ASML
ASML Holding
Information Technology
Fwd P/E, P/FCF
WFE monopoly — fwd earnings catch next cycle, FCF structural
$1,740.99
+2.15%
+6.87%
−3.38%
+14.94%
+29.57%
+50.32%
+153.63%
+161.30%
+131.37%
+18.27%
1.05M
668.71B
54.20
40.9
+1.40
29.29
-1.22
16.29
10.9
+1.83
26.89
17.65
+1.27
43.31
30.50
+1.83
51.44
37.91
+0.82
59.16
53.02
+0.19
0.44%
0.78%
-1.31
TSM
Taiwan Semiconductor (TSMC)
Information Technology
P/E, EV/EBITDA
Fabless semis — earnings + EBITDA; memory and IDM get P/B overrides
$420.04
+0.44%
+3.91%
−3.87%
+1.66%
+27.66%
+32.10%
+83.55%
+357.96%
+285.45%
+30.98%
9.13M
2.18T
30.32
24.6
+0.83
19.44
-0.76
15.25
9.6
+1.85
11.82
6.62
+2.38
23.53
13.01
+2.74
24.69
15.40
+1.81
54.59
45.37
+0.51
0.71%
1.70%
-1.23
AMZN
Amazon (Bedrock)
Consumer Discretionary
EV/EBITDA, P/FCF
Two-engine model with heavy AWS capex — EBITDA neutralizes mix
$274.48
+0.82%
+1.07%
+11.11%
+1.22%
+23.26%
+21.18%
+23.47%
+114.09%
+64.27%
+10.44%
31.38M
2.96T
22.08
60.9
-0.44
26.57
-0.39
3.82
3.4
+0.63
5.37
11.91
-1.27
15.10
23.94
-1.29
18.54
24.83
-1.10
-257.43
2.32
-0.94
0.00%
0.00%
—
NVDA
Nvidia
Information Technology
P/E, EV/EBITDA
Fabless asset-light AI accelerator — earnings real, EBITDA cross-checks cycle
$223.96
+2.27%
+11.56%
+10.44%
+6.01%
+30.46%
+18.74%
+24.99%
+406.89%
+1007.34%
+61.75%
104.73M
5.42T
34.30
65.2
-0.87
17.37
-1.34
21.40
21.6
-0.03
27.75
27.62
+0.01
30.26
48.15
-0.97
43.48
58.08
-0.59
45.87
67.94
-0.64
0.02%
0.12%
-0.84
AAPL
Apple Inc.
Information Technology
P/E, P/FCF
Cash-generation machine — earnings + FCF capture the buyback engine
$313.33
+0.29%
+1.43%
−0.91%
+9.11%
+13.77%
+15.83%
+47.51%
+64.98%
+119.70%
+17.05%
34.33M
4.57T
35.92
28.4
+1.13
32.94
+0.68
9.81
6.8
+1.64
42.57
35.41
+0.48
24.99
20.74
+0.88
31.42
23.62
+1.25
33.73
26.32
+1.12
0.34%
0.70%
-1.00
GOOG
Alphabet (DeepMind)
Communication Services
P/E, EV/EBITDA
Mature platform with steady earnings; EBITDA controls for AI-capex distortion
$353.47
−0.88%
−0.89%
−0.78%
−10.53%
+6.82%
+12.25%
+80.01%
+177.20%
+158.39%
+20.91%
13.16M
4.32T
17.76
26.4
-1.74
23.99
-0.49
4.38
3.1
+2.01
6.94
6.17
+0.53
23.84
17.41
+2.25
23.43
18.64
+1.51
81.67
32.74
+4.33
0.24%
0.08%
+1.17
MSFT
Microsoft (Copilot)
Information Technology
P/E, EV/EBITDA
Mature cloud platform — capex now distorts P/FCF, EBITDA cleaner
$499.99
+0.03%
+7.59%
+30.08%
+19.08%
+27.57%
+6.19%
−3.99%
+56.28%
+80.69%
+12.56%
24.14M
3.71T
27.86
32.2
-0.88
21.30
-2.20
11.19
10.9
+0.16
8.39
11.50
-1.49
14.13
20.84
-2.04
20.34
24.41
-1.08
55.55
37.39
+2.50
0.73%
0.95%
-0.82
META
Meta Platforms
Communication Services
P/E, EV/EBITDA
Cash-rich platform; EBITDA neutralizes Reality Labs and AI capex
$592.10
+0.37%
+6.36%
−6.24%
−3.92%
−11.50%
−8.80%
−23.05%
+90.04%
+65.18%
+10.56%
11.04M
1.51T
22.30
25.8
-0.58
16.85
-1.50
5.72
6.6
-0.52
5.78
6.40
-0.36
13.11
15.04
-0.58
11.66
15.66
-0.92
37.08
29.00
+1.02
0.35%
0.08%
+2.04
SPCX
Space Exploration Technologies Corp.
Industrials
P/S, EV/EBITDA
Pre-profit space + Starlink + xAI platform — P/S anchors, EBITDA prices the optionality
$133.11
+15.83%
+22.83%
−12.52%
—
—
−17.30%
—
—
—
—
235.22M
1.75T
—
—
—
71.84
—
—
—
—
13.79
27.86
-0.61
—
—
—
—
—
—
—
—
—
—
—
—
TSLA
Tesla
Consumer Discretionary
Fwd P/E, P/S
Hybrid auto + AI bet — fwd P/E grounds, P/S frames the growth story
$328.58
+2.83%
+5.58%
−19.18%
−20.21%
−17.28%
−24.99%
+2.71%
+29.31%
+38.11%
+6.67%
38.84M
1.3T
305.29
187.0
+0.31
148.06
-0.10
12.52
10.5
+0.35
14.94
18.10
-0.37
129.34
89.50
+0.62
62.25
70.60
-0.25
201.87
151.89
+0.19
0.00%
0.00%
—