5Mes·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (-8,22%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (-11,2%)

+73% MediaTek $2454

+72% AMD $AMD (-8,04%)

+72% Seagate $STX (-7,22%)

+71% SanDisk $SNDK (-8,98%)

+67% KIOXIA $285A (-9,57%)

+66% ON Semiconductor $ON (-5,92%)

+61% STMicroelectronics $STM (-7,98%)

+55% Marvell $MRVL (-8,96%)

+51% NXP $NXPI (-2,34%)

+49% Siltronic $WAF (-8,51%)

+47% GLOBALFOUNDRIES $GFS (-8,78%)

+47% SK Hynix $000660

+47% Micron $MU (-6,33%)

+46% Infineon $IFX (-6,51%)

+45% Western Digital $WDC (-6,24%)

+43% Texas Instruments $TXN (-1,17%)

+42% Arm Holdings $ARM (-7,64%)

+41% QUALCOMM $QCOM (-2,43%)

+41% Monolithic Power $MPWR (-9,76%)

+40% Aixtron $AIXA (-9,19%)

+40% Microchip Techn. $MCHP (-3,38%)

+34% Broadcom $AVGO (-3,44%)

+30% Skyworks $SWKS (+0,38%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (-4,89%)

+18% TSMC $TSM (-4,48%)

+16% Lam Research $LRCX (-6,63%)

+14% KLA $KLAC (-7,57%)

+13% NVIDIA $NVDA (-4,34%)

+10% Applied Materials $AMAT (-5,49%)

+9% ASML $ASML (-6,66%)

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

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