Not Your Dad
Region: US
Monday 27 July 2026 01:35:23 GMT
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JR63 :
You on it pops. I think some of these companies have more demanding valuations than others in the space, but broadly, all good picks. I’d rather bet on cyclicals breaking out into more modest eps multiples. 100x is what different this time looks like
2026-07-27 03:53:02
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youngvlad24 :
U forgot Corning
2026-07-27 03:47:28
0
ihatehumans :
I have no clue how they’re going to fulfill the energy demands of that, especially in the US
2026-07-27 03:55:16
1
LL :
asml
2026-07-27 02:06:48
1
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