Shay Boloor: AI-linked chip makers trade at low earnings multiples despite peak demand

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Mikhail Vnuchkov

4 hours ago

Shay Boloor: AI-linked chip makers trade at low earnings multiples despite peak demand — AI chip makers show low earnings multiples

Shay Boloor comments on the valuation of chip makers tied to artificial intelligence. Boloor points out that companies such as SKHY, MU, SNDK, and Samsung are trading at low earnings multiples.

He notes that some investors argue these multiples are misleading for cyclical companies during periods of peak demand and high margins.

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Earlier this year, Boloor identified SNDK as the highest gainer among the top 15 stock performers for 2026. He also reported that Polymarket odds of Anthropic reaching a $2T valuation by year-end rose to 47 percent. Both developments reflect recent focus on outsized moves in technology-linked equities.

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