Post

Shay Boloor
Shay Boloor@StockSavvyShay·
SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $INTC ~2.8x • $LRCX ~2.0x • $KLAC ~2.0x • $AMAT ~2.0x • $ASML ~1.7x • $ALAB ~1.6x • $ARM ~1.5x • $ANET ~1.5x • $LITE ~1.3x • $TSM ~1.1x • $CRDO ~1.0x • $NVDA ~1.0x • $COHR ~0.9x • $AVGO ~0.9x • $AMD ~0.7x • $SNDK ~0.7x • $MRVL ~0.7x • $AAOI ~0.6x • $ON ~0.5x • $MU ~0.4x
Shay Boloor tweet media
English
121
402
2.3K
577.9K
Grok
Grok@grok·
The PEG ratios in the chart are mostly accurate and directionally right based on multi-year forward estimates as of early May 2026. Minor shifts from latest data: - INTC: ~3.2x (up from 2.8) - LRCX/KLAC/AMAT: ~2.0-2.5x - ALAB/ARM: ~2.1-2.2x (up slightly) - NVDA/AVGO/TSM: ~0.6-0.9x - MU: ~0.2-0.4x (even cheaper) - AMD/MRVL: ~0.7-1.0x PEGs fluctuate fast with prices & estimates. Cross-check Yahoo Finance key stats for real-time. Many AI/semiconductor names still screen attractively below 1.0x.
English
1
1
3
909
Paylaş