4Mon·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (+1.48%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (+6.75%)

+73% MediaTek $2454

+72% AMD $AMD (+1.17%)

+72% Seagate $STX (+4.98%)

+71% SanDisk $SNDK (+7.17%)

+67% KIOXIA $285A (+5.06%)

+66% ON Semiconductor $ON (+2.64%)

+61% STMicroelectronics $STM (+4%)

+55% Marvell $MRVL (+2.1%)

+51% NXP $NXPI (+2.66%)

+49% Siltronic $WAF (-3.72%)

+47% GLOBALFOUNDRIES $GFS (-1.15%)

+47% SK Hynix $000660

+47% Micron $MU (+4.9%)

+46% Infineon $IFX (+3.23%)

+45% Western Digital $WDC (+3.34%)

+43% Texas Instruments $TXN (+0.69%)

+42% Arm Holdings $ARM (+3.21%)

+41% QUALCOMM $QCOM (+2.55%)

+41% Monolithic Power $MPWR (+8.57%)

+40% Aixtron $AIXA (-0.31%)

+40% Microchip Techn. $MCHP (+1.51%)

+34% Broadcom $AVGO (+0.68%)

+30% Skyworks $SWKS (+1.51%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+1.58%)

+18% TSMC $TSM (+1.16%)

+16% Lam Research $LRCX (+2.71%)

+14% KLA $KLAC (+2.27%)

+13% NVIDIA $NVDA (+0.68%)

+10% Applied Materials $AMAT (+2.03%)

+9% ASML $ASML (+2.06%)

I have AMD. Which one do you have?

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4 Comments

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Currently holding Western Digital and Kioxia. I find the performance over the last 2 months particularly interesting, because it puts the rebound effects of March into perspective and shows even more clearly where things are really going well.
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$AMD $ASML $AMAT They have performed very well, in some cases almost 200%.
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None 😕

Except possibly pro rata via my ETFs...
ASML and NVIDIA
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