Brass Bull Alerts

$SPY $QQQ $NVDA $AMZN $AVGO $MU $ORCL $TSM Do you know who Peter Lynch is? He used to say that stocks with a PEG ratio below 1 are undervalued relative to their growth. Right now some of the biggest companies in the world are trading below that level👀 🍌 $NVDA 🍌 0.39x PEG The biggest company in the world and still the king of the AI jungle. When the hyperscalers need chips that actually work, they call Jensen 
🍌 $AMZN 📦 0.64x PEG Reports tomorrow. Still working that longer term cup and handle structure on the weekly. Good names and good companies tend to overshoot their measured moves 
🍌 $AVGO 🔥 0.66x PEG Still well off its highs. The quiet killer: custom AI chips + networking + a software business that prints cash. One of the cleaner setups on any list 
🍌 $MU 💾 0.73x PEG Up over 300% in a year and still cheap on PEG. Memory is the other half of the AI compute equation and these names have given their pounds of flesh in the recent rolling corrections 
🍌 $ORCL ☁️ 0.59x PEG Down hard over the past year. Cloud + AI infrastructure story that got smoked and is now sitting at levels that make the math look interesting again 
🍌 $TSM 🏭 0.41x PEG The foundry that actually makes the AI chips. Massive scale, critical to the entire buildout, and still trading at a valuation that looks too cheap relative to the growth coming out of the AI ramp You hear me often say, this is classic GARP (Growth At A Reasonable Price) confluence The market has been testing the AI trade with a bunch of FUD, but the actual companies keep delivering and the valuations on the leaders keep getting more reasonable relative to the growth rates they’re guiding. When you hear “worst monthly decline since the dotcom bust” type superlatives in momentum tech and then you layer on PEG ratios this low on the biggest AI beneficiaries, it usually means at least a local bottom is near and at best a major one Under the hood, we’ve had the usual rolling corrections in semiconductors and photonics while the indexes stayed relatively resilient. Combine that with positive Presidential Cycle Pattern (PCP) seasonality into year end (midterm years tend to bottom and run in the back half), improving breadth signals in places, and these kinds of valuation resets, and you get multiple points of confluence. Put it all in the stew 🍲 and the setup for the better AI names into the end of the year starts to make more sense Not every low PEG is a buy (cyclicals can mislead, growth can slow, estimates can be wrong), but when the biggest, most strategically important companies in the AI buildout are flashing Lynch style numbers while still sitting on strong technical structures and demand backlogs, it deserves a closer look, I MEAN LOOK AT NVDA’s PEG while growing 70% in 2028 🤯 My personal favorites from this group for the combination of growth, valuation, and setup remain $NVDA, $AVGO, and $AMZN with $MU and $TSM as the higher beta semiconductor plays that still look buyable on dips Key levels and detailed LIVE trade triggers for the week are in the SUBSCRIBERS 🍇 room as always. Charts, measured moves, and the exact confluence breakdowns, options activity are there too Not financial advice! Much much love! 💜🍌🍌🍌