Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In
Couple of Early Signs Confirm a Seasonal Correction to Kick InAfter 37% ytd performance on Phila semiconductor index (SOX) at 23x P/E and 34% ytd...
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Tactical Trading: A Hong Kong Play on the AI Server Memory Supercycle
​A less wellknown newly listed company in Hong Kong Hong Kong-listed benefiting from the AI Memory Supercycle. Recent price breakout signaling...
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A Brief Analysis Of The Current Semiconductor Growth Cycle
The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June...
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Worried About the SOX? The Rally Hides 1) Wide Performance Divergence 2) Wide Valuations Dispersion
​Semiconductor stocks are leading the market rally, but there is a wide range in performance and valuations, with memory stocks being particularly...
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AI's Biggest Winners Aren't NVDA and TSMC — They're the Suppliers
​Suppliers in the AI buildout have outperformed NVDA and TSMC. We scanned our 190 AI/semiconductor coverage universe for key themes emerging from...
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