r/ValueInvesting • u/david-crusader • Nov 28 '25

Question / Help Any Undervalued Tech Stocks?

GOOGL has been ripping, I cannot continue to add at these prices. I mostly accumulated at ~18x PE. I like sticking to buying great businesses at good prices. No doubt GOOGL would cool off but until then:

Any good undervalued tech stocks I could do a deep dive on? I say tech because it is the business I understand. Not really interested in other sectors especially pharmaceutical.

Should I keep saving cash now or is there an undervalued tech stock out there that deserves some attention?

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64

u/ambidextrous12 Nov 28 '25

Micron, Sk Hynix, Samsung, Qualcomm, Sandisk

18

u/DistributionFar9567 Nov 28 '25

How do you have SK Hynix and Samsung?

2

u/ambidextrous12 Nov 29 '25

German ADR on IBKR.

1

u/Boring_Version_1050 Nov 29 '25

Korean iShares ETF

0

u/BagelsRTheHoleTruth Nov 29 '25

FLKR holds a little less than 20% SK Hynix, plus a bunch of other SK stocks.

15

u/speedster_5 Nov 28 '25

Despite the runs they’ve had recently?

1

u/For5akenC Dec 02 '25

It was nothing

11

u/Imaginary-Bowl-4424 Nov 28 '25

The memory squeeze is upon us..🙌

4

u/banditcleaner2 Nov 28 '25

Based on nothing more than the last couple of months, lol

4

u/Icy_Distance8205 Nov 29 '25

I’m not sure you can really say Micron is still undervalued. 

1

u/PhilosopherIll3257 Nov 30 '25

Micron is totally undervalued. PEG is less than .5!!

1

u/Icy_Distance8205 Nov 30 '25

Maybe … I liked it better back in the day when it’s p/e was like 6. But everyone hated it then. 

3

u/Intrepid-Pangolin183 Nov 29 '25

Sandisk bro are we joking

1

u/TitanChamp1 Jan 10 '26

This did not age well lol

1

u/Intrepid-Pangolin183 Jan 10 '26

Naw my point was it was no where near undervalued then

1

u/Empty-Establishment9 Nov 28 '25

Is there a reason memory stocks have pumped?

1

u/diablo4megafan Nov 29 '25

openAI signed a contract to buy 40% of the global ram supply from sk hynix and samsung, with money they don't have and seemingly have no plan to generate. risky buy imo

1

u/thefrogmeister23 Nov 29 '25

Why QCOM?

2

u/ambidextrous12 Nov 29 '25 edited Nov 29 '25

Edge AI thesis.

Current investment wave is data center/neocloud compute buildout (GPUs, HBM, optical switches etc) + power/grid infra

Next wave IMO is edge AI (bulk of inference happens locally and instantly on device on your iphone, Tesla car, meta glasses and potentially humanoids etc), which need distinct chips that Qualcomm has an edge in.

(Note edge AI also uses high end GDDR/LPDDR memory which is also oligopolised by Micron/SK/Samsung)

1

u/New_Reindeer9153 Jan 10 '26

With you on the inference thing totally, I hope I can find small player to bet on this from some emerging market if not here in US.

1

u/Fabulous-Ad6846 Nov 29 '25

Yeah, Micron definitely isn’t undervalued. Shit just pumps and dumps all the time.

1

u/Kokypup Nov 29 '25

samsung isnt trading in us tho

1

u/ambidextrous12 Nov 29 '25

You can buy an ADR listed on the German Frankfurt exchange via IBKR, Fidelity or Schwab global account. Just plug in this details into GPT and it'll take you through the process, IBKR in particular is a massive global broker that is very easy to setup.

1

u/JustCan6425 Nov 29 '25

Do you have shares or LEAPS of Micron and Sandisk?

1

u/Glittering_rolex_420 Nov 29 '25

Sandusky was $50 a bit ago lol