Author argues tech stocks like Amphenol and NVDA are massively overvalued at current multiples and is sitting in cash waiting for lower prices.
APH — AVOID The author argues Amphenol (APH) is overvalued, stating it only makes sense to buy below $80/share based on their review of the numbers. They believe tech stocks broadly trade at multiples that don't make logical sense and are choosing to sit on the sidelines in cash. The stated risk is being wrong if the market keeps rising on AI bets into 2026.
I went through the numbers on Amphenol (NYSE: APH) and I swear, it only makes sense to buy at less than $80/share.
NVDA — AVOID The author argues NVDA is overvalued, stating it only makes sense to buy below $100/share. They question why people buy tech stocks at such high multiples and suggest CEOs would sell rather than buy at current prices. They are staying in cash until prices become reasonable, acknowledging they could be wrong if AI bets pay off by 2026.
NVDA - similar, like less than $100/share.
This Reddit post, published January 13, 2026, features u/StrongandFree2018 discussing APH, NVDA. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/StrongandFree2018 · Tickers: APH, NVDA