Some stocks I can’t stop thinking about
Some stocks I can’t stop thinking about
Been looking at these with a 3-year mindset, curious what others think:
— Yeah it’s near highs, but the numbers are hard to ignore. HBM leadership, strong margins, growth still there. I’m trying to reduce AI exposure but this one keeps pulling me back.
— Might be biased because I genuinely trust Lisa Su. EPYC and Instinct look legit, and if anyone can give Nvidia real competition long-term, it’s AMD.
— P&C insurance feels boring in a good way. Defensive, steady demand, and they’re actually using AI without overhyping it.
— Valuation feels too cheap to ignore. Buybacks, a solid pipeline beyond Jakafi, clean balance sheet, and strong margins stand out.
— Gold’s run makes me cautious, but I’m more excited about copper. Strong cash flows and good positioning for the energy transition.
Thoughts?
Interesting list, but feels a bit consensus-heavy great companies, just not sure the upside matches the hype.
