Citi stays bullish on chips despite sell-off; Micron remains top pick
by
Contributor since / Followers
Contributor since / Followers
8 months ago
Monty Rakusen Semiconductor stocks have had a rocky couple of weeks for a multitude of
AVGO
Broadcom Still Has Strong Legs In The Next Phase Of The ‘AI Bubble’
by Uttam Dey
Contributor since 2023 / 1013 Followers
Contributor since 2023 / 1013 Followers
8 months ago
Summary: Market pundits are predicting the AI to be bubble bursting in days or weeks,
Nvidia, AMD help power chip surge as sector awaits Qualcomm, Arm results
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Contributor since / Followers
8 months ago
Monty Rakusen Semiconductor stocks were sharply higher on Wednesday, boosted in part by gains in
ASML rises after US mulls new chip export rules for China that exempt some allies – report
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Contributor since / Followers
8 months ago
blackdovfx Update: The story was updated with BofA’s rating reaffirmation on ASML. The U.S. government
Broadcom: Worsening Geopolitical Environment (Rating Downgrade)
by Noah's Arc Capital Management
Contributor since 2023 / 2219 Followers
Contributor since 2023 / 2219 Followers
8 months ago
Summary: While Broadcom shares have performed well YTD (including going into a stock split), I
Maxlinear tumbles as Needham downgrades after weak Q2, guidance
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Contributor since / Followers
8 months ago
SweetBunFactory/iStock via Getty Images Maxlinear (NASDAQ:MXL) shares were in focus on Thursday after the semiconductor
Nvidia, Qualcomm lead chips lower amid broader tech sell off
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8 months ago
Monty Rakusen Semiconductor stocks were mostly lower on Wednesday amid a broader decline in technology
Oppenheimer outlined a top buy and sell idea for each S&P sector
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Contributor since / Followers
8 months ago
aluxum Oppenheimer Asset Management spotlighted that the idea of the momentum trade unwinding is largely
Broadcom catching up to Nvidia in sentiment, Citi finds after latest chip survey
by
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Contributor since / Followers
8 months ago
JHVEPhoto After speaking with investors last week, Citi weighed in on the semiconductor industry on
Broadcom: I Was So Wrong On This Semiconductor AI Leader (Rating Upgrade)
by JR Research
Contributor since 2021 / 35342 Followers
Contributor since 2021 / 35342 Followers
8 months ago
Summary: I’ve been too cautious on Broadcom recently. I’ve failed to recognize the AI growth