Samir Arora, founder of Helios Capital, said that for Indian investors like him, the valuations of U.S. technology stocks such as Google and Nvidia are not seriously overvalued. Arora listed the PEs of major U.S. technology stocks on the Weibo platform “X” (formerly Twitter). Arora said: “Indian investors like me do not think these stocks are seriously overvalued.” The list of U.S. technology giants given by market experts is as follows:
Arora was responding to a post by SEBI registered research analyst Sandip Sabharwal, which claimed that U.S. technology stocks are significantly overvalued and are the only major risk to global stock market gains. According to Sabharwal, the Fed has not indicated that it will raise interest rates. They simply indicated that rate cuts would be slower than previously expected.
“This is not necessarily a negative as it will prevent any major commodity price increases that would lead to higher inflation. Sooner or later the market will find its footing,” he said. Previously, Wall Street stocks suffered a major crash after the Federal Reserve expected to cut interest rates less in 2025 due to “increased” inflation.