Travis Hoium
π€ SpeakerAppearances Over Time
Podcast Appearances
Price earnings multiple is 24, still a phenomenal growth company.
But John, you went with Micron instead, arguably a little bit a step down on the value chain of actually building these systems and these chips.
So why Micron instead of a company like NVIDIA?
Well, it's so hard to look at the valuation of a company like Micron as well, because given that growth rate, I'm just looking at the forward price to earnings multiple.
It's 4.8 right now, which just seems absolutely crazy.
All right, I want to get you guys' takes on it.
All right, John, you have to pick one champion out of your final four.
Who have you got?
All right, Lou, out of your four, who have you got?
Is that sentiment completely changed for Sundar Pichai?
I like it.
Well, we do have to circle back to Meta when we come back, get an idea of what's going on with the future of that company.
You're listening to Motley Fool Money.
If you're going to be dumb, you got to be tough.
Welcome back to Motley Fool Money.
Meta's side quest into the metaverse is coming to a somewhat unceremonious end horizon.
The metaverse is officially being shut down or neglected even more than it already was.
I've just got to start with this, guys.
John, does Meta Platforms now need to change its name from that, maybe back to Facebook or something else?
But it seems like this name doesn't really identify where the company is right now.