β Banking With Billy News
SEMICONDUCTORS ARE TRADING AT THEIR BIGGEST DISCOUNT TO THE S&P 500 SINCE 2018!
π Semis forward P/E: 13.8x
π S&P 500 forward P/E: 18.3x
π₯ Semis trade at jus
BWB News TV β’ 2026-11-05 21:12 UTC β’ By Billy Odell Tucker-Robinson
SEMICONDUCTORS ARE TRADING AT THEIR BIGGEST DISCOUNT TO THE S&P 500 SINCE 2018!
π Semis forward P/E: 13.8x
π S&P 500 forward P/E: 18.3x
π₯ Semis trade at just 0.75x the market multiple β versus a 5-year average of 1.18x!
That's a 25% valuation discount despite the AI boom.
π‘ Is this a generationβ¦
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