What stocks are in the Popular Stocks by PEG · 2026-05-03 watchlist?

The Popular Stocks by PEG · 2026-05-03 watchlist tracks 21 tickers on QuantAbundancia: TSLA, GOOGL, PLTR, AAPL, INTC, ALAB, SOFI, NVDA, AMD, NOW, plus 11 more.

Watchlist

Popular Stocks by PEG · 2026-05-03

PEG-ratio snapshot of 21 popular AI / mega-cap names, ranked high → low. PEG > 2 is the editorial "danger zone" (rich vs. expected growth); PEG < 1 flags potentially mispriced growth. Notable: NVDA, AMD, AVGO, MU all sit at PEG < 1 despite being the most-watched names in the AI buildout - growth still outpaces the multiple. PEG moves daily; this is a one-day snapshot, not a live tracker.

source: tweet-stocksavvyshay-2026-05-03

Aligns with the AI Compute Accelerators bubble5/21

Hypothetical· equal-weight buy at inception, mark-to-market today

May 3 → Jul 16 · 21/21 picks · equal-weight

+11.9%

Popular Stocks by PEG · 2026-05-03

+4.6%

SPY

+7.3%

alpha

topALAB+58.8%·MU+47.6%·AMD+46.0%

dragORCL-31.4%·AVGO-9.7%·AMZN-8.1%

Danger zone (PEG > 2)

6 picks

#1
TSLATesla, Inc.
PEG ~4.9x - well above the 2x danger threshold. Expectations priced for AV/robotaxi delivery.
$391.06last
$351fib
+11.4%vs fib
#2
GOOGLAlphabet Inc. Class A
PEG ~3.2x - Search-cycle uncertainty colliding with Capex commitments to AI infra.
$354.46last
$272fib
+30.3%vs fib
#3
PLTRPalantir Technologies Inc.
PEG ~2.5x - narrative premium; commercial-segment ARR has to keep accelerating.
$134.44last
$137fib
-1.9%vs fib
#4
AAPLApple Inc.
PEG ~2.5x - defensive premium with limited near-term AI revenue catalyst.
$333.26last
#5
INTCIntel Corporation
PEG ~2.3x - turnaround story; Foundry/18A hopes priced before delivery.
$96.98last
$60fib
+61.6%vs fib
#6
ALABAstera Labs, Inc.
PEG ~2.0x - Astera Labs at the threshold; AI connectivity TAM expectations.
$319.74last
$186fib
+71.9%vs fib

Mispriced (PEG < 1)

9 picks

#1
SOFISoFi Technologies, Inc.
PEG ~0.9x - fintech compounder; loan growth + member adds.
$17.32last
#2
NVDANVIDIA Corporation
PEG ~0.9x - surprising. AI accelerator dominance, growth still outpacing the multiple.
$207.40last
$71fib
+192.1%vs fib
#3
AMDAdvanced Micro Devices, Inc.
PEG ~0.8x - only credible GPU #2; MI400 ramp expected to inflect 2026 EPS.
$500.94last
$253fib
+98.0%vs fib
#4
NOWServiceNow, Inc.
PEG ~0.7x - ServiceNow agentic AI platform; enterprise consolidation play.
$104.01last
#5
AVGOBroadcom Inc.
PEG ~0.7x - custom AI silicon for hyperscalers + networking.
$374.45last
$336fib
+11.4%vs fib
#6
HIMSHims & Hers Health, Inc.
PEG ~0.6x - telehealth/GLP-1 platform; D2C compounder.
$33.68last
#7
SNDKSanDisk Corporation
PEG ~0.5x - NAND flash post-WDC spinoff; ride the AI memory cycle. Already in Top Performers (+400% YTD).
$1411.08last
#8
ORCLOracle Corporation
PEG ~0.5x - OCI growth + multi-cloud database; AI-cloud sleeper.
$124.21last
#9
MUMicron Technology, Inc.
PEG ~0.3x - cheapest on the chart. Memory supercycle + HBM allocation tightness; FY26 op-income est ~$77B (+684% YoY). Convergent with the DRAM bubble thesis.
$853.20last
$850fib
+0.4%vs fib

Watch zone (PEG 1-2)

6 picks

#1
AMZNAmazon.com, Inc.
PEG ~1.6x - AWS reaccel + retail margin expansion vs. Capex drag.
$249.89last
$232fib
+7.7%vs fib
#2
METAMeta Platforms, Inc.
PEG ~1.6x - ad-platform compounding; AI infra Capex weighing.
$664.54last
#3
ASMLASML Holding N.V.
PEG ~1.5x - EUV monopoly; cyclical timing of memory/foundry orders.
$1784.87last
$1205fib
+48.1%vs fib
#4
HOODRobinhood Markets, Inc.
PEG ~1.5x - retail-trading platform, prediction-markets optionality.
$106.02last
#5
TSMTaiwan Semiconductor Manufacturing Co.
PEG ~1.4x - foundry essential utility for the entire AI accelerator stack.
$409.74last
$314fib
+30.5%vs fib
#6
MSFTMicrosoft Corporation
PEG ~1.2x - Azure + Copilot revenue inflection vs. ~$80B Capex run-rate.
$401.10last

Frequently asked questions

What stocks are in the Popular Stocks by PEG · 2026-05-03 watchlist?: The Popular Stocks by PEG · 2026-05-03 watchlist tracks 21 tickers on QuantAbundancia: TSLA, GOOGL, PLTR, AAPL, INTC, ALAB, SOFI, NVDA, AMD, NOW, plus 11 more.
What is the Popular Stocks by PEG · 2026-05-03 watchlist?: PEG-ratio snapshot of 21 popular AI / mega-cap names, ranked high → low. PEG > 2 is the editorial "danger zone" (rich vs. expected growth); PEG < 1 flags potentially mispriced growth. Notable: NVDA, AMD, AVGO, MU all sit at PEG < 1 despite being the most-watched names in the AI buildout - growth still outpaces the multiple. PEG moves daily; this is a one-day snapshot, not a live tracker.

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