6Mês·

Semiconductor and memory shares 1-month performance 📈

Which ones are you invested in?

+107% Intel $INTC (+7,53%)

+92% Credo Techn. $CRDO

+91% Astera Labs $ALAB (+7,57%)

+73% MediaTek $2454

+72% AMD $AMD (+9,23%)

+72% Seagate $STX (+10,88%)

+71% SanDisk $SNDK (+14,98%)

+67% KIOXIA $285A (+16,81%)

+66% ON Semiconductor $ON (+6,17%)

+61% STMicroelectronics $STM (+3,99%)

+55% Marvell $MRVL (+10,48%)

+51% NXP $NXPI (+3,05%)

+49% Siltronic $WAF (+6,93%)

+47% GLOBALFOUNDRIES $GFS (+5,08%)

+47% SK Hynix $000660

+47% Micron $MU (+12,98%)

+46% Infineon $IFX (+5,54%)

+45% Western Digital $WDC (+9,46%)

+43% Texas Instruments $TXN (+2,83%)

+42% Arm Holdings $ARM (+12,9%)

+41% QUALCOMM $QCOM (+1,5%)

+41% Monolithic Power $MPWR (+9,23%)

+40% Aixtron $AIXA (+7,54%)

+40% Microchip Techn. $MCHP (+3,13%)

+34% Broadcom $AVGO (+5,1%)

+30% Skyworks $SWKS (+6,68%)

+25% Samsung Electronics $005930

+24% Analog Devices $ADI (+4,41%)

+18% TSMC $TSM (+5,07%)

+16% Lam Research $LRCX (+5,83%)

+14% KLA $KLAC (+5,23%)

+13% NVIDIA $NVDA (+0,58%)

+10% Applied Materials $AMAT (+6,46%)

+9% ASML $ASML (+2,17%)

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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