Just wondering what people's thoughts are on semis this year. When I look at P/E – and I understand this is a very simple comparison, but still a useful metric – there's definitely some variance. I also understand that companies play to different markets, but this is more of a general semi question/debate.
P/E and Next 5-year growth rate
- NVidia: 62.83 30.2%
- AMD: 47.03 29.9%
- TSM: 27.13 20.3%
- QCOM: 19.59 14.7% (maybe this doesn't belong in this group?)
So, where does the value lie on this group? More importantly, who in the group is likely to be punished this year during rate hikes? I hold AMD still, but sold NVidia near the end of last year (took some profit to balance some losses). TSM looks like a great pick… if only it wasn't in China (too risky for me).
Who's holding/buying/selling what, and why?
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