AMD is mentioned as a semiconductor company with a projected forward PE ratio of 38 by 2027.
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Wall Street Is SELLING; Here's What I'm DOING with Adobe
Jun 18, 2026
The creator discusses how Wall Street is shifting capital away from SaaS and professional services companies like Adobe and Accenture towards AI and semiconductor companies due to higher interest rates. Despite strong fundamentals, Adobe and Accenture are trading at historically low P/E ratios, presenting a potential buying opportunity for value investors.
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Micron is mentioned as a semiconductor company with a projected forward PE ratio of 8 by 2027.
Nvidia is mentioned as a semiconductor company that investors are flocking to, with a projected forward PE ratio of 17 by 2027.
Meta is mentioned as an example of a company investing heavily in AI capex that could be impacted by higher borrowing costs.
ServiceNow is mentioned as one of the SaaS companies currently suffering due to market rotation.
Salesforce is mentioned as one of the SaaS companies currently suffering due to market rotation.
Accenture, despite strong growth and shareholder returns, is trading at its lowest P/E ratio due to market rotation away from professional services.
Adobe is trading at its lowest P/E ratio ever, and despite Wall Street's negative sentiment, it may be a buying opportunity.
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