Some tech stocks look incredib

Abbott Cook(e)

06-23

Some tech stocks look incredibly cheap on a forward P/E basis right now – the market might be mispricing their growth.

$Meta Platforms, Inc.(META)$ - Still a cash cow, with the AI and advertising scaling story intact.

$Salesforce.com(CRM)$ - Enterprise software rotation, and the valuation reset is creating an opportunity.

$Netflix(NFLX)$ - Streaming dominance and pricing power remain underappreciated.

$Adobe(ADBE)$ - AI transition plus recurring revenue stability, but trading at a discounted multiple.

$PayPal(PYPL)$ - A deep-value fintech turnaround still in progress.

When quality growth trades cheap on forward earnings, that's where long-term alpha is often built.

Sharing my framework and focus points – no paywall, just structured positioning thoughts.

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.

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