E
ENI S.p.A.
stock NYSE ADR

Another very important question with memory P/E's being so low is the amount that can actually make it back to investors.
If the vast majority of earnings effectively NEEDS to get plowed back into new capacity rather than issued back to shareholders in the form of dividends and buybacks, you aren't really reaping the full rewards of the boom cycle as an investor. This will likely be especially brutal if and when memory demand recedes and supply has already been ramped up

buying google now feels weird but i think people are too stuck on comparing it to the apple buys from 2016. the landscape totally different now, there is not some secret cheap mega cap with a 12 P/E hiding in plain sight. maybe the question is not if google is the absolute perfect value but if it is the best among all the okay-ish options when you have 365B burning a hole in your pocket

I still doubt whether memory should be valued on P/E. Competition in memory is higher than in GPUs, which are also seeing huge demand. Yet even NVDA is running at around a 70% gross margin.

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Not quite, QNX growth of 25/30% is not nearly the same level as SanDisk. However, if it continues and I believe it will at that growth for several years, this years forward P/E ratio of 40 can easily drop to 20 next year, then 10 or less at today's stock price. That kind of growth suggests that the stock should double or more within the next year or two.

The Munger quote is a classic, but applying it literally to different ponds gets messy fast when you look at the regulatory piranhas swimming around in some of them. That 10 P/E in China isn't a free lunch, it's hazard pay for the chance your entire thesis gets blown up by a single policy shift overnight.

What I've found more useful is thinking of fishing as finding the specific structure within a pond, not just jumping to a whole different lake. Even in a supposedly overfished US market, there are always pockets nobody's paying attention to, spin-offs, small caps that fell out of an index, ugly industries with clean balance sheets. The fish are there, just not in the middle of the lake where every tourist is casting a line.

The TSM example is tricky too because it's a crown jewel that both superpowers have a vested interest in keeping functional. Most Chinese companies don't have that kind of geopolitical plot armor, so the discount makes perfect sense until the risk actually materializes.

Not saying avoid international markets entirely, plenty of quality in Europe and Japan without the same binary wipeout risk. But acting like a P/E multiple is an apples-to-apples comparison across legal systems is how people end up catching a boot instead of a bass.

True. But life lesson- As long as you win no one cares. Some fund managers have taken very risky bets and made absolute fortunes. E.g. The big short guy.

1. Shiller CAPE ratio is the second highest it's ever been
2. When the S&P 500 P/E is as high as it's been the return 10 year from now has almost always been below 2% which is not even beating inflation
Odds are decent paying down the guaranteed 6% rate is better than investing in an expensive stock market. The rule is to buy low, sell high. People would be buying high today at these prices (many don't seem to realize this though).

Think the slew of analyst upgrades will happen mid morning since guidance materially higher and they have locked up 35% of revenue in longer term contracts….on path to 50pct. That has never happened in this boom or bust industry and longer term visibility should start to increase P/E multiple candidly. This will grind materially higher the rest of this year. Plus FY 2027 and 28 are deemed even tighter than 2026. So demand not leaving….

Storage plays are tricky right now, both are getting squeezed in different ways even if the long-term demand is there. With SK Hynix you're betting hard on HBM dominance but also Korean market drama, while WD is knee-deep in that messy split-up and NAND pricing whiplash.

If you want something that fits that MU vibe of steady underlying demand without the sky-high P/E, maybe peek at some of the less flashy semi equipment names. They've been quietly printing while everyone chases the chip designers.

N A I K E

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Micron now trades at 14.12 TTM P/E. Forward probably at ~4-5 max. By the time the bottleneck ends, all of the memory it sold in the previous 1-2 years will be up for renewal or replacement with newer tech. Unless China starts selling globally, I don't think we're seeing it drop.
>!No stock/calls, just want to buy some cheap RAM/GPUs again :(!<

About $2.7b MC (fully diluted) 84c I think, which puts them in the range of a [P/E of 19](https://www.reddit.com/r/ASX_Bets/comments/1wt45sb/comment/pcr8g99/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) on formula contracts unless we get more volatility on GFEX.
PLS current P/E arguably 17, with ELV around 15 or so.
84c doesn't look unreasonable, though obviously I think PLS should enjoy a premium against peers (as it has against ELV).

The stocks IPO price was at 490. At that time ai thought it was overvalued with \~50 something PE. Now it is insanely overvalued at \~150 something
PE.
A **P/E ratio of 150** means that for every **₹1 of profit** the company makes right now, you are paying **₹150 to buy the stock.**

Hi - During this year (2026) I've been making VAT contributions to my Solo401k and immediately converting them to Roth 401k. My Solo 401k plan allows this. However, I realized these contributions will definitely push me over the overall §415(c) limit ($80K for me). So, I plan to handle it now. I've checked several sources, and the procedure seems to be:
1. I will withdraw the full amount of contributions and earnings from my Roth Solo 401k account because everything I contributed in this account will push me over the §415(c) limit. These funds will go directly to me as an individual, not back to my s-corp.
2. I will receive a 1099-R for the small amount of interest my VAT contributions earned in that account before it was converted to the Roth 401k bucket.
3. My provider will send me a second 1099-R for the removal of funds from the Roth 401k account. The principal will be untaxed, and I will pay standard tax (no penalties) on the earnings because I handled this before April 15.
4. I'm being told that box 7 on this second 1099-R will have code E, not code P, because I dealt with this current year, and not code 8 because these were not elective deferrals. Apparently, using code E is not intuitive, but it's correct for this circumstance.
5. Even though the funds were removed, I still include the VAT contributions on my 2026 5500ez.
I'd love to get some opinions on the above. It's a specific situation, and running down the solution took some time. Hoping this helps others in the same boat. Thank you.

i felt the same; these 'foolish' days always feel like a rollercoaster until you hit T(E)X. The trick is to hit those early exits and keep a few hundred in cash, so you aren’t forced to liquidate at the wrong time.

Agreed, it makes sense that Micron’s forward P/E looks so low when its earnings trajectory keeps getting revised upward. FY2027 consensus EPS is now around $160/share and current estimates are implying substantial earnings growth into FY2027. What makes the latest earnings more interesting is that Micron is also saying supply/demand conditions could remain very tight through 2028, so the case for an earnings rollover is getting harder to make

It’s because you are using an archaic concept that died with Peter Lynch decades ago. Stock prices have no correlation with P/E. It’s a trap.
https://www.investing.com/analysis/the-low-pe-trap-why-cheap-stocks-can-be-the-most-expensive-200687488

For context, I have despised the company and stock for awhile, just don't want to touch it.
Netflix received a $2.8B termination fee after its Warner Bros. transaction ended. In Q1, management explicitly said the 2026 FCF outlook increased from roughly $11B to $12.5B primarily because of the after-tax impact of that fee
Does this acquisition mean management is bad at capital management? Not necessarily, there are definitely worse offenders (Meta, I am looking at you).
I did run some numbers a couple of days ago, from today's price I get the following for 5 year cagr:
|Scenario|Revenue CAGR|2031 operating margin|Annual share change|Terminal P/E|2031 value|5-year CAGR|
|:-|:-|:-|:-|:-|:-|:-|
|Bear|6%|30%|0%|20x|\~$77|\~2.3%|
|Base|10%|36%|\-1%|25x|\~$147|\~16.3%|
|Bull|12%|38%|\-2%|30x|\~$214|\~25.4%|
So honestly, you have a pretty solid margin for failure (as long as I didn't fat finger somewhere)