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

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