Miner Company
Why I Remain Constructive On U.S. Markets
The S&P 500 correction may not be over, with a base case bottoming around 6,300 and a 2026 year-end target of 7,800. I see significant valuation resets in mega-cap tech, with Microsoft, Nvidia, Meta, Oracle, Broadcom, and AMD offering compelling forward PEG ratios.
The S&P 500 correction may not be over, with a base case bottoming around 6,300 and a 2026 year-end target of 7,800. I see significant valuation resets in mega-cap tech, with Microsoft, Nvidia, Meta, Oracle, Broadcom, and AMD offering compelling forward PEG ratios.