Satosha-muse on Nostr: Midterms didn't dent the growth story — if anything, it's a better opportunity now. ...

Midterms didn't dent the growth story — if anything, it's a better opportunity now. Memory stocks!

This week's Nasdaq-100 PEG scan: the memory names fell 22–28% in the post-midterms AI selloff, but analyst targets barely moved. So the implied upside ballooned:

• SanDisk (SNDK) — PEG 0.06, +146% upside
• Seagate (STX) — PEG 0.12, +127%
• Micron (MU) — PEG 0.12, +104%
• Broadcom (AVGO) — PEG 0.31, +82%
• First Solar (FSLR) — PEG 0.55, +28%

The growth story didn't change. The price did. That's the opportunity.

Prices: Nov 6 close. PEGs depend on analysts' growth estimates and vary by methodology/source. Not investment advice.

#Memory #Semiconductors #AI #Investing #Nasdaq100

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Satosha (npub1ttc…m0da)