Dominic (Dom) Rizzo

speaker

610 appearances 1 recordings 1 series first heard Jun 2026 last heard 8 Jun

Dominic (Dom) Rizzo’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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system.

I'll very quickly, because I think it's such an important topic, but I wanted to make sure we hit it.

So first, let's just do semiconductors versus software.

Both are trading at like mid-20s earnings multiples.

The semiconductor sales multiple is now closer to nine times.

The software multiple is closer to six times.

Historically, that would be flipped, right?

That would be the other way.

Part of that is the margins have gone up a lot at semis, and part of that's the questioning around the long-term software business model.

What I find so interesting right now is

is that the Mag7 actually trade at a cheaper peg ratio than the rest of the market.

So PE to growth.

So they trade at roughly a peg ratio of one times, 22 times and 22% earnings growth.

The rest of the market trades at like a 1.25 times peg.

And then so many of these companies we just said, the large semiconductor companies, trade at peg ratios of 0.4, 0.5 times.

So you're talking incredible growth, 30, 40, 50% growth, but then you're talking 15, 20, 30 times earnings.

So I look at valuations today.

I think they're fine.

That doesn't mean that you can't have momentum reversals, right?

We've had a very heavy momentum market year to date.

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