T-Mobile is a strong buy to accumulate, trading near 52-week lows with a potentially undervalued valuation, strong growth, and a lower multiple than historical averages.
Source Post
Everyone Is Chasing Stocks Again — Here’s What I’m Doing Instead
Aug 7, 2026
The creator discusses a recent market rally, particularly in technology and semiconductors, after a period of decline. While acknowledging the strong momentum and positive earnings revisions, the creator emphasizes that price now matters more than ever. The focus shifts to evaluating specific stocks like Google, Amazon, and Microsoft, with a particular emphasis on their valuations and the potential distortions caused by AI investments and pulled-forward spending.
Linked Mentions
Tickers discussed in this post
American Express shows strong underlying consumer data with accelerating spending and increasing monetization, but its current valuation is not historically cheap, though more attractive than Costco's.
Moody's is an attractive 'accumulate' opportunity due to its exceptional economics, strong recovery, and rare undervalued level, with a DCF midpoint suggesting a 10% margin of safety.
Microsoft, which jumped more than 7% in August, is noted as the least expensive of the three tech giants discussed, with its valuation being less distorted by AI investments compared to Google and Amazon.
Amazon, which recently crossed the $3 trillion mark, is discussed as the most expensive of the three mentioned tech giants, with its valuation appearing cheap but distorted by earnings issues and significant AI investments.