5Mo·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (-4,85 %)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (-8,08 %)

+73% MediaTek $2454

+72% AMD $AMD (-6,18 %)

+72% Seagate $STX (-4,8 %)

+71% SanDisk $SNDK (-5,32 %)

+67% KIOXIA $285A (-8,96 %)

+66% ON Semiconductor $ON (-4,23 %)

+61% STMicroelectronics $STM (-4,97 %)

+55% Marvell $MRVL (-8,85 %)

+51% NXP $NXPI (-2,49 %)

+49% Siltronic $WAF (-4,39 %)

+47% GLOBALFOUNDRIES $GFS (+5,46 %)

+47% SK Hynix $000660

+47% Micron $MU (-4,43 %)

+46% Infineon $IFX (-3,29 %)

+45% Western Digital $WDC (-4,15 %)

+43% Texas Instruments $TXN (-1,95 %)

+42% Arm Holdings $ARM (-7,21 %)

+41% QUALCOMM $QCOM (-2,36 %)

+41% Monolithic Power $MPWR (-6,3 %)

+40% Aixtron $AIXA (-0,19 %)

+40% Microchip Techn. $MCHP (-2,69 %)

+34% Broadcom $AVGO (-2,94 %)

+30% Skyworks $SWKS (+0,81 %)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (-2,83 %)

+18% TSMC $TSM (-2,83 %)

+16% Lam Research $LRCX (-4,76 %)

+14% KLA $KLAC (-2,46 %)

+13% NVIDIA $NVDA (-3,04 %)

+10% Applied Materials $AMAT (-3,7 %)

+9% ASML $ASML (-3,24 %)

I have AMD. Which one do you have?

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4 Commentaires

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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...
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ASML and NVIDIA
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