The Morning Filter 4 Stocks to Buy Before Their Big Discounts Disappear
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Feb 9, 2026 They debate whether last week’s software selloff was overdone and if the AI trade still has legs. They flag upcoming CPI and earnings to watch, including Applied Materials and Zimmer Biomet. They discuss whether Alphabet, Amazon, AMD, or Palantir look attractive after results. They close with four stocks trading at big discounts and why those valuations might not last.
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AMD Drop Reflects Expectations, Not Fundamentals
- AMD's results beat and guidance stayed intact, but sentiment may have been overly optimistic into the print.
- The sell-off left AMD trading at a solid discount to Morningstar fair value (about 23%).
Palantir Needs Rapid Growth To Justify Valuation
- Palantir raised guidance and Morningstar nudged fair value modestly, but valuation still requires very high growth assumptions.
- Even with strong growth forecasts, the stock trades at a high multiple versus forecasted earnings.
Teradyne Repriced Up On AI-Driven Demand
- Teradyne's outlook and demand from AI build-out led Morningstar to raise fair value substantially.
- Despite higher forecasts, the market still prices lofty growth expectations above Morningstar's target multiple.