The tweet was deleted by the author.
But we saved everything 🙂.
Micron at 9x earnings, Qualcomm at 146x in 2000, Phil Rosen notes
Phil Rosen compares valuation multiples between Micron and Qualcomm, emphasizing that Micron currently trades at 9x earnings, while Qualcomm reached 146x earnings during the dot-com bubble in 2000.
He suggests that comparisons between 2026 and 2000 are not justified based on these figures.
Rosen recently highlighted a sharp rise in Nasdaq, Micron, and global semiconductor stocks, with Samsung reaching a $1 trillion valuation and Google also advancing, in a previous report on double-digit gains. In an earlier article, he analyzed the data behind the "Sell in May" market cliche with input from the Carson team and Ryan Detrick, according to published research. These reports provide context to his recent valuation comparisons.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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