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Why Big Tech makes more sense to me today than chasing the semiconductor boom
Something very interesting is happening in the market today.
Many investors are extremely bullish on semiconductors, memory stocks, GPU suppliers, AI networking and the whole semiconductor supply chain. Nvidia, AMD, Broadcom, Marvell, Micron, TSMC, ASML and other companies are clear AI winners for many...
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The crucial thing, though, is when investors will see returns... i.e., when that CAPEX going into computing capacity will start to be monetized.
In the semis sector you can see it immediately as stock price growth/returns to shareholders, and after a rise of several hundred percent you can later channel that into Big Tech.
Hyperscalers are currently pulling the short end: they have roughly half the margins of companies like SK Hynix or Micron and are scrambling to secure as much hardware as possible, signing unfavorable long‑term contracts, lacking sufficient energy, water, etc. On top of all that, they have to take on debt and dilute shareholders.
In an ideal scenario both sectors will make very decent profits, but for a company like Amazon that could easily be five years away, and the growth of those semis might never be matched by then.
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Upcoming earnings that could affect the semiconductor and memory sector:
Memory-focused companies
$HY9H.F SK hynix (July 23) – a key producer of HBM memory. The results will be an important indicator of demand for AI infrastructure.
$SSNLF Samsung (July 24) – investors will watch the development of the memory business and the pace of capacity expansion.
$STX Seagate (July 28) –...
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Visa and Mastercard collect $119 billion in fees annually. Is there any difference between them at all?
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A Burrito at a Fraction of the Price: Why Did Chipotle Lose More Than Half Its Value?
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The 3 companies with the largest market capitalization in the Russell 2000 Index
SpaceX $SPCX will be added to the Nasdaq 100 index on July 7, and that is big news in itself — inclusion in the index forces all passive funds that track it (like QQQ or QQQM) to automatically buy the shares. J.P. Morgan estimates roughly $4.3 billion of passive inflows, which will naturally support the stock. The catch I would watch as an investor, however, is how quickly this...
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Undervalued by about 15% and surpasses even Oracle in quality