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 QuantAbundance: 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.

Via @stocksavvyshay on X

Aligns with the AI Compute Accelerators bubble5/21

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

May 3 → Nov 6 · 21/21 picks · equal-weight

-3.1%

Popular Stocks by PEG · 2026-05-03

+2.4%

SPY

-5.5%

alpha

topAMD+30.9%·MSFT+28.6%·AAPL+23.8%

dragINTC-41.3%·ORCL-35.8%·SNDK-32.9%

Danger zone (PEG > 2)

6 picks

#1
TSLATesla, Inc.
PEG ~4.9x - well above the 2x danger threshold. Expectations priced for AV/robotaxi delivery.
$358.22last
$351fib
+2.1%vs fib
#2
GOOGLAlphabet Inc. Class A
PEG ~3.2x - Search-cycle uncertainty colliding with Capex commitments to AI infra.
$284.78last
$272fib
+4.7%vs fib
#3
PLTRPalantir Technologies Inc.
PEG ~2.5x - narrative premium; commercial-segment ARR has to keep accelerating.
$160.38last
$137fib
+17.1%vs fib
#4
AAPLApple Inc.
PEG ~2.5x - defensive premium with limited near-term AI revenue catalyst.
$342.37last
#5
INTCIntel Corporation
PEG ~2.3x - turnaround story; Foundry/18A hopes priced before delivery.
$56.28last
$60fib
-6.2%vs fib
#6
ALABAstera Labs, Inc.
PEG ~2.0x - Astera Labs at the threshold; AI connectivity TAM expectations.
$190.71last
$186fib
+2.5%vs fib

Mispriced (PEG < 1)

9 picks

#1
SOFISoFi Technologies, Inc.
PEG ~0.9x - fintech compounder; loan growth + member adds.
$16.21last
#2
NVDANVIDIA Corporation
PEG ~0.9x - surprising. AI accelerator dominance, growth still outpacing the multiple.
$186.64last
#3
AMDAdvanced Micro Devices, Inc.
PEG ~0.8x - only credible GPU #2; MI400 ramp expected to inflect 2026 EPS.
$449.04last
$253fib
+77.5%vs fib
#4
NOWServiceNow, Inc.
PEG ~0.7x - ServiceNow agentic AI platform; enterprise consolidation play.
$101.97last
#5
AVGOBroadcom Inc.
PEG ~0.7x - custom AI silicon for hyperscalers + networking.
$293.69last
$336fib
-12.6%vs fib
#6
HIMSHims & Hers Health, Inc.
PEG ~0.6x - telehealth/GLP-1 platform; D2C compounder.
$26.00last
#7
SNDKSanDisk Corporation
PEG ~0.5x - NAND flash post-WDC spinoff; ride the AI memory cycle. Already in Top Performers (+400% YTD).
$835.06last
#8
ORCLOracle Corporation
PEG ~0.5x - OCI growth + multi-cloud database; AI-cloud sleeper.
$116.10last
#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.
$690.00last
$750fib
-8.0%vs fib

Watch zone (PEG 1-2)