Silicon is the New Oil


#41

Don’t know. But nvidia’s PE is only 20. Not expensive given the potential growth ahead.


#42

XLNX and LRCX led the recovery of semi :grinning:
@manch is jumping in joy, PGA is the way to go… manch getting his mojo back.
Btw, why @manch is not interested in tool makers like LRCX and AMAT?

53%20AM


#43

Dont want to make portfolio too diluted. Lam makes equipments for memory manufacturers and AMAT mostly does solar panels? Not sure about AMAT. But Lam and Micron have strong correlation.


#44

By the way you like your fellow Singaporean AVGO?


#45

Bad old intel dragged everybody down. Winter coming? :scream:


#46

Semis have bottomed. BTFD.


#47

Good news keep rolling in for semis. WDC helps MU :slight_smile:
Question now is should we buy INTC? Is result really bad or just overly negative reaction?

32%20AM


#48

Don’t be so sure. My 20 MU calls is appreciating pretty fast. Might be able to sanjay your TSLA gain :slight_smile:
Bought in Jan 22, today is Jan 25, up more than 100%!!!


#49

Give me a break. As if your little nibbles here and there will amount to anything. Your only asset here is your Aapl holdings otherwise you are nothing!


#50

Forgot what you said is the criteria to long INTC. Buy now? Every semis are roaring… my only bet is MU and a small amount of NVDA. I think I miss XLNX and don’t like AMD. Is INTC any good at this price? Or should I bite the bullet and long NVDA big time?


#51

Intel will announce new CEO next month according to CNBC. I will only buy if I like the new head. It better be johny.


#52

The new head is Meg Whitman :rofl:


#53

Short like hell. :money_with_wings:


#54

Good choice too. If she comes, I will buy INTC, hold for few years. She make sure, shed all the FATs and make further profitable!


#55

OK, apparently Johny is not biting. TC must be paying him tons. :cry:

Don’t buy INTC. It’s beyond savage.


#56

Just realized all four companies are headed by Asians. XLNX, NVDA and AMD have Taiwanese CEO’s and MU’s CEO is Indian.

Are hardware companies more likely to have Asian CEO’s?


#57

Don’t scare Trump!


#58

The next CEO at Intel is likely to be an Indian too. That Murthy guy is so fat he should count as two Asians. :smile:


#59

Should Nvidia be on your buy list? It’s on ours…

2 Tech Bargain Stocks You Can Buy Right Away Buy NVDA and MU.

Investors, however, should note that these stocks could witness near-term pressure because of the headwinds outlined earlier. But the long-term opportunity seems too good to pass up, especially considering the valuation levels of Micron and NVIDIA. Value investors looking for fast-growing tech stocks might consider buying these two chipmakers, because they can get back on track once the headwinds subside.

Plenty of time to accumulate :grinning: BTFD. Don’t hope for Dec 24’s low, not likely to hit there again.


#60

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