Author investment views from the original post.
META — LONG The author regards META as attractively valued at a stated forward P/E of 23x against revenue growth guidance of 30% or more. They frame this combination as an opportunity despite bearish concerns about AI spending.
Notable mega cap companies guiding for revenue growth of 30% or more
Forward p/e ratios rn are
23x meta
31x amd
25 NVDA
Literal easy money.
But I’m sure the AI spend contrarian people will tell me why everything is going to implode and these companies are just blindly spending money
AMD — LONG The author regards AMD as attractively valued at a stated forward P/E of 31x against revenue growth guidance of 30% or more. They frame this combination as an opportunity despite bearish concerns about AI spending.
Notable mega cap companies guiding for revenue growth of 30% or more
Forward p/e ratios rn are
23x meta
31x amd
25 NVDA
Literal easy money.
But I’m sure the AI spend contrarian people will tell me why everything is going to implode and these companies are just blindly spending money
NVDA — LONG The author regards NVDA as attractively valued at a stated forward P/E of 25x against revenue growth guidance of 30% or more. They frame this combination as an opportunity despite bearish concerns about AI spending.
Notable mega cap companies guiding for revenue growth of 30% or more
Forward p/e ratios rn are
23x meta
31x amd
25 NVDA
Literal easy money.
But I’m sure the AI spend contrarian people will tell me why everything is going to implode and these companies are just blindly spending money
This Reddit post, published February 05, 2026, features u/Accomplished-Alarm99 discussing META, AMD, NVDA. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Accomplished-Alarm99 · Tickers: META, AMD, NVDA