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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (78711)	12/12/2025 12:35:28 PM
From: Madharry	Read Replies (1) of 78739

These are not big positions for me and just holds as a long term investor. The short term volatility with regard to AI stocks is very strange to me., especially considering that the pricing of stocks and the ipo market during the dot.com years was so different and there was almost no talk of bubbles and stretched valuations because there were no profits., other than Microsoft and Cisco pretty much. Not only are the metrics different but we here the word bubble at least 20 times a day. Perhaps there is a bubble in private equity valuations but I am not privy to those. It seems clear to me that there is just enough power to build out the current demand for data centers so its likely that those that do get built will be very valuable and very profitable, meanwhile for the hyperscalers its an arms race. some people think that apple will be a prime beneficiary because the can just sell their customer access to one of ai developers and collect a toll. Unfortunately Apple is a pretty expensive stock by my standards. Seems like there are enough companies that sell for 10-15 times earning and or free cash flow that have growth prospects. With interest rates and cd and money market rates almost gteed to decline over the next couple of year it seems foolhardy to reduce stock market exposure unless you are a short term trader and getting away for the holidays, I looked at the pe and valuations of the HVAC companies and they all seem stretched possibly with the expectation of all the cooling that will be required by the data centers otherwise its a head scratcher for me. I walked around the local Target again yesterday , they seemed to have more staff and just a ton of toys on the shelves. Not many customers and only two cashiers. I can see a ton of stuff going on sale post christmas. .

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