AI Infra & Chips · trd.fun

The thesis

Big players

NVDA

NVIDIA Corporation

$206.84

-0.92%

1D-0.9%

30D+7.4%

90D-4.5%

P/E35.4x

Fwd P/E24.1x

MKT CAP$5.01TTechnology

TSM

Taiwan Semiconductor Manufacturing Company Limited

$403.41

-2.93%

1D-2.9%

30D-6.7%

90D-0.4%

P/E29.1x

Fwd P/E23.2x

MKT CAP$2.09TTechnology

AVGO

Broadcom Inc.

$381.92

-2.69%

1D-2.7%

30D+4.6%

90D-8.7%

P/E47.0x

Fwd P/E32.3x

MKT CAP$1.82TTechnology

MU

Micron Technology, Inc.

$920.95

-6.99%

1D-7.0%

30D-18.7%

90D+75.6%

P/E27.1x

Fwd P/E11.8x

MKT CAP$1.04TTechnology

AMD

Advanced Micro Devices, Inc.

$521.95

-3.29%

1D-3.3%

30D+0.1%

90D+56.0%

P/E96.9x

Fwd P/E76.5x

MKT CAP$851.1BTechnology

ASML

ASML Holding N.V.

$1,757.09

-2.55%

1D-2.5%

30D-2.1%

90D+22.7%

P/E63.8x

Fwd P/E45.8x

MKT CAP$674.9BTechnology

More in this theme

LITE

Lumentum Holdings Inc.

$762.99

1D-8.5%

30D-6.6%

MKT CAP$59.4B

What's next · catalysts