I focus mostly on SMID-cap stocks, but a handful of mega caps still catch my eye.
$Eli Lilly(LLY)$ — Even at a $1T valuation, I think the market might still be underestimating its long-term growth potential. The strength of its pipeline, innovation, and expanding addressable market continues to build the investment case.
$Micron Technology(MU)$ — It's one of the more compelling growth-to-valuation stories out there. Trading around 6.8x next-12-month P/E while delivering an estimated 325% two-year CAGR makes it hard to find many companies with a similar mix of growth and valuation.
$NVIDIA(NVDA)$ — Possibly the most remarkable story in AI right now. Even as quarterly revenue nears $100B, growth continues to accelerate, which reinforces its leadership in AI infrastructure.
These are different sectors with different business models, but all three seem to be benefiting from powerful long-term trends.
Which of these large-cap stocks do you think still has the most room to run?
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