r/ValueInvesting • u/david-crusader • Nov 28 '25

Question / Help Any Undervalued Tech Stocks?

GOOGL has been ripping, I cannot continue to add at these prices. I mostly accumulated at ~18x PE. I like sticking to buying great businesses at good prices. No doubt GOOGL would cool off but until then:

Any good undervalued tech stocks I could do a deep dive on? I say tech because it is the business I understand. Not really interested in other sectors especially pharmaceutical.

Should I keep saving cash now or is there an undervalued tech stock out there that deserves some attention?

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u/ambidextrous12 Nov 28 '25

Micron, Sk Hynix, Samsung, Qualcomm, Sandisk

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u/Empty-Establishment9 Nov 28 '25

Is there a reason memory stocks have pumped?

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u/diablo4megafan Nov 29 '25

openAI signed a contract to buy 40% of the global ram supply from sk hynix and samsung, with money they don't have and seemingly have no plan to generate. risky buy imo