AAPL
Apple Inc.
Information Technology
P/E, P/FCF
Cash-generation machine — earnings + FCF capture the buyback engine
$349.16
+1.98%
−0.66%
+0.57%
+11.07%
+16.93%
+26.67%
+27.21%
+99.46%
+132.99%
+18.43%
16.3M
5.07T
38.25
28.6
+1.44
33.09
+0.67
10.44
6.9
+1.91
45.34
35.58
+0.65
24.99
20.83
+0.86
33.47
23.79
+1.53
35.92
26.48
+1.42
0.31%
0.69%
-1.04
ASML
ASML Holding
Information Technology
Fwd P/E, P/FCF
WFE monopoly — fwd earnings catch next cycle, FCF structural
$1,511.77
+6.11%
−9.01%
−19.39%
−17.70%
−10.27%
+23.17%
+37.34%
+139.83%
+75.48%
+11.90%
1.15M
582.66B
54.29
41.1
+1.38
23.85
-1.81
16.32
11.0
+1.78
26.94
17.80
+1.25
43.31
30.72
+1.77
51.52
38.13
+0.81
59.26
53.12
+0.19
0.44%
0.78%
-1.29
TSM
Taiwan Semiconductor (TSMC)
Information Technology
P/E, EV/EBITDA
Fabless semis — earnings + EBITDA; memory and IDM get P/B overrides
$389.43
+3.72%
−7.56%
−18.02%
−10.04%
−8.34%
+18.39%
+29.21%
+345.05%
+236.38%
+27.46%
8.42M
2.02T
32.52
24.7
+1.14
16.65
-1.18
16.36
9.7
+2.14
11.57
6.75
+2.19
23.56
13.19
+2.56
26.49
15.56
+2.09
58.57
45.54
+0.73
0.71%
1.66%
-1.18
AMZN
Amazon (Bedrock)
Consumer Discretionary
EV/EBITDA, P/FCF
Two-engine model with heavy AWS capex — EBITDA neutralizes mix
$268.43
+3.52%
+7.88%
+2.06%
−6.76%
−4.91%
+14.48%
+3.64%
+89.27%
+48.64%
+8.25%
27.35M
2.9T
20.23
60.1
-0.46
24.62
-0.41
3.50
3.4
+0.17
4.92
11.77
-1.32
15.10
23.77
-1.26
16.99
24.69
-1.34
-235.90
-2.39
-0.85
0.00%
0.00%
—
MSFT
Microsoft (Copilot)
Information Technology
P/E, EV/EBITDA
Mature cloud platform — capex now distorts P/FCF, EBITDA cleaner
$544.28
+2.58%
+1.67%
+1.53%
+5.05%
+28.34%
+12.91%
+5.48%
+56.92%
+64.06%
+10.41%
9.75M
4.04T
28.84
32.1
-0.67
22.49
-1.95
11.58
10.9
+0.36
8.69
11.43
-1.30
14.13
20.71
-1.94
21.06
24.33
-0.86
57.50
37.73
+2.59
0.70%
0.94%
-0.90
NVDA
Nvidia
Information Technology
P/E, EV/EBITDA
Fabless asset-light AI accelerator — earnings real, EBITDA cross-checks cycle
$176.99
−5.17%
−8.80%
−19.02%
−14.11%
−13.07%
−0.94%
−4.16%
+342.29%
+508.56%
+43.50%
306.98M
4.27T
29.57
65.4
-0.99
11.12
-1.51
18.65
21.8
-0.38
24.67
27.85
-0.23
24.63
48.18
-1.26
42.29
58.54
-0.66
44.73
68.38
-0.69
0.12%
0.12%
+0.04
META
Meta Platforms
Communication Services
P/E, EV/EBITDA
Cash-rich platform; EBITDA neutralizes Reality Labs and AI capex
$642.67
+5.33%
−0.79%
−15.36%
+2.64%
+0.26%
−5.95%
−3.73%
+97.53%
+81.91%
+12.71%
8.92M
1.64T
27.43
25.7
+0.29
18.06
-1.30
7.04
6.6
+0.23
7.10
6.40
+0.41
13.11
15.00
-0.57
14.34
15.60
-0.29
45.59
29.21
+2.05
0.29%
0.09%
+1.47
GOOG
Alphabet (DeepMind)
Communication Services
P/E, EV/EBITDA
Mature platform with steady earnings; EBITDA controls for AI-capex distortion
$288.75
+1.70%
+2.05%
−17.67%
−20.16%
−28.40%
−9.78%
−0.03%
+124.68%
+91.91%
+13.93%
11.88M
3.55T
17.10
26.2
-1.79
18.71
-1.48
4.21
3.1
+1.69
6.69
6.18
+0.35
23.84
17.53
+2.13
22.56
18.72
+1.21
78.64
33.63
+3.50
0.25%
0.08%
+1.20
SPCX
Space Exploration Technologies Corp.
Industrials
P/S, EV/EBITDA
Pre-profit space + Starlink + xAI platform — P/S anchors, EBITDA prices the optionality
$141.07
+5.06%
−0.33%
−16.38%
−3.22%
—
−16.58%
—
—
—
—
64.97M
1.92T
—
—
—
52.96
—
—
—
—
15.40
21.87
-0.36
—
—
—
—
—
—
—
—
—
—
—
—
TSLA
Tesla
Consumer Discretionary
Fwd P/E, P/S
Hybrid auto + AI bet — fwd P/E grounds, P/S frames the growth story
$377.50
+5.38%
−10.40%
−4.47%
+8.26%
−16.37%
−18.23%
−22.47%
+74.18%
−7.59%
−1.57%
17.48M
1.49T
345.73
189.5
+0.42
174.83
-0.04
14.18
10.5
+0.62
16.92
18.06
-0.13
129.34
90.17
+0.61
70.50
70.55
-0.00
228.61
153.03
+0.30
0.00%
0.00%
—