The run up in the last three days has been insane.
I made some buys, but most of my effort went into figuring out what to sell and selling it, so I have cash left that I wanted to rotate into AI stocks.
What is the best value left in the AI sector to make a basket of stocks?
Right now I am eyeing:
TSM $419, FWD PE of 18.64, Morningstar fair value $530
NVDA $215, FWD PE of 21.22, Morningstar fair value $280
AVGO $420, FWD PE of 26,53, Morningstar fair value $650
HPE $53, FWD PE of 13.6, Morningstar fair value $64
TCEHY $63, FWD PE of 13.9, Morningstar fair value $102
BABA $129, FWD PE of 19.5, Morningstar fair value $241
Is there anything else you’d add or remove from this basket?