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Mexican airports trade at 11-13x EBITDA with 3.5-4.2% yields, poised for reshoring boom.
TSLA down 30% YTD on missed deliveries & competition. Visionary stock, but execution risks loom.
S&P 500 CAPE ratio at 38 signals lower future returns; value stocks may offer opportunity.
Intuit's AI bet didn't shield it from a market panic; stock plunged despite strong growth, now recovering to $350B valuation.
Broadcom's deal with Alphabet removes bearish risks, boosting AI chip growth and potentially exceeding $100B revenue.
NVDA's 65% growth & $4.6T cap may disappoint growth investors; P/E at 37 vs S&P 29.
MU's 485% rally cools; 15.58% downside risk to $318.89 target. HBM wars heat up!
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