Samlunch
07-01
$NVIDIA Corp(NVDA)$  


πŸ† The stock market winners of the first half of the year are clearly the semiconductors

πŸ‘‡ Their performance since the beginning of the year

πŸ‡ΊπŸ‡Έ Super Micro Comp. $SMCI +188.2%

πŸ‡ΊπŸ‡Έ NVidia $NVDA +149.5%

πŸ‡¬πŸ‡§ ARM $ARM +117.7%

πŸ‡―πŸ‡΅ Disco Corp $6146 +73.6%

πŸ‡ΉπŸ‡Ό TSMC $TSM +62.9%

πŸ‡ΊπŸ‡Έ Micron $MU +54.1%

πŸ‡³πŸ‡± ASM Int. $ASM 51.7%

πŸ‡ΊπŸ‡Έ Applied Mat. $AMAT +45.6%

πŸ‡ΊπŸ‡Έ Broadcom $AVGO +43.8%

πŸ‡³πŸ‡± ASML $ASML +42.0%

πŸ‡ΊπŸ‡Έ KLA Corporation $KLAC +41.8%

πŸ‡―πŸ‡΅ Tokyo Electron $8035 +37.9%

πŸ‡ΊπŸ‡Έ Qualcomm $QCOM +37.7%

πŸ‡ΊπŸ‡Έ LAM Research $LRCX +35.9%

πŸ‡ΊπŸ‡Έ ACM Research $ACMR +18.0%

πŸ‡ΊπŸ‡Έ NXP Semiconductors $NXPI +17.2%

πŸ‡ΊπŸ‡Έ Marvell $MRVL +15.9%

πŸ‡ΊπŸ‡Έ Analog Devices $ADI +15.0%

πŸ‡ΊπŸ‡Έ Texas Instruments $TXN +14.1%

πŸ‡³πŸ‡± BE Semiconductor $BESI +13.7%

πŸ‡ΊπŸ‡Έ AMD $AMD +10.0%

However some are not performing well - especially the ones exposed to other cycles than AI (cars, ...)

πŸ‡©πŸ‡ͺ Infineon $IFX -8.7%

πŸ‡§πŸ‡ͺ Melexis $MELE -10.7%

πŸ‡«πŸ‡· STM $STMPA -17.8%

πŸ‡«πŸ‡· Soitec $SOI -34.7%

πŸ‡ΊπŸ‡Έ Intel $INTC -38.4%

πŸ‡©πŸ‡ͺ Aixtron $AIXA -52.8%


Nvidia Rebound! Will You Follow Pelosi to Add?
Nvidia rebounded by 5% yesterday due to Nancy Pelosi increasing her stake in Broadcom. Before the July 4th holiday, Nancy Pelosi disclosed several significant stock trades. She purchased 20 call options of Broadcom with a strike price of $800, expiring on June 20, 2025, with a purchase size between $1 million and $5 million. She also bought 10,000 shares of Nvidia stock, with an investment size between $1 million and $5 million. --------------- Will the semi pullback end? What's your target price for Nvidia? Will you add Nvidia with Pelosi?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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