2Mes·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (-7,47%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (-7,11%)

+73% MediaTek $2454

+72% AMD $AMD (-6,89%)

+72% Seagate $STX (-3,71%)

+71% SanDisk $SNDK (-7,87%)

+67% KIOXIA $285A (-13,36%)

+66% ON Semiconductor $ON (-3,76%)

+61% STMicroelectronics $STM (-4,8%)

+55% Marvell $MRVL (-5,65%)

+51% NXP $NXPI (-3,04%)

+49% Siltronic $WAF (-8,56%)

+47% GLOBALFOUNDRIES $GFS (-3,93%)

+47% SK Hynix $000660

+47% Micron $MU (-6,15%)

+46% Infineon $IFX (-6,98%)

+45% Western Digital $WDC (-6,1%)

+43% Texas Instruments $TXN (-4,49%)

+42% Arm Holdings $ARM (-3,64%)

+41% QUALCOMM $QCOM (-1,29%)

+41% Monolithic Power $MPWR (-4,67%)

+40% Aixtron $AIXA (-7,61%)

+40% Microchip Techn. $MCHP (-5,19%)

+34% Broadcom $AVGO (-1,8%)

+30% Skyworks $SWKS (-0,96%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (-3,37%)

+18% TSMC $TSM (-3,54%)

+16% Lam Research $LRCX (-7,07%)

+14% KLA $KLAC (-6,1%)

+13% NVIDIA $NVDA (-1,39%)

+10% Applied Materials $AMAT (-8,05%)

+9% ASML $ASML (-4,74%)

I have AMD. Which one do you have?

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4 Commenti

immagine del profilo
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
immagine del profilo
$AMD $ASML $AMAT They have performed very well, in some cases almost 200%.
immagine del profilo
None 😕

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