MAK Invest

Public Markets Investor (NYSE, Nasdaq, LSE, PSX)

[MAK Invest @xMAKInvest]

https://t.co/GTDb6wlPFC

[MAK Invest @xMAKInvest]

$MU's current forward P/E ratio of 7.02x appears cheap based only on the assumption that memory demand has structurally jumped higher. But is it just another peak for this highly cyclical industry?

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[MAK Invest @xMAKInvest]

https://t.co/dNlzQq9mRr

[MAK Invest @xMAKInvest]

Having outperformed the S&P500 by more than 26 percentage points, investors appear more concerned about whether $GOOGL's price reflects its future outlook.

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[MAK Invest @xMAKInvest]

https://t.co/3apW2y4Wrv

[MAK Invest @xMAKInvest]

With cyclicality concerns around $UAL, will the market re-rate this large-cap carrier with deflated valuation multiples and solid operating cash flows?

Link to the full Insider Monkey analysis in the replies below!

[MAK Invest @xMAKInvest]

https://t.co/TegbrHI7uR

[MAK Invest @xMAKInvest]

$STLA is betting billions on a turnaround, as it steps toward collaborative engagements with Chinese companies, instead of competing with them.

Link to the full Insider Monkey analysis in the replies below!

[MAK Invest @xMAKInvest]

https://t.co/V0E9wmHgGR

[MAK Invest @xMAKInvest]

Hyperscale data center buildouts supported $WDC's rally until June. However, a broad memory and storage selloff took away much of those gains.

Link to the full Insider Monkey analysis in the replies below!

[MAK Invest @xMAKInvest]

https://t.co/PLKnxTAgEB

[MAK Invest @xMAKInvest]

$LMT's AIM-260 Joint Advanced Tactical Missile (JATM) is the company's most versatile weapon, with capabilities to deter any form of enemy air threats. International demand is adding fuel to the momentum.

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[MAK Invest @xMAKInvest]

https://t.co/jf1R4sFDab

[MAK Invest @xMAKInvest]

$AVAV sees strong military demand for its Switchblade series, with major awards to expand its backlog.

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[MAK Invest @xMAKInvest]

https://t.co/J7XoApN0TQ

[MAK Invest @xMAKInvest]

After a 5-year period of soft spending on conventional exploration and appraisal, $CVX is allocating more toward exploration and production initiatives. Outlays for 2026 are projected to be in excess of $1.5 billion.

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[MAK Invest @xMAKInvest]

https://t.co/hoe2D5wl0R

[MAK Invest @xMAKInvest]

$RBRK has been a standout performer in 2026 across the cybersecurity and data protection segment. It aims to expand into identity security and AI-agent protection space to address emerging AI-linked security issues.

Link to the full Insider Monkey analysis in the replies below!

[MAK Invest @xMAKInvest]

https://t.co/IxSA3jENee

[MAK Invest @xMAKInvest]

$MU has strong revenue visibility through multi-year strategic customer agreements through 2030. Yet, the memory supplier trades at 7x its forward GAAP earnings, considerably beneath the sector’s median of 29.51x.

Link to the full Insider Monkey analysis in the replies below!