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15min DelayTrading Nov 26 10:06 ET

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Analog Devices Stock Discussion

joe black8

Nov 26 10:21

So let's get this straight

$Analog Devices (ADI.US)$ earnings are below last year's, Trump announces tariff wars on day one and this trades at 60 p/e.
Okkkk. Sure

Movers and Shakers

Nov 26 07:03

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Gapping up
$Poseida Therapeutics (PSTX.US)$' stock jumped over 200%. This happened because Roche, a Swiss company, is buying Poseida for up to $1.5 billion in cash.
Shares of weight-loss drug maker $Novo-Nordisk A/S (NVO.US)$ and $Eli Lilly and Co (LLY.US)$ rose 2.1% and 4.9% respectively on Tuesday as U.S. President Jo Biden proposed expanding coverage of anti-obesity drugs for millions on Medicare and Medicaid...

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Oct 16 09:41

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Sep 5 06:06

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CHFANTA

Aug 23 08:35

$Analog Devices (ADI.US)$ It should go up

Brianjh

Jul 24 08:44

Semiconductors Companies Ranked by Market Cap

1) The scale of the industry is incredible. Many public companies larger than $10B aren’t listed here.
2) Nvidia performance over the last two years has to be one of the best tech stories ever. Incredible how they built their accelerated computing ecosystem for over a decade before the current infrastructure boom
$NVIDIA (NVDA.US)$ $Broadcom (AVGO.US)$ $Advanced Micro Devices (AMD.US)$ $ASML Holding (ASML.US)$ $Qualcomm (QCOM.US)$ $Applied Materials (AMAT.US)$ $Texas Instruments (TXN.US)$ $Intel (INTC.US)$ $Micron Technology (MU.US)$ $Lam Research (LRCX.US)$ $Analog Devices (ADI.US)$ $KLA Corp (KLAC.US)$ $Tokyo Electron (ADR) (TOELY.US)$ $Synopsys (SNPS.US)$ $Cadence Design Systems (CDNS.US)$ $Marvell Technology (MRVL.US)$

Semiconductor stocks swing: What's next?

PREMOSULTRAA

Jul 10 02:36

Why semis could be due for a breather:

1) $PHLX Semiconductor Index (.SOX.US)$ is up 40% YTD and while not all semis look expensive, many large-caps have become richly-valued, if not frothy. $Arm Holdings (ARM.US)$ trades for 118x forward EPS and 48x forward EV/sales (nuts even if estimates look conservative), a bunch of major semicaps trade for 30-50x forward EPS (they have gen-AI tailwinds across leading-edge and memory, but China’s mature-node spend is a potential headwind) and $Texas Instruments (TXN.US)$ and ...

Britney88

May 27 11:25

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Movers and Shakers

May 22 07:04

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$PDD Holdings (PDD.US)$ stock rose 7.3% after the company beat first...

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