We're almost halfway through 2024 & it's clear that the bigg...

Micron Q3 earnings: Time to buy the dip?

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ROM-STAR joined discussion · Jun 25 20:17

We're almost halfway through 2024 & it's clear that the biggest winners so far have been semiconductor companies -- let's delve into where these names stand based on their 2025 growth & earnings 🧐

Tier 1⃣ | $NVIDIA (NVDA.US)$ , % $Micron Technology (MU.US)$ , $Marvell Technology (MRVL.US)$ , $ASML Holding (ASML.US)$ , $Advanced Micro Devices (AMD.US)$

Tier 2⃣ | $Broadcom (AVGO.US)$ , $KLA Corp (KLAC.US)$ , $Applied Materials (AMAT.US)$ , $Taiwan Semiconductor (TSM.US)$ , $Lam Research (LRCX.US)$ , $Qualcomm (QCOM.US)$ , $Intel (INTC.US)$ , $Skyworks Solutions (SWKS.US)$ , $ON Semiconductor (ON.US)$

Tier 3⃣ | $Arm Holdings (ARM.US)$

Tier 4⃣ | $Impinj (PI.US)$ , $Cadence Design Systems (CDNS.US)$ , $Sapiens International (SPNS.US)$

We're almost halfway through 2024 & it's clear that the biggest winners so far have been semiconductor companies -- let's delve into where these names stand bas...

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AaronW : The trend of other chip stocks has weakened. Don't artificial intelligence, autonomous driving, and drones need Swks mobile internet?

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102489862 AaronW : The principle that things are extremely counterproductive

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102489862 AaronW : It's definitely going to fall today

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ROM-STAR

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