A Rare Valuation Gap Has Opened On QQQM, According To My Calculations

Financial Serenity1.46K FollowersFollow5ShareSavePlay(8min)CommentsSummaryInvesco NASDAQ 100 ETF (QQQM) presents an attractive valuation gap after a >10% decline, with sector earnings expectations intact.QQQM now trades near its 10-year average valuation; The fears that have compressed valuations are the “AI bubble” and the “Iran conflict”.At similar levels measured by the RSI indicator, potential accumulation zones have emerged (IMO).Risks stem from potential revenue impacts if inflation remains elevated due to geopolitical events, not from margin or cost pressures.I still see a buffer at these levels.; a sharp EPS contraction (-20%) would push forward P/E above 25-30x and trigger repricing. Khanchit Khirisutchalual/iStock via Getty Images The last time I talked about Invesco NASDAQ 100 ETF (QQQM) I was very positive, and I would be lying to you if I told you that despite the declines… even today… for me it still makes sense toThis article was written byFinancial Serenity1.46K FollowersFollowFinancial Serenity is a financial analysis and quantitative research column with a particular focus on the asset management sector. It is actively managed by Tommaso Scarpellini, a seasoned financial researcher and data analyst with proven experience in banking and financial analytics platforms. This initiative aims to provide an in-depth analysis of the dynamics driving the asset management market.

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