2Mes·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (-1,54%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (-1,98%)

+73% MediaTek $2454

+72% AMD $AMD (-5,47%)

+72% Seagate $STX (-4,01%)

+71% SanDisk $SNDK (-11,86%)

+67% KIOXIA $285A (-6,96%)

+66% ON Semiconductor $ON (+2,7%)

+61% STMicroelectronics $STM (+3,31%)

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

+51% NXP $NXPI (-0,55%)

+49% Siltronic $WAF (-3,69%)

+47% GLOBALFOUNDRIES $GFS (-0,72%)

+47% SK Hynix $000660

+47% Micron $MU (-2,77%)

+46% Infineon $IFX (-1,49%)

+45% Western Digital $WDC (-4,14%)

+43% Texas Instruments $TXN (+0,23%)

+42% Arm Holdings $ARM (+2,19%)

+41% QUALCOMM $QCOM (+2,06%)

+41% Monolithic Power $MPWR (+0,43%)

+40% Aixtron $AIXA (-3,38%)

+40% Microchip Techn. $MCHP (-1,57%)

+34% Broadcom $AVGO (+0,33%)

+30% Skyworks $SWKS (+4,83%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+0,03%)

+18% TSMC $TSM (-0,85%)

+16% Lam Research $LRCX (-4,97%)

+14% KLA $KLAC (-4,31%)

+13% NVIDIA $NVDA (-4,93%)

+10% Applied Materials $AMAT (-4,23%)

+9% ASML $ASML (-5,55%)

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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