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However, he acknowledges that not all stock valuations are equivalent. For instance, while NVIDIA is trading at 46 times its next year’s earnings, companies like Palantir are even higher. This discrepancy highlights the crucial need for investors to carefully evaluate individual stock potentials rather than generalizing based on sector-wide trends.

Investment Opportunities in Specific Stocks

Among the stocks that Munster identifies as potential opportunities are Micron and Apple.