ARE AI STOCKS FINALLY GETTING CHEAP? WALL STREET SAYS OPPORTUNITIES ARE EMERGING! After the recent selloff, look at these forward price-to-sales valuations: 🟢 $CRWV — 2x 🟢 $MU — 4x 🟢 $VRT — 6x 🟢 $NBIS — 8x 🟢 $NVDA — 10x 🟢 $AVGO — 11x 🟡 $CRDO — 14x 🟡 $AMD — 15x 🔴 $ANET — 18x 🔴 $ALAB — 23x AND WALL STREET IS STARTING TO AGREE. 🏦 J.P. Morgan — September 28, 2026: "The fundamental case is constructive and there are plenty of opportunities within the AI complex." J.P. Morgan says the recent correction has improved valuations and could attract investors back into semiconductor stocks. 🏦 Bank of America — October 2026: BofA reports that the semiconductor index trades at approximately 21x forward earnings — 12% below its median since ChatGPT launched. The bank's preferred semiconductor opportunities include $NVDA, $MU, $MRVL, $INTC and $LRCX. OUR FAVORITES AT THE VALUATIONS SHOWN: $MU — 4x: High-bandwidth memory demand continues expanding. $VRT — 6x: AI data centers need power and cooling. $NVDA — 10x: AI computing leadership with a powerful software ecosystem. $AVGO — 11x: Custom AI chips and networking. 🎯 THE BIG QUESTION: If AI infrastructure spending keeps growing while stock valuations decline, are we looking at the next major buying opportunity? AI DEMAND IS GROWING. VALUATIONS ARE RESETTING. THE OPPORTUNITY MAY BE GETTING BIGGER. But remember: Low price-to-sales multiples don't automatically mean cheap stocks. Profit margins, debt and future growth matter. $NVDA $AVGO $MU $VRT $AMD $CRWV $NBIS #AI #Stocks #Semiconductors #Investing Sources: J.P. Morgan analysis reported by Reuters Bank of America semiconductor outlook Valuation multiples are from the supplied graphic and have not been independently verified as current. 📷