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When it comes to U.S. stocks, $NVDA can’t be ignored.
First, the conclusion: I believe that “girl boss” stocks (women in their late teens/early adulthood—female leadership) are definitely undervalued right now; with a PE of 40 and a forward PE of 24, they’re already at a relatively low point. It’s just that funds are currently being attracted to more appealing “stores of value,” like optical films and others, which have drawn capital away. A pullback is a very good opportunity to build positions—get people onto the train and board them.
The AI trend hasn’t changed, and NVIDIA’s trend hasn’t changed either. A healthy pullback is unfolding, so it’s time to bring people aboard.