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Semiconductors

MPWR somehow still above 300.000.618 fib level has been tested repeatedly, and holds for now despite continuing to trade below MA100 and MA200. Selling pressure apparent from CMF and acc/dist. Most recent earnings tending toward pre-pandy levels, so perhaps overvaluation is becoming more difficult to ignore. Though I could reasonably see MPWR bouncing again within the current sideways channel, I tend to favor a continuation of the downtrend, if only for the complete dearth of bullish signatures at the moment.
NASDAQ:MPWR
by oerboom
AMD back in the game to lead the semicon mega cycle?Recently Bloomberg interviewed the CEO and President of AMD, Dr. Lisa Su. She shared her views on the future of semiconductor industry and how AMD intends to navigate through the current tough times. youtu.be Dr. Su mentioned that semiconductor industry is undergoing a mega cycle in 2021. This has been buoyed by extremely strong demand due to surge in gaming products, PC and data centres and almost everything now has a chip component in them. She thinks that the chip shortage situation is just part of the cycle and the semiconductor industry is really good at managing the supply fluctuation over the years. AMD has chosen to invest in the more resilient industry of computing to overcome the challenges ahead. So far, AMD has very good synergistic relationship with TSM, who's the best in the industry in manufacturing. AMD would be facing lots of challenges ahead, such as companies like Apple and Amazon bringing chip design in-house, Intel is extending its dominance in the industry. Dr. Su shared that specialisation of chips is inevitable but AMD is prepared to focus in high performance computing sector and is in the process of acquiring Xilinx. She believed that by having good strategy, working closely with customers to resolve their problems and strong execution, AMD would continue to grow strong. Looking ahead for the semiconductor industry, Dr. Su shared that Moore's law (doubling transistors in microchips every 2 years) is changing rapidly. Chips are unlikely to get smaller due to physical limitation. Instead, AMD is pioneering a concept of chiplets, where the chips are broken into little chips that can be packaged together or put on top of each other to bring more capability to take technology to the next level. It is reassuring that AMD has a CEO that understands the industry, and has the experience and vision to further expand the company. Semiconductor industry is very competitive but the demand is much higher than before. Looking forward to a good run on this mega cycle. From price movement wise, AMD has broken $80 last Friday. If uptrend continues, next target is $83, then $90. Nearest support at $73.50.
NASDAQ:AMDLong
by IcySilver
LONG Gap fill ideaCRUS along with many other semiconductor companies has been in a slump from the highs over the past couple months. As we see other semiconductor stocks such as AMD, TSM rebounding with the money that is rotating back into the tech space, we should see CRUS make a strong move to follow the sector. TECHNICAL Analysis: The main things I see are RSI Creeping back up over 50 on the daily timeframe coupled with a squeeze momentum shift to the upside as the Bollinger bands move back outside the Keltner channels Volume profile tells us that this is a historic area of volume and it will likely hold unless some bad news hits the market or semiconductors. FUNDAMENTAL Analysis: With companies like NVDA reporting blowout earnings I think it is plausible that many other semiconductor companies are raking in the cash right now as prices for semiconductors have skyrocketed across the board. This type of environment is a great opportunity for semiconductor companies to jack up prices and they know that whatever they produce will likely be purchased very fast. The one common discrepancy across most businesses right now is the labor shortage, If the labor shortage and price of labor increasing continues, CRUS may be unable to hire enough work to meet demand, this could significantly cut into their profits. BIDEN Infrastructure plan: CRUS may be a candidate to receive money to start producing fabricators in the US should they want to do so. If they receive money from the government to do so this could mean a major jump in stock price, however it is unlikely.
NASDAQ:CRUSLong
by jakepuciato1
The Bears Tried to Sink Chipmakers, and FailedChip stocks have lagged along with the broader technology sector. But just when you think they’re dead, they have a session like yesterday. Notice how the Philadelphia Semiconductor Index opened 2.2 percent below its close the previous session. Also notice how quickly it bounced and ended the session up a full 2 percent. The low was lower than Tuesday’s and the high was higher: a textbook bullish engulfing candle. In isolation, that’s interesting for the bulls. But there’s more because the weekly chart is trying to form a bullish inside candle with a higher low and a lower high. Following a drop like we’ve seen in the last month, that can signal a steadying in price before a change in direction: Next, stochastics have shown an oversold condition all month (on the daily chart). It’s gradually lifting. Finally consider the descending trendline that began on April 27. This creates the potential for a bullish breakout if the current range holds. TradeStation is a pioneer in the trading industry, providing access to stocks, options, futures and cryptocurrencies. See our Overview for more.
TVC:SOXLong
by TradeStation
2
Intel just popped through a resistance lineThere's some chatter in both the US and Europe about subsidizing chip manufacturing to help deal with the semiconductor shortage. That has sent chip stocks surging today, including Intel. I like Intel a lot, because it's quite reasonably valued for a chip company and has lots of plans for expanding its manufacturing capacity, which means it's poised to be a big beneficiary from any subsidies. Here are some vital statistics: forward p/e: 12 forward p/s: 3 p/fcf: 12 forward div yield: 2.6% patents per year per B$ market cap: 14 upside to median 4-year valuation: 8% upside to average analyst price target: 20% average S&P Global fundamentals rating: 70/100 average analyst score: 8/10 esg score: above average put-call ratio: 0.9 Honestly, I think this is a long-term buy-and-hold. I had hoped for a dip to $52.20, but it looks like we may not get that low. Look for a close above resistance as confirmation of a breakout here. If we pull back and close below the resistance line, that's a signal that we may continue down to $52.20 after all.
NASDAQ:INTCLong
by ChristopherCarrollSmith
4
Buy $AMD - NRPicks 14 Mar Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. The company operates in two segments, Computing and Graphics; and Enterprise, Integrated and Semi-Custom. During the week there was a clear recovery in technology, however, we consider a possible continuation of the recovery, so AMD is an attractive alternative in this regard, since it maintains an interesting upside margin. AMD's earnings are growing at a much faster rate than its share price of late, leading to its relatively cheap valuation. $ 3.24B in quarterly revenue on your latest report. AMD estimates that the server processor market could be worth $ 19B million in revenue by 2023, so the company has a lot to gain from increasing its market share. - LT Deb / Eq 0.06 - ROE 62.10% - Sales Q / Q 52.50% Technical: Bounce on the MA50 Support at $ 73 MACD Level (12, 26) 15.51 Average RSI levels
NASDAQ:AMDLong
by NewroadTrader
PLAB about to finally break out of resistance zone?Hi. In this 1D chart I've simply plotted the ongoing ascending triangle and it's projected imminent breakout. PLAB showed up in one of my indicator stock screens again and is showing wonderful strength on that front and if you want a deeper dive into the stability of its growth see the linked idea below for my old deep dive into why PLAB is a strong long-term investment for at least the coming year. Thank you. Please if you have any thoughts or comments do leave them below and I would gladly discuss or adjust my interpretations and methods. This does not constitute financial advice. Any prices, even if explicitly stated, are presented with intent to discuss the symbol and potential interpretations. Any trades shown or mentioned are examples and neither recommendations or mandates.
NASDAQ:PLABLong
by Kabeldon