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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: 201, Votes: 10, Responses: 2, Attachments: 1
AMD , AMAT , ADI , LRCX , MU , TSM , NXPI

+47 pts



Semiconductors's weighting in ESG funds should increase as its role as a green enabler is better understood

By bbern3 on Nov. 11, 2021, 11:43 a.m.
Tagged topics: buying opportunity , deep dive , semiconductors , ESG investors

Views: 172, Votes: 9, Responses: 0, Attachments: 2
NXPI

+43 pts



$NXPI - one of the best positioned names in the electrification of vehicles, driven by the structural growth of semiconductor content

By bbern3 on Nov. 3, 2021, 3:27 p.m.
Tagged topics: electric vehicles , semiconductors , structural growth

Views: 155, Votes: 6, Responses: 0, Attachments: 1
NXPI , MCHP , ON , STM

+35 pts



Jefferies data indicate lead times for select pockets of #semiconductors keep stretching, but sees good set up for 3Q earnings

By bbern3 on Oct. 26, 2021, 11:18 a.m.
Tagged topics: supply chain constraints , lead times , semiconductors

Views: 136, Votes: 3, Responses: 0, Attachments: 2
APTV , NXPI , ON , ADI , MCHP

+34 pts



Piper Sandler says $APTV guidance cut should caution investors on exposure to the auto market such as $NXP $ON $ADI and $MCHP

By bbern3 on Oct. 12, 2021, 11:49 a.m.
Tagged topics: supply constrained , Piper Sandler , risk to estimates , semiconductors

Views: 107, Votes: 2, Responses: 0, Attachments: 2
ADI , MRVL , NXPI , XLNX , ON , TXN , MCHP

+46 pts



Goldman expects tight semi supply to extend to at least 2022, recommends owning stocks in the sector

By bbern3 on Sept. 3, 2021, 9:35 a.m.
Tagged topics: buying opportunity , supply constrained , Goldman Sachs , strong demand , semiconductors

Views: 187, Votes: 5, Responses: 1, Attachments: 2
MPWR , MRVL , NVDA , AVGO , NXPI , QRVO , SMTC , TXN , VECO , ADI , AKTS

+35 pts



Oppenheimer expects a beat-and-raise earnings season for semis, see larger companies better positioned for prioritized supply and share gains

By rIsILAwr on July 8, 2021, 1:14 p.m.
Tagged topics: earnings preview , supply constrained , beat and raise , Oppenheimer , semiconductors

Views: 147, Votes: 3, Responses: 0, Attachments: 30
AMD , MRVL , NVDA , INTC , MU , AVGO , TXN , ADI , XLNX , MXIM , SWKS , QRVO , MCHP , NXPI

+36 pts



$AMD, $INTC, $MRVL, $NVDA - BMO says inflation typically hurts semis, estimates every 100bps increase in rates decrease semis valuation by 13%

By bbern3 on May 17, 2021, 11:18 a.m.
Tagged topics: valuations , interest rates , BMO , semiconductors , inflation fears

Views: 141, Votes: 3, Responses: 0, Attachments: 10
STM , INTC , NVDA , NXPI

+38 pts



Goldman estimates ADAS semiconductors market to grow by at least a 44%/27% CAGR out to 2025/2030

By cassie on April 19, 2021, 4:46 p.m.
Tagged topics: ADAS , autonomous vehicles , electric vehicles , secular trends , secular growth , deep dive , Goldman Sachs , semiconductors

Views: 269, Votes: 7, Responses: 0, Attachments: 73
ST , NXPI , TEL , ON

+67 pts



$ST - Morgan Stanley says 'no quick remedy' for semi shortage, recommends buying Sensata to benefit from this tight supply condition

By mooreideas on Feb. 16, 2021, 2:39 p.m.
Tagged topics: valuations , electric vehicles , supply constrained , Morgan Stanley , semi shortage

Views: 156, Votes: 1, Responses: 0, Attachments: 14
strong balance sheet