Meta is used as a benchmark to highlight Universal Display's strong financial performance and margins.
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🟢UNIVERSAL DISPLAY: El MONOPOLIO de PANTALLAS OLED con POTENCIAL de X2😲| 👉Análisis+VALORACIÓN 2026Q3
Sep 22, 2026
The creator analyzes Universal Display (OLED), a company whose stock has fallen 70% from its highs and is currently trading at 18 times earnings with a 2.6% dividend yield. The video discusses the company's Q3 2026 earnings, its valuation, and whether the creator has invested personally or through their fund. The creator notes that while OLED is not directly involved in AI, it is dependent on the mobile and TV market cycles, which have faced challenges, impacting Apple's performance in China.
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Novo Nordisk is mentioned as a company that might present conservative guidance to avoid disappointing the market.
Nike is mentioned as a company that might present conservative guidance to avoid disappointing the market.
The creator suggests avoiding Apple (AAPL) due to its high valuation relative to its growth, citing its struggles in the Chinese market and reliance on Alibaba for AI integration in iPhones sold there.
Universal Display (OLED) has fallen 70% from its highs and is trading at 18x earnings with a 2.6% dividend yield, prompting an analysis of its valuation and market position.
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