Reward 500 Tiger-coins$Alphabet(GOOG)$ yesterday soared to a new all-time high of $302, outperforming NVDA over the past month. The market seems to be pricing GOOG as the AI application era’s big winner, with some projecting its market cap could surpass $4 trillion. Even over the next three months, some expect GOOG may continue to outperform NVDA.
So far this year, GOOG has been the best-performing MAG7 stock, up 53% YTD.
Meanwhile, $Tesla Motors(TSLA)$ , $Meta Platforms, Inc.(META)$ , and $Amazon.com(AMZN)$ have barely moved.
After this surge, forward P/E rankings have shifted — GOOG is no longer undervalued, while Meta now looks relatively cheaper. Apple’s valuation is above 90% of its historical percentile, despite limited gains this year.
Other top market-cap U.S. stocks are also shining: AVGO is approaching $2 trillion, and LLY recently broke $1,000, beating many tech stocks.
Looking at the bigger picture, Barclays has raised its $S&P 500(.SPX)$ year-end target to 7,400, and J.P. Morgan sees the recent U.S. market pullback — the longest losing streak since August — as a technical shakeout, offering dip-buying opportunities.
“Nothing has changed fundamentally, and our thesis doesn’t rely on Fed easing — now is a good time to buy the dip.”
Has Google’s rally peaked for the year? Compared to Microsoft’s 2023 surge, GOOG’s YTD gain is similarly around 50%+.
Would you add more GOOG now, or is Meta a better dip-buy?
Do you think the S&P 500 will reach 7,400 by year-end?
Is NVDA’s forward P/E of 40 expensive or still attractive?
Leave your comments to win tiger coins! Lucky tiger can win 66 tiger coins~
Each week, you stand a chance to win $5 options vouchers, options book, and extra 100 tiger coins!
Comments
Google’s 50 percent YTD surge is strong, but the rally may not be over. Gemini 3 Pro gives it fresh AI momentum, and its valuation around 26 times earnings is still cheaper than most megacaps. It may consolidate, yet the uptrend remains intact.
Between Google and Meta, Google offers steadier AI-infrastructure upside while Meta provides a cleaner valuation dip after recent pullbacks. Choice depends on whether one prefers structural growth or valuation reset.
For the S&P 500, a year-end push toward 7 400 is possible if macro data stays stable and sentiment improves, though the window is tight.
Nvidia’s forward P/E of 40 is high, but still supported by exceptional AI demand. It is expensive, yet not unreasonable given its growth visibility.
I think there is a good chance of S&P500 reaching 7400 by year-end. Many are still expecting further rate cuts that would drive the rally and I think many retail investors would be buying the dip to help drive the rally.
Nvda’s forward p/e of 40 remains attractive as it is currently unrivalled. It is clearly in high demand that both China and the US fight for it and seek to impose restrictions on their opponent. It has now been able to affect national security and interests. Until the day nvda faces a worthy opponent, it will always remain in high demand and potentially and inelastic demand.
Check them in the history - “community distribution“
Meta Platforms Inc (META) offers stronger valuation and more upside than GOOG, with a recovering ad business and efficiency gains, making it the better dip-buy, though GOOG remains the steadier and more value-focused choice
A target of 7,400 for the S&P 500 by year-end 2025 is quite challenging unless something unusually bullish occurs
While the forward P/E of 40 for NVIDIA Corporation (NVDA) is high, its dominant position in the AI data center market and strong growth potential make it attractive for long-term investors
Overall, GOOG remains a solid long-term hold but less favorable now, while META offers better value and upside, the S&P 500 reaching 7,400 by year-end seems unlikely, and NVDA continues to be compelling for long-term AI growth despite its high P/E。。。
Tag :
@Huat99
@Snowwhite