Let’s make a fast start to the week. Here are 10 high-quality stocks trading at a discount: 🧵 1. $META 2027 P/E: 15x Consensus PT: $762 Implied Upside: 37% It’s the most undervalued mega-cap by far. The market is concerned about the ROI on AI capex, but Amazon and Microsoft earnings have showed that the compute demand far exceeds supply and even reselling compute turns substantial ROI as current rental prices are way above hyperscalers’ contract prices. It should re-rate based on this outlook.
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