AI Infra & Chips · trd.fun

The thesis

Big players

NVDA

NVIDIA Corporation

$208.19

-0.22%

1D-0.2%

30D-3.0%

90D+12.2%

P/E35.6x

Fwd P/E24.3x

MKT CAP$5.04TTechnology

TSM

Taiwan Semiconductor Manufacturing Company Limited

$427.92

+0.26%

1D+0.3%

30D+3.7%

90D+20.4%

P/E35.6x

Fwd P/E28.1x

MKT CAP$2.22TTechnology

AVGO

Broadcom Inc.

$392.16

-1.12%

1D-1.1%

30D-7.8%

90D+16.1%

P/E48.2x

Fwd P/E33.2x

MKT CAP$1.87TTechnology

MU

Micron Technology, Inc.

$935.89

-1.41%

1D-1.4%

30D+27.1%

90D+126.7%

P/E68.7x

Fwd P/E17.0x

MKT CAP$1.06TTechnology

AMD

Advanced Micro Devices, Inc.

$475.51

-3.02%

1D-3.0%

30D+7.7%

90D+139.4%

P/E88.3x

Fwd P/E70.3x

MKT CAP$775.4BTechnology

ASML

ASML Holding N.V.

$1,777.77

+1.64%

1D+1.6%

30D+9.9%

90D+26.1%

P/E68.7x

Fwd P/E58.4x

MKT CAP$685.2BTechnology

More in this theme

INTC

Intel Corporation

$107.92

1D-2.1%

30D-11.7%

MKT CAP$542.4B

LRCX

Lam Research Corporation

$327.16

1D+0.8%

30D+10.3%

MKT CAP$409.1B

AMAT

Applied Materials, Inc.

$499.21

1D+1.4%

30D+13.0%

MKT CAP$396.4B

ARM

Arm Holdings plc

$324.86

1D-6.2%

30D+62.4%

MKT CAP$347.0B

KLAC

KLA Corporation

$2,139.37

1D+1.5%

30D+12.8%

MKT CAP$279.5B

MRVL

Marvell Technology, Inc.

$266.88

1D-7.6%

30D+69.8%

MKT CAP$233.5B

ANET

Arista Networks, Inc.

$152.16

1D-2.7%

30D+10.3%

MKT CAP$191.6B

VRT

Vertiv Holdings Co

$289.52

1D-3.7%

30D-11.6%

MKT CAP$111.2B

CDNS

Cadence Design Systems, Inc.

$390.90

1D-0.8%

30D+8.7%

MKT CAP$107.8B

SNPS

Synopsys, Inc.

$465.27

1D-1.7%

30D-8.3%

MKT CAP$89.1B

COHR

Coherent Corp.

$355.94

1D-11.4%

30D+19.9%

MKT CAP$69.6B

LITE

Lumentum Holdings Inc.

$821.76

1D-8.2%

30D-0.9%

MKT CAP$63.9B

TER

Teradyne, Inc.

$369.21

1D-1.5%

30D+4.1%

MKT CAP$57.8B

MCHP

Microchip Technology Incorporated

$91.47

1D+0.1%

30D-7.8%

MKT CAP$49.6B

SMCI

Super Micro Computer, Inc.

$40.64

1D-7.6%

30D+24.4%

MKT CAP$24.4B

ONT

Onterris, Inc.

$16.97

1D+1.7%

30D+3.2%

MKT CAP$613M

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