Latest ideas and analyses related to semiconductors

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AVGO , MRVL , MXL , NXPI , ON , QCOM

+48 pts



Checks indicate semiconductor supplies normalizing for the first time since pandemic

By cassie on June 6, 2022, 12:57 p.m.
Tagged topics: semiconductors , easing supply

Views: 178, Votes: 10, Responses: 1, Attachments: 1
MRVL

+35 pts



Steady Growth

By potato on May 29, 2022, 11:23 p.m.
Tagged topics: semiconductors

Views: 21, Votes: 5, Responses: 0, Attachments: 1
AVGO

+77 pts



AVGO to Acquire VMW; F2Q Results Quick Take

By toastcrunch.info on May 29, 2022, 10:44 p.m.
Tagged topics: semiconductors

Views: 44, Votes: 7, Responses: 0, Attachments: 1
AVGO

+73 pts



Strong Quarter, Acquiring VMWare

By toastcrunch.info on May 29, 2022, 10:42 p.m.
Tagged topics: semiconductors

Views: 19, Votes: 4, Responses: 0, Attachments: 1
NVDA

+20 pts



Thanks for sharing the report. I personally agree with most of the points in the report except for the gaming contraction part. I think mining...

By irenyang.to on May 27, 2022, 7:41 a.m.
Tagged topics: earnings results , semiconductors

Views: 36, Votes: 9, Responses: 0, Attachments: 0
NVDA

+6 pts



NVDA's recent correction is a solid buy opportunity. Hyperscalers, Metaverse and Gaming are flywheels which will be 20-50x TAM over the next 5-7 years....

By Previous_Answer_9660 on May 26, 2022, 3:05 a.m.
Tagged topics: earnings results , semiconductors

Views: 3, Votes: 2, Responses: 0, Attachments: 0
NVDA

+52 pts



$NVDA NVDA quarter: strong data center, western gaming, offset by China/Russia headwinds

By realmomobags on May 26, 2022, 2:53 a.m.
Tagged topics: earnings results , semiconductors

Views: 54, Votes: 8, Responses: 2, Attachments: 1
NVDA

+10 pts



The top RTX GPU model is 50% off compare with last year. Obviously Gaming sector is hard to maintain such 40%+ growth. Meanwhile Crypto is...

By wallstreetfront on May 23, 2022, 2:04 p.m.
Tagged topics: semiconductors , post earnings

Views: 1, Votes: 1, Responses: 0, Attachments: 0
ADI

+35 pts



ANALOG DEVICES, INC. F2Q22 First Take

By Thomasidea on May 19, 2022, 8:15 a.m.
Tagged topics: semiconductors

Views: 22, Votes: 4, Responses: 0, Attachments: 1
NVDA

+18 pts



After over 50% fall from $300+ to $160 a share the time to start scaling back into Nvidia has come. While the stock may still...

By yrc7777 on May 16, 2022, 2:08 a.m.
Tagged topics: semiconductors , post earnings

Views: 28, Votes: 8, Responses: 0, Attachments: 0
Semiconductors

+32 pts



SMIC GPM to decline in 2Q22F and onward

By Thomasidea on May 14, 2022, 12:20 p.m.
Tagged topics: semiconductors , HK listing

Views: 18, Votes: 3, Responses: 0, Attachments: 1
STM , ASML , CLS , JBL , SANM

+30 pts



European Semiconductors: Stalling inventories = Possible ST bounce but MT view remains cautious

By realjoe on May 13, 2022, 10:44 a.m.
Tagged topics: semiconductors

Views: 11, Votes: 1, Responses: 0, Attachments: 1
NVDA

+41 pts



MS resuming coverage of NVIDIA

By lejooon on May 12, 2022, 4:07 p.m.
Tagged topics: semiconductors , post earnings

Views: 40, Votes: 1, Responses: 2, Attachments: 1
WDC

+33 pts



$WDC Solid quarter in a challenging circumstance. Remain OW.

By realmomobags on April 29, 2022, 4:10 a.m.
Tagged topics: earnings results , semiconductors

Views: 21, Votes: 3, Responses: 0, Attachments: 1
INTC

+37 pts



$INTC Intel mixed quarter, as PC weakness weights on 2q

By realmomobags on April 29, 2022, 4:08 a.m.
Tagged topics: earnings results , semiconductors

Views: 30, Votes: 4, Responses: 0, Attachments: 1
LRCX

+35 pts



$LRCX Still our Top Pick in semis as supply chain issues defer the revenue ramp as expected

By realmomobags on April 21, 2022, 2:03 a.m.
Tagged topics: semiconductors

Views: 36, Votes: 2, Responses: 0, Attachments: 1
TSM , INTC

+37 pts



Cooperation between $TSMC and $INTC over products through 2024 may be a greater win-win than many believe

By bbern3 on March 30, 2022, 12:30 p.m.
Tagged topics: semiconductors , coopetition

Views: 147, Votes: 4, Responses: 0, Attachments: 1
MU

+35 pts



$MU Earnings - Better than expected outlook, but headwinds building

By realmomobags on March 30, 2022, 4:16 a.m.
Tagged topics: semiconductors

Views: 34, Votes: 2, Responses: 0, Attachments: 1
AVGO , MRVL , NVDA , INTC , AMD , MU , WDC

+40 pts



Strong Sustainable Cloud Capex Bodes Well For $AVGO $MRVL; Also Positive For $NVDA, $INTC, $AMD, $MU And $WDC

By bbern3 on March 17, 2022, 2:54 p.m.
Tagged topics: semiconductors

Views: 54, Votes: 5, Responses: 0, Attachments: 1
SOXL

+10 pts



The expectation of Fed rate hike had a negative sentiment on Asian semiconductor stocks. The growing geopolitical tension has also increase the equity risk premium...

By marschenntdeb729bd97b0413b on March 15, 2022, 7:20 p.m.
Tagged topics: semiconductors

Views: 1, Votes: 1, Responses: 0, Attachments: 0