r/valueinvesting
Semiconductor Stock Picks
Bullish on AI and looking to buy the dip in semiconductor stocks (NVDA, AVGO, MU), asks for ranking and macro timing advice.
- Author is very bullish on AI and views the current market dip as an ideal entry point for semiconductor stocks.
- Believes these chipmakers still have significant upside potential despite missing the initial rally.
Hey everyone, I am very bullish on AI and have been looking at a few different chip/semi conductor stocks in the american market and thought this was the perfect time to take advantage of the current market dip and invest while prices are down. Im very grateful that my dad bought me shares of Sk hynix and Samsung in 2021 when I was 15 and I plan on holding these for atleast another year.
After doing some research I've narrowed down my choices to: NVDA, AVGO, MU, SNDK. I know I have already missed out on the crazy upsides for all of these but I wanted to ask for some advice on what you guys think is still the most relatively undervalued or has the biggest upside left to run moving forward.
- How would you rank these 4 choices?
- Has the CPI release for today been fully priced in?
- How much of the liquidity from SpaceX ipo has been priced in? Should I wait until the release of SpaceX IPO before buying any of these stocks?