Qualcomm is considered undervalued with a PEG ratio of 0.9.
Source Post
AVOID the TRAP in these AI Stocks: The Earnings Divide.
Sep 3, 2026
The creator discusses the earnings reports of Snowflake and Broadcom, comparing opportunities in hardware and software sectors. Snowflake's stock surged post-earnings, which the creator attributes to a short squeeze rather than fundamentals, noting its high valuation and low cash flow yield despite operational improvements. Broadcom's stock dipped after missing revenue expectations, raising concerns about pricing power.
Linked Mentions
Tickers discussed in this post
ServiceNow is mentioned as a software company that is currently not exciting to the creator, despite its popularity among others.
UiPath is considered oversold in the software segment, with significant upside potential, possibly doubling or tripling its value from current levels.
Nvidia is expected to make a lot of money from the edge side of hardware inference.
Microsoft is used as a benchmark for net profit margin, with Broadcom's margins comparable to it.
Apple is mentioned as a benchmark for net profit margin, with Broadcom's margins significantly outperforming it.
Salesforce is mentioned as a company the creator owns, noting their recent earnings report indicated fewer new customer conversions despite higher revenue from existing ones.
Credo Technology is mentioned as a potential warning sign for pricing power in the semiconductor industry.
Oracle was mentioned as having an expanded partnership with Hewlett Packard Enterprise.
Hewlett Packard Enterprise (HPE) reported earnings, beating EPS estimates by 19.3% and providing better-than-expected Q4 guidance, but it received little attention.
Linked Signals
Tracked calls opened from this post
PATHbuy opened Sep 3, 2026
-23.79%