A lot of US stocks have already regained their ATH and it looks like the rise will continue. Personally, I don't buy much anymore because I find it expensive. The exception for me is European stocks, so I will continue to overbuy $NVO.
What about you? What stocks do you still find cheap or fairly valued?
A month ago I was buying cheap $NVDA and now I'd rather save my money for the next drop.
Overall, investors are now shifting capital from the US to Europe, so I'm wondering how represented are European companies in your portfolio?
I did buy $AVGO and $ASML during the downturn, but $AVGO has grown quite a bit since then. Otherwise, $NVO is still terribly undervalued, so I'll be overbought too.