Watchlist

Popular Stocks by PEG · 2026-05-03

PEG-ratio snapshot of 21 popular AI / mega-cap names, ranked high → low. PEG > 2 is the editorial "danger zone" (rich vs. expected growth); PEG < 1 flags potentially mispriced growth. Notable: NVDA, AMD, AVGO, MU all sit at PEG < 1 despite being the most-watched names in the AI buildout — growth still outpaces the multiple. PEG moves daily; this is a one-day snapshot, not a live tracker.

source: tweet-stocksavvyshay-2026-05-03

Danger zone (PEG > 2)

6 picks

#1
TSLATesla, Inc.
PEG ~4.9x — well above the 2x danger threshold. Expectations priced for AV/robotaxi delivery.
$398.73last
$351fib
+13.6%vs fib
#2
GOOGLAlphabet Inc. Class A
PEG ~3.2x — Search-cycle uncertainty colliding with Capex commitments to AI infra.
$398.04last
$272fib
+46.3%vs fib
#3
PLTRPalantir Technologies Inc.
PEG ~2.5x — narrative premium; commercial-segment ARR has to keep accelerating.
$133.79last
$137fib
-2.3%vs fib
#4
AAPLApple Inc.
PEG ~2.5x — defensive premium with limited near-term AI revenue catalyst.
$287.51last
#5
INTCIntel Corporation
PEG ~2.3x — turnaround story; Foundry/18A hopes priced before delivery.
$113.01last
$60fib
+88.4%vs fib
#6
ALABAstera Labs, Inc.
PEG ~2.0x — Astera Labs at the threshold; AI connectivity TAM expectations.
$213.91last
$186fib
+15.0%vs fib

Mispriced (PEG < 1)

9 picks

#1
SOFISoFi Technologies, Inc.
PEG ~0.9x — fintech compounder; loan growth + member adds.
$16.30last
#2
NVDANVIDIA Corporation
PEG ~0.9x — surprising. AI accelerator dominance, growth still outpacing the multiple.
$207.83last
$71fib
+192.7%vs fib
#3

Watch zone (PEG 1-2)

6 picks

#1
AMZNAmazon.com, Inc.
PEG ~1.6x — AWS reaccel + retail margin expansion vs. Capex drag.
$274.99last
$232fib
+18.5%vs fib
#2
METAMeta Platforms, Inc.
PEG ~1.6x — ad-platform compounding; AI infra Capex weighing.
$612.88last
#3