Chip: How to Invest nearing a turning point?
After largest sell-offs since 2008, the $PHLX Semiconductor Index(.SOX.US$ has dropped 35.83% in a year, and many leading chip companies' share prices were cut in half.
An industry with a long runway
A recent Invesco report shows global semiconductor sales expend 50x in 40 years, twice the growth of global GDP. However, the semiconductor cycle occurs every 3-4 years, due to supply-demand mismatch.
How to find the turning point?
How to navigate the cycle? Analysts revealed two hints:
-Invesco: Based on historical results, when memory companies announce capital expenditure cuts, the cycle is nearing its bottom.
-Jeffries: the U.S. The semiconductor sector tops six months before the order cuts. After the news came out, the semiconductor stocks basically found their bottom.
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khalifa marzouq : $Tesla (TSLA.US)$ 100000
tony123456 khalifa marzouq: 100
LH_XY_C_L : invested in index stock such as TQQQ.
Always stay in the market but rebalancing with the percentage of stock holding and percentage of money holding
Johnnie Worker : Good to know! I’m sure my micron $Micron Technology (MU.US)$ is bouncing back to a new bull rally
RyanT2021 : My investment strategy during this cycle is to DCA on my highest conviction stocks like $Tesla (TSLA.US)$ $Tencent (TCEHY.US)$ $Apple (AAPL.US)$ $AMC Entertainment (AMC.US)$ $Palantir (PLTR.US)$ so that I have enough fuel to reach the moon when the bull market inevitably comes.
Biggy168 : Hv been waiting for this moment, Telsa, Apple, nividia, amd, li motor, nio n not forgetting to buy HK tech stock, like Q tech, byd n their battery stk too,
xiaomitu : Ai demand will drink chips stock. Crypto demand less. DCA. $NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$ $Taiwan Semiconductor (TSM.US)$ Drop $Intel (INTC.US)$ hold long term at least 3 years.
102131952 : $ASML Holding (ASML.US)$ go go go
Fundamentalist :
Fundamentalist Fundamentalist: After getting a beatdown from the bear market, many chip stocks trade at a value price. It will take a long term approach in investing and holding power is essential. I think these stocks will do well in 2023. What do you think?
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