Intel is mentioned as one of the companies that has stated the need for a high ratio of CPUs, but no specific investment thesis is provided.
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3 Stocks to Buy For the Next Decade
Sep 21, 2026
The creator discusses the current stock market, highlighting Meta's recent surge due to its AI success, and analyzes the investment strategies of major tech companies like Amazon, Alphabet, Microsoft, Meta, and Oracle. The focus is on their high capital expenditures and the projected impact on free cash flow and return on invested capital, with the creator believing these companies are undervalued despite current pressures.
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Broadcom is mentioned as a pure winner due to the trend of companies making their own chips, but the focus quickly shifts back to Nvidia.
Nvidia, despite a $5.4 trillion valuation, trades at a forward P/E of 18.8x and a PEG of 0.5x, with exceptional growth expected, suggesting it's undervalued compared to AMD.
Shopify is mentioned as one of the companies to be discussed, but no specific thesis is provided in this segment.
Oracle's free cash flow picture is the ugliest, but its return on invested capital is improving and expected to turn positive in 2029.
Microsoft is expected to generate free cash flow, albeit low, while its return on invested capital is projected to remain flat.
Alphabet is among the companies investing heavily, with its return on invested capital and whack expected to remain attractive and improve.
Amazon's free cash flow is under pressure, but its return on invested capital is improving, with positive free cash flow expected by 2028.
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NVDAbuy opened Sep 21, 2026
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