Evidence

Micron it's definitely in a secular growth trend, but there is a relatively short sales cycle, which we gave it an X. Does it have a niche advantage? No, it does not. But when we look at all of these other items, we can give it a green check mark.

— Chip Stock Investor, at 3:27

They sit at the center of the global semiconductor production. The more advanced computing the world needs, the more important leading-edge manufacturing becomes... But, there are also some major risks. One of them being geopolitics because so much of the advanced chip manufactur

— Chip Stock Investor, at 0:06

Intel still has a lot of work to do to get itself back into fighting shape. It is obviously in the early innings of doing just that. So, that's great. But, the cleaner investments in the CPU markets, especially if you're just looking at CPUs alone for these two businesses is stil

— Chip Stock Investor

33% year over year revenue growth to 56 billion. That's not the problem here...the CapEx guidance, did increase significantly. More than half of their revenue is getting spent this year in CapEx...operating margin 40.6% in Q1 compared to 41.5% in Q1 2025. So a little bit of a dip

— Chip Stock Investor

We do think it is now closer to fair value than not. It's not an undervalued asset especially like it was two years ago. However, if you already own this one, obviously it has been a good idea to just leave it alone, and I think that still stands, especially when you look at

— Chip Stock Investor

Chip fab capacity is absolutely maxed out and that has been quite the benefit to Taiwan Semiconductor Manufacturing TSMC, but there are some new risks emerging that we should break down.

— Chip Stock Investor

you can obviously ascertain from this that Marvell is not a cheap stock. But management keeps increasing the guidance expecting revenue to nearly double over the course of the next two to three years. If that's true, well, Marvell shareholders could have a good one on their

— Chip Stock Investor

This product line is probably not going to be making a huge difference to the bottom line for ASML, at least not this year... However, we do truly believe that advanced packaging is going to be one of the next inflection points in semiconductor manufacturing.

— Chip Stock Investor

Marvell is not a cheap stock. There is the expectation for a period of elevated growth over the course of the next five years from this current round of AI data center CapEx spend from the hyperscalers... some puts and takes here. Obviously Marvell benefiting in 2026 from its

— Chip Stock Investor