Cadence Design

Earnings next week 🚀

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Semiconductor shares since their 52-week highs

-61% Intel $INTC (+2.41%)

-54% Aixtron $AIXA (-2.94%)

-45% STMicroelectronics $STMPA (+0.58%)

-44% Micron Technology $MU (+5%)

-37% Globalfoundries $GFS (+2.78%)

-36% BE Semiconductor $OXVE

-33% Lam Research $LRCX

-29% AMD $AMD (+0.64%)

-29% Qualcomm $QCOM (+1.7%)

-28% ON Semiconductor $ON (+2%)

-27% ASML $ASML (+3.19%)

-26% Applied Materials $AMAT (+3.95%)

-26% Elmos Semiconductor $ELG (-0.16%)

-24% Microchip Techn. $MCHP (+2.72%)

-23% ARM $ARM (+0.48%)

-23% Synopsys $SNPS (+2.77%)

-23% Infineon $IFX (+0.2%)

-22% NXP Semiconductors $NXPI (+2.63%)

-20% Cadence Design $CDNS (+1.9%)

-17% Nvidia $NVDA (+1.51%)

-17% VanEck Semicon. ETF $IE00BMC38736 (+2.06%)

-17% Nordic Semi $NRS

-17% KLA Corporation $KLAC (+3.32%)

-13% Marvell Technology $MRVL (+4.57%)

-12% TSMC $2330

-11% Broadcom $AVGO (+1.3%)

-7% Texas Instruments $TXN (+0.59%)

-6% Monolithic Power Syst. $MPWR (+3.92%)

>> Which stocks are you invested in and how are they performing? Which of these stocks do you have on your watchlist? #semiconductor
#halbleiter

The semiconductor industry has recorded an increase of 40-50% since the beginning of the year

Brief overview:

($NVDA (+1.51%) , $AMD (+0.64%) , $ASML (+3.19%) , $KLAC (+3.32%) , $CDNS (+1.9%) , $LRCX (+4.98%) , $TXN (+0.59%) , $TSM (+1.17%) , $LRCX , $KLAC (+3.32%) , $INTC (+2.41%) , $QCOM (+1.7%) ....)

The largest contribution to this was made by companies such as $NVDA (+1.51%) (Nvidia), $TSM (+1.17%) (Taiwan Semiconductur) and $AVGO (+1.3%) (Broadcom).

Here are a few companies you should know:

ASML - $ASML (+3.19%) :

- ASML is a leading manufacturer of photolithography machines for semiconductor manufacturing

- The share has gained approx. 42.2 % in the last 5 years

- The 5-year average ROIC of ASML is 21.23 %.

Texas Instruments- $TXN (+0.59%) :

- Texas Instruments specializes in analog and embedded processing chips that are critical to a wide range of electronic applications

- The share has achieved an average annual growth rate of approx. 14.6 % over the last 5 years.

- Earnings per share have increased by 12.19% over the last 10 years

NVIDIA- $NVDA (+1.51%) :

- Nvidia is a global leader in graphics processing units (GPUs) and artificial intelligence (AI).

- The average annual increase in sales over the last 5 years was 49.37%

- Future EPS growth is estimated at 31.74%

KLA Corporation - $KLAC (+3.32%) :

• KLA provides advanced inspection, measurement and data analysis solutions that are essential for high-quality semiconductor production

• ROIC 5-year average is 34.66%

• FCF per share has increased by 18.7% over the last 10 years

Cadence Design Systems $CDNS (+1.9%) :

- CDNS provides software and engineering services for electronic design automation (EDA).

- The share price has increased by an average of approx. 34.5 % annually over the last 5 years

- The free cash flow per share has averaged 18.78% per year over the last 5 years.

Data from: https://finchat.io/

#aktie
#stockanalysis
#halbleiter

What are your dividend favorites?

I would like to divest myself of a few shares and add to existing dividend stocks.

Which positions would you add to ?

I will sell: $ANET (+6.77%)
$YCA (-0.59%)
$KLAC (+3.32%)
$CDNS (+1.9%)
$SNPS (+2.77%)
$QCOM (+1.7%)
$MRAM (+1.31%)
$SYNA (+5.18%)

I have approx. 1365€ available afterwards.

Hello everyone,

Briefly about me: I am 26, an employee and also work in letting and leasing/special rental.

The two properties (market value +\- 10%) are now offset by loans of more €329,000 (nothing inherited 😉).

At 99%, this debt will soon increase by a further €150,000 and the real estate portfolio will grow a little again.

However, the cash will fall to +/- 0€, as the NK will be borne by the tenant.

I would like some suggestions and opinions on my portfolio.

Mainly on the subject of equities, as I'm still more of a newbie with about 3 1/2 years of "experience".

I still want to sell all the "meta bets" and park them in cash for the time being or invest them in the $LOCK (+2.71%) and the $XDWT (+1.92%) ETF ($ANET (+6.77%), $KLAC (+3.32%) , $CDNS (+1.9%) , $SNPS (+2.77%) , $QCOM (+1.7%) and $SYNA (+5.18%)).

Thank you!