The market, as usual, is having one of its little tantrums. Perfectly tiresome, really. But amidst the drama, a few rather attractive opportunities have presented themselves. One doesn’t chase rampant speculation, naturally, but a bit of sensible value? Now, that’s a different matter entirely. I’ve been having a look, and three stocks, currently experiencing a spot of undeserved unpopularity, have caught my eye. Let’s not be vulgar about it, but there’s potential here, don’t you think?
Nvidia: Still Rather Clever
Nvidia, trading at a mere 22 times this year’s earnings, and a positively pedestrian 17 times next year’s, is, frankly, a steal. The company remains the undisputed monarch of AI infrastructure – a position it doesn’t intend to relinquish, despite a few upstart challengers. One rather admires the tenacity.
They continue to innovate, of course, both in software and hardware. Big swings, yes, but necessary ones. While they’re currently leading the charge in AI model training, they’re not resting on their laurels. The inference side of things is receiving a considerable amount of attention, and the preparations for ‘agentic AI’ are proceeding apace. The acquisition of technology from Groq, and its integration with Vera Rubin, is a particularly shrewd move. And the partnership with OpenClaw? Simply brilliant. One suspects they’re quietly building a rather formidable empire.
Meta Platforms: A Most Unexpected Turnaround
Meta, trading at less than 21 times 2026 earnings and a positively charming 17.5 times 2027? One scarcely believes it. It seems the market has rather overlooked the fact that they’ve managed to apply AI to accelerate the growth of their core business. There have been a few… missteps, naturally. Large spending plans and mixed results are par for the course. But one thing is certain: they know how to leverage AI to bolster their advertising revenue.
Even if Meta eventually decides to outsource much of its AI to a company like Alphabet – a perfectly sensible option, really – it would still be a considerable win for investors. Removes a rather tiresome overhang, you see. And let’s not forget the continued growth potential as they refine their recommendation engine, keep users glued to their platforms, and help advertisers target and convert them with ever-increasing precision. The expansion of advertising on WhatsApp and Threads? A delightful prospect, I assure you. Years of growth still to come.
Salesforce: A Solidly Reliable Sort
Following the recent SaaS sell-off, Salesforce, trading at a forward price-to-sales multiple of 4 times and a forward P/E of 15 times, is, dare I say it, attractive. Particularly considering their projected revenue growth of over 10% annually through 2030 and their positioning as a leader in agentic AI. One appreciates a company with a long-term vision.
Their launch of Data 360, capable of reading data from the cloud and data warehouses in real time, and the acquisition of Informatica, have transformed Salesforce into a veritable master of records for their customers. Imperative, really, in this upcoming age of agentic AI. AI agents will require clean, structured data to avoid costly errors. Salesforce is playing the long game, and one wouldn’t dream of missing out on this opportunity while the stock remains… modestly priced. A solid, reliable sort, Salesforce. One approves.
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2026-03-21 00:12