πππNVIDIA & Amazon are considered the deepest discounts within the Mag7. This is because their current valuations have dropped to historical lows even as their core AI driven growth remains robust. While the market has punished them for massive infrastructure spending, I view them as a rare entry point for their huge moats.
$NVIDIA(NVDA)$ is the growth bargain king. It is gifting its most attractive valuation in years, with growth significantly outpacing its stock price.
Despite revenue skyrocketing 73% YoY to USD 68.1 billion in its latest quarter, NVIDIA stock has lagged.
$Amazon.com(AMZN)$ has entered a technical Bear market, making it a top turnaround candidate for 2026.
The market has sold off Amazon due to its record USD200 billion capex forecast.
With AWS growth expected to hit 20 to 25%, Amazon captures incremental AI dollars.
Amazon is trading below 22% below its all time high.
It is time to go bargain hunting.
@Tiger_comments @TigerStars
@TigerClub
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments