Lam Research’s year-to-date stock price performance.
ram research: “This stock here is down $36, so I think it’s a buy, right? P/E is 19 times. The stock is down to $185, but at this time last year it was $135. So for me, that means there’s still downside. I hate to be that simple, but I like the stock, but if I had to buy 100 shares, it would be 25. I’ll only buy stocks.’ Tomorrow, then wait. ”
Xylem’s year-to-date stock price performance.
First Solar’s year-to-date stock performance.
Vertiv’s year-to-date stock performance.
Vertive: “The problem is that stocks are still up from the start of the year. I don’t want to buy stocks in data centers that are up this year. Even though I know they’re doing well, I want them to go down a lot, because the situation is so uncertain.”
