Quick Note: Sharing updated data on 50+ top semiconductor stocks (such as Nvidia, Broadcom and AMD). The data is sorted by market cap, and you can see performance has been quite weak over the last month (despite strong analyst ratings, which are also included). Hopefully this data is helpful as you research ideas.
Intel Is Ugly: So Are AMD, Nvidia and Micron
Top semiconductor businesses (including Intel, Micron, Nvidia and AMD) have a few things in common, such as strong margins and ugly year-to-date performance. However, their underlying businesses and growth rates are very different. This report focuses on Intel, the leader in PC and server chips, and then compares it to competitors Nvidia, AMD and Micron. We conclude with our opinion on investing.
Micron: 25 Growth Stocks To Rip Higher
To the satisfaction of many prognosticators, hoards of “pandemic darling” stocks have now fallen more than 30%, 50% and even 70%. However, it’s worth noting that some of them actually have impressive businesses and now trade at dramatically more compelling valuation multiples—even after taking into consideration the risks created by the fed’s aggressive interest rate hike trajectory (to battle inflation) which could drive us into recession and decisively warrant discounted valuation multiples being assigned to these businesses still on track to achieve significantly higher future earnings. In this report, we highlight 25 examples, including a special focus on Micron (MU).