Cramer: Chip Sector's Contradictions – AMD, Nvidia, Intel

The Street2021-07-15

With the chip shortage, these stocks are making investors nervous, but keep them on your radar, Cramer says. The semiconductor industry is a “ball of confusion” to investors, just when market mavens ...

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Comments

SolidSnake
2021-07-15
SolidSnake
Good
- CorrineNaNa:
  Good
Dave Fu
2021-07-15
Dave Fu
Wait n wait
JQJQ
2021-07-15
JQJQ
Nvidia for the win and mooning up
- JQJQ:
  我不否认
- 绝不做韭菜:
  nvidia是最强的
OldYee
2021-07-15
OldYee
Thanks Cramer. Keep up the good work!
Tls
2021-07-15
Tls
AMD ?
Lofter
2021-07-15
Lofter
Nice
- woanderful:
  AGREEED
- IvanAung:
  Ok

Leave a comment

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This one has wandered in the wilderness for months as Intel's (INTC) -Get Report CEO Pat Gelsinger talks a big game about ending the reign of the upstart. It doesn't matter that CEO Lisa Su has a monster lead on Intel now. Pat loves to say that Intel's back and we want that. The fact is, though, that AMD is still the leader and Su is not going to fight back with words, she is going to fight back with chips.\n\"Su did give an interview this week where she talked about how well they were doing and acknowledged the chip shortage. I thought the stock should go up on the story and instead it got hammered. Finally we are getting nervous about the Xilinx approval. We have been waiting and waiting. All that amounts to a stalled stock with a downward bias.\"\nCramer also pointed to Texas Instruments (TXN) -Get Report and Analog Devices (ADI) -Get Report as two additional industry culprits who should represent buying opportunities, but are too “harrowing” to be bought right now. Other semiconductor stocks are in the same state of suspension, but should also be on investor radar screens.\nThis from Cramer:\nI can't tell you how many times I have heard that Broadcom (AVGO) -Get Report will disappoint only to watch it beat the numbers handily. Or Marvell Tech (MRVL) -Get Report. Here's one that likes to run into the quarter and then sell down when it reports.\nCramer said that, fortunately, Marvell didn't fall flat this time but that's the first time he's seen it hold. The only one that doesn't act terribly, he added, is Nvidia (NVDA) -Get Report -- \"but need I remind you that it was stalled for ages, too.\"\nIt’s worth noting that a semiconductor’s natural state is to rise up as its temperature goes up. That’s not happening right now and it’s vexing to investors who otherwise may be sector buyers, Cramer noted. Still, the upside value shouldn’t be ignored, he added.\n\"This fabulous group is a ball of confusion until you look where they come from,\" Cramer 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win and mooning up","listText":"Nvidia for the win and mooning up","text":"Nvidia for the win and mooning up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/144732453","repostId":1181685430,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5226083,"gmtCreate":1626325409661,"gmtModify":1663230996648,"authorId":3581929836617050,"author":{"id":3581929836617050,"idStr":"3581929836617050","authorId":3581929836617050,"name":"JQJQ","avatar":"https://community-static.tradeup.com/news/845141bd57e8236ea8f40273531a9ea9","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":144732453,"type":1,"supId":5225861,"prevId":0,"content":"我不否认","text":"我不否认","html":"我不否认"},{"id":5225861,"gmtCreate":1626323534347,"gmtModify":1663230996643,"authorId":3579087655267680,"author":{"id":3579087655267680,"idStr":"3579087655267680","authorId":3579087655267680,"name":"绝不做韭菜","avatar":"https://static.tigerbbs.com/31ac8a066ec8ed7e30dab5f90173202c","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":144732453,"type":1,"supId":0,"prevId":0,"content":"nvidia是最强的","text":"nvidia是最强的","html":"nvidia是最强的"}],"langContent":"EN"},{"id":144799076,"gmtCreate":1626313135395,"gmtModify":1703757639597,"author":{"id":"4087988953652370","authorId":"4087988953652370","name":"OldYee","avatar":"https://static.tigerbbs.com/5c23051d333adc2bd3e4ab06bd2068ce","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4087988953652370","idStr":"4087988953652370"},"htmlText":"Thanks Cramer. Keep up the good work!","listText":"Thanks Cramer. Keep up the good work!","text":"Thanks Cramer. Keep up the good work!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144799076","repostId":1181685430,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":144700678,"gmtCreate":1626312694294,"gmtModify":1703757624910,"author":{"id":"3586904110021858","authorId":"3586904110021858","name":"Tls","avatar":"https://static.tigerbbs.com/1a40d36763bc6dc8e4c3645f28fce051","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3586904110021858","idStr":"3586904110021858"},"htmlText":"AMD ?","listText":"AMD ?","text":"AMD ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144700678","repostId":1181685430,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":144474595,"gmtCreate":1626312603717,"gmtModify":1703757624423,"author":{"id":"3569409987151691","authorId":"3569409987151691","name":"Lofter","avatar":"https://static.tigerbbs.com/3394367ede1906ca6bb802f9ee303024","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3569409987151691","idStr":"3569409987151691"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/144474595","repostId":1181685430,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5224243,"gmtCreate":1626313060556,"gmtModify":1663230989550,"authorId":3583022959242714,"author":{"id":3583022959242714,"idStr":"3583022959242714","authorId":3583022959242714,"name":"woanderful","avatar":"https://static.tigerbbs.com/4e5b04b7e9dab6f7f58cb053028db83d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":144474595,"type":1,"supId":0,"prevId":0,"content":"AGREEED","text":"AGREEED","html":"AGREEED"},{"id":5224133,"gmtCreate":1626312649945,"gmtModify":1663230986231,"authorId":3579300278905475,"author":{"id":3579300278905475,"idStr":"3579300278905475","authorId":3579300278905475,"name":"IvanAung","avatar":"https://static.tigerbbs.com/1a24371779f14f0f964eb414b9cf1812","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.15","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":144474595,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":90,"commentSize":7,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1181685430"}