Mid-Teens Forward P/E Compounders

The AI-infrastructure selloff and elevated oil prices have hit the market's richest multiples. This basket holds profitable, cash-generating large companies from different industries that trade at forward P/Es of roughly 13x to 17x. The idea is to own earnings that are cheap relative to their quality while the market questions AI returns. Several names are also well below their 52-week highs, which leaves room for a re-rating. Launch basket (equal weight): NU, APP, BKNG, UNH, MRK, MS Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.