Microsoft may struggle to command high forward P/E multiples due to heavy capex, unlike Apple.
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I Spent $72,000 on this stock today‼️
Apr 1, 2026
The creator discusses four stocks they recently purchased, highlighting that these stocks are currently disliked by the market. They provide detailed rationales for buying Cheesecake Factory (CAKE) and Elf Beauty (ELF), focusing on their current valuations and future growth prospects.
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Tickers discussed in this post
Amazon may struggle to command high forward P/E multiples due to heavy capex, unlike Apple.
Salesforce is struggling due to concerns that AI will negatively impact its business.
Chevron was the best performer in the Dow last quarter, but its sustainability is questioned.
Micron is mentioned as a stock that has performed very well recently.
Nvidia is mentioned as a stock that has performed very well recently.
The creator is considering starting a position in RH due to its significant price decline.
AMD is mentioned as a stock that faced negative sentiment but has since outperformed.
Shopify is cited as an example of a stock that fell to a 'ridiculous price' in 2022.
SoFi is mentioned as another stock that experienced a significant price drop before potentially recovering.
