2Lun·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (-2,21 %)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (+3,89 %)

+73% MediaTek $2454

+72% AMD $AMD (+1,5 %)

+72% Seagate $STX (+1,78 %)

+71% SanDisk $SNDK (-0,7 %)

+67% KIOXIA $285A (+1,06 %)

+66% ON Semiconductor $ON (+1,79 %)

+61% STMicroelectronics $STM (+1,3 %)

+55% Marvell $MRVL (+0,68 %)

+51% NXP $NXPI (+1,47 %)

+49% Siltronic $WAF (-0,68 %)

+47% GLOBALFOUNDRIES $GFS (-1,38 %)

+47% SK Hynix $000660

+47% Micron $MU (-0,66 %)

+46% Infineon $IFX (+2,35 %)

+45% Western Digital $WDC (+0,82 %)

+43% Texas Instruments $TXN (-2,37 %)

+42% Arm Holdings $ARM (-2,65 %)

+41% QUALCOMM $QCOM (+1,47 %)

+41% Monolithic Power $MPWR (+0,95 %)

+40% Aixtron $AIXA (-1,54 %)

+40% Microchip Techn. $MCHP (+2,07 %)

+34% Broadcom $AVGO (+3,08 %)

+30% Skyworks $SWKS (+1,04 %)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+0,89 %)

+18% TSMC $TSM (-0,54 %)

+16% Lam Research $LRCX (-0,37 %)

+14% KLA $KLAC (-0,97 %)

+13% NVIDIA $NVDA (+2,81 %)

+10% Applied Materials $AMAT (-1,85 %)

+9% ASML $ASML (-0,09 %)

I have AMD. Which one do you have?

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4 Comentarios

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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.
2
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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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