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AVGO , MRVL , KLAC , INTC , NVDA , MU , GFS , MCHP , ADI , LRCX , AMZN

+36 pts



Semis fundamental set up remains strong for 2022

By bbern3 on Jan. 20, 2022, 4:44 p.m.
Tagged topics: semiconductors

Views: 128, Votes: 4, Responses: 0, Attachments: 1
TSM , AMAT , KLAC , LRCX

+37 pts



TSMC 4Q21 Impact on SCE: CapEx Hike Supports Secular Growth Thesis

By bbern3 on Jan. 14, 2022, 12:28 p.m.
Tagged topics: semiconductors

Views: 24, Votes: 2, Responses: 0, Attachments: 1
TSM , AMAT , ASML , KLAC , LRCX , TER

+45 pts



$TSM's results are a positive read for $AMAT $ASML $KLAC $LRCX and $TER

By bbern3 on Jan. 13, 2022, 12:09 p.m.
Tagged topics: semiconductors

Views: 157, Votes: 6, Responses: 0, Attachments: 1
AVGO , MRVL , KLAC , NVDA , INTC , MU , ADI , MCHP , GFS

+47 pts



strong industry fundamentals & tight supply should drive further upside in semis for 2022, $AVGO $MRVL & KLAC among Top Picks

By bbern3 on Dec. 16, 2021, 12:06 p.m.
Tagged topics: deep dive , 2022 outlook

Views: 156, Votes: 7, Responses: 1, Attachments: 1
APH , NXPI , ON , SLAB , ST , TEL , QCOM , LRCX , KLAC , TER , AMAT

+99 pts



2022 global semis outlook - fundamental recovery appears fully discounted but should still be a solid growth year

By bbern3 on Dec. 15, 2021, 11:44 a.m.
Tagged topics: deep dive , semiconductors , 2022 outlook

Views: 70, Votes: 8, Responses: 1, Attachments: 1
AER , AES , ALK , ALL , AMZN , AAPL , ASND , BAC , BBWI , BERY , BMRN , BLMN , BYD , AVGO , CAT , CVE , DXCM , DIS , DLB , DOW , DRVN , EWTX , LLY , EQT , FRC , FISV , GL , HTZ , HON , HUM , INTA , JLL , KLAC , MAN , MAXR , MSFT , MHK , MDLZ , NMIH , NSC , OLPX , PHR , PLUG , PCOR , RLAY , SLB , SWTX , STLD , SUM , RUN , TRGP , TMO , TMUS

+90 pts



Top stock picks by sector and strategy for 2022

By mooreideas on Dec. 7, 2021, 12:20 p.m.
Tagged topics: deep dive , analyst top pick , 2022 outlook

Views: 309, Votes: 19, Responses: 3, Attachments: 2
AVGO , MRVL , KLAC , ADI , ON , NXPI , AMD , MCHP , NVDA

+56 pts



Semiconductors - inventory levels likely lower than reported numbers suggest, strong cyclical momentum into 2022

By bbern3 on Nov. 22, 2021, 10:38 a.m.
Tagged topics: semiconductors

Views: 222, Votes: 10, Responses: 2, Attachments: 1
AMAT , KLAC , NVMI , NVDA , LRCX , ENTG , ONTO , VECO

+60 pts



Accelerated computing, AI, and the Omniverse will reach all markets in "Industry 4.0" over the next decade, bullish on semis

By bbern3 on Nov. 12, 2021, 11:54 a.m.
Tagged topics: secular growth , semiconductors , omniverse , Industry 4.0

Views: 436, Votes: 10, Responses: 1, Attachments: 1
ASML , AMAT , KLAC , LRCX , TSM , INTC , MU , ENTG

+60 pts



Goldman says use of Extreme Ultraviolet (EUV) lithography in semiconductors is more extensive than previously thought

By bbern3 on Sept. 22, 2021, 12:45 p.m.
Tagged topics: deep dive , Goldman Sachs , semiconductors , EUV , Extreme Ultraviolet lithography

Views: 302, Votes: 7, Responses: 2, Attachments: 2
AVGO , MRVL , MU , NVDA , INTC , AMD , WDC , TXN , MCHP , ADI , KLAC , LRCX , AMAT

+47 pts



JP Morgan sees upside to semiconductor 2H estimates driven by strong cyclical backdrop and secular demand trends

By bbern3 on Sept. 20, 2021, 11:37 a.m.
Tagged topics: JP Morgan , semiconductors , upside to estimates

Views: 454, Votes: 6, Responses: 1, Attachments: 2