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AMD and many other semiconductors. I'm up 500% on my semiconductor portfolio and it's still early, there's a lot of emerging smaller companies getting involved
by derision 7y ago
AMD and many other semiconductors. I'm up 500% on my semiconductor portfolio and it's still early, there's a lot of emerging smaller companies getting involved now, from FPGAs to potential x86 competitors. The foundries and supply chain are doing great too
- PascLeRasc 7y agoI'm putting together a spreadsheet of semiconductor and other hardware manufacturing stocks and weighting them by Glassdoor rankings of company culture, those will be my long-term picks. So far Analog Devices and Cirrus Logic are looking very strong. And Apple of course.
- derision 7y agoI've been building a position in Lattice since $6, it's $19 today. Jim Anderson left AMD to be CEO there. I bought on the chance there's a future merge/acquisition but they're doing great work regardless
- stuwon 7y agoWhat are your thoughts on the near Canyon Bridge acquisition and Trump block?
- PascLeRasc 7y agoWow, you might be right, but I've never seen a P/E ratio that high (125). Do you think it might be due for a correction?
- purplezooey 7y agoExcept much of this is fake and suffers from selection bias.
- PascLeRasc 7y agoWelcome to speculation.