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r/valueinvesting
Is now a good moment to sell saas and buy semiconductors?
Investor summaryNeutral
Author considers rotating from expensive SaaS like MSFT to cheaper semis like MU and SNDK due to AI threats and strong semi earnings.
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If I'm down less than 20% with saas like Microsoft and Adobe, is now a good moment to sell them and buy semiconductors and hardware companies like Micron and Sandisk? It looks like saas will be slowly destroyed by AI in a few years. Micron had excellent earnings yesterday, and it looks like it can grow for at least another year. Micron has a low forward p/e, Sandisk also look very cheap. Microsoft looks expensive at a p/e of 21 and forward p/e of 19. What do you think?
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