4Mês·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (+1,76%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (-0,63%)

+73% MediaTek $2454

+72% AMD $AMD (+3,01%)

+72% Seagate $STX (-14,27%)

+71% SanDisk $SNDK (-3,79%)

+67% KIOXIA $285A (+0,29%)

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

+61% STMicroelectronics $STM (+5,45%)

+55% Marvell $MRVL (+2,54%)

+51% NXP $NXPI (+2,9%)

+49% Siltronic $WAF (+5,21%)

+47% GLOBALFOUNDRIES $GFS (+2,73%)

+47% SK Hynix $000660

+47% Micron $MU (-1,17%)

+46% Infineon $IFX (+7,67%)

+45% Western Digital $WDC (-13,47%)

+43% Texas Instruments $TXN (+4,96%)

+42% Arm Holdings $ARM (+7,46%)

+41% QUALCOMM $QCOM (+2,75%)

+41% Monolithic Power $MPWR (+6,65%)

+40% Aixtron $AIXA (+6,47%)

+40% Microchip Techn. $MCHP (+5,84%)

+34% Broadcom $AVGO (+2,34%)

+30% Skyworks $SWKS (+1,79%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+3,79%)

+18% TSMC $TSM (+2,75%)

+16% Lam Research $LRCX (+2,17%)

+14% KLA $KLAC (+3,39%)

+13% NVIDIA $NVDA (+1,67%)

+10% Applied Materials $AMAT (+2,21%)

+9% ASML $ASML (+2,41%)

I have AMD. Which one do you have?

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4 Comentários

imagem de perfil
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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imagem de perfil
$AMD $ASML $AMAT They have performed very well, in some cases almost 200%.
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imagem de perfil
None 😕

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