1Mes·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (+4,68%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (+2,57%)

+73% MediaTek $2454

+72% AMD $AMD (+3,41%)

+72% Seagate $STX (+2,7%)

+71% SanDisk $SNDK (+1,73%)

+67% KIOXIA $285A (+5,58%)

+66% ON Semiconductor $ON (+1,94%)

+61% STMicroelectronics $STM (+2,33%)

+55% Marvell $MRVL (+2,13%)

+51% NXP $NXPI (+0,5%)

+49% Siltronic $WAF (+1,07%)

+47% GLOBALFOUNDRIES $GFS (+1,92%)

+47% SK Hynix $000660

+47% Micron $MU (+2,98%)

+46% Infineon $IFX (+1,68%)

+45% Western Digital $WDC (+1,8%)

+43% Texas Instruments $TXN (+0,25%)

+42% Arm Holdings $ARM (+3,37%)

+41% QUALCOMM $QCOM (+1,17%)

+41% Monolithic Power $MPWR (+2,06%)

+40% Aixtron $AIXA (+5,49%)

+40% Microchip Techn. $MCHP (+1,16%)

+34% Broadcom $AVGO (+1,58%)

+30% Skyworks $SWKS (+0,05%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+1,03%)

+18% TSMC $TSM (+1,49%)

+16% Lam Research $LRCX (+3,28%)

+14% KLA $KLAC (+3,02%)

+13% NVIDIA $NVDA (+0,41%)

+10% Applied Materials $AMAT (+2,79%)

+9% ASML $ASML (+4,3%)

I have AMD. Which one do you have?

attachment
15
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
Partecipa alla conversazione