🚨 NEW: S&P Global Ratings rolls out a Vault Risk Assessment framework to evaluate the risks of onchain digital asset lending vaults, which now hold $10B in deposits.
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SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means growth may be mispriced
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ARM ~2.5x
• $INTC ~1.8x
• $ANET ~1.7x
• $ALAB ~1.6x
• $KLAC ~1.3x
• $LRCX ~1.3x
• $ASML ~1.0x
• $AMAT ~0.9x
• $LITE ~0.8x
• $TSM ~0.7x
• $AMD ~0.7x
• $COHR ~0.6x
• $CRDO ~0.5x
• $NVDA ~0.5x
• $MRVL ~0.4x
• $ON ~0.4x
• $AVGO ~0.3x
• $SNDK ~0.2x
• $SKHY ~0.2x
• $AAOI ~0.2x
• $MU ~0.1x
Semiconductors are looking VERY cheap right now with two-thirds of these names trading below a 1x PEG over next three years...
So you’re telling me $MU is more profitable than $AMD $AMZN $META and $TSLA combined?!
The combined market cap is almost 8x more
Why are more people not buying $MU?!
BREAKING: Market expectations for an October rate hike fall to a new low 17% chance after the weaker than expected September jobs report.
Just days ago, markets saw a near 75% chance of an October rate hike.
We are seeing some insane volatility in the bond market.
Breaking: The Big Short part 2 is loading
Bond yields broke 2007 peak, and here's how it looks:
1. The 10-year Treasury hit 5.34%, highest since 2002
2. Mortgage rates jumped to 7.28%, highest in years
3. Mortgage applications have fallen 4 weeks in a row
4. $400K home loan costs $344 more a month than in February
Last time yields were this high was June 2007, 15 months before Lehman collapsed
Michael Burry warned on his Substack: "housing market is starting to creak"
The $NEAR collapse has BEGUN.
Has anybody called more tops than me on this app?
I have spent years studying human psychology and chart patterns.
Another successful MILLION DOLLAR SHORT for the Big G.
Are you connecting the dots yet?
This is the single best trade ever disclosed by a member of Congress.
Senator Sheldon Whitehouse bought $NVDA in 2016 at ~$0.79 a share.
$100,000 invested alongside him would be worth more than $29 MILLION now…
🚨BULLISH: Sovereign wealth funds are reportedly selling GOLD to buy Bitcoin.
Bitwise's head of research Ryan Rasmussen says major institutions increasingly hold Bitcoin alongside gold as a hedge against currency debasement.
The firm's first institutional survey found none of the 15 major institutions it interviewed sold their crypto as Bitcoin fell from about $125,000 to $60,000.
Several bought more.
One sovereign wealth fund told Bitwise it was funding its crypto allocation by selling foreign exchange and gold reserves.
Rasmussen says he believes $60,000 was the bottom.