AI Infra & Chips · trd.fun

The thesis

Big players

NVDA

NVIDIA Corporation

$210.96

-0.59%

1D-0.6%

30D-6.1%

90D+2.0%

P/E26.7x

Fwd P/E13.3x

MKT CAP$5.09TTechnology

TSM

Taiwan Semiconductor Manufacturing Company Limited

$418.51

+1.49%

1D+1.5%

30D-7.2%

90D+3.7%

P/E27.1x

Fwd P/E17.9x

MKT CAP$2.17TTechnology

AVGO

Broadcom Inc.

$321.68

-0.48%

1D-0.5%

30D-8.2%

90D-15.8%

P/E41.1x

Fwd P/E16.6x

MKT CAP$1.54TTechnology

MU

Micron Technology, Inc.

$877.55

+2.46%

1D+2.5%

30D-18.8%

90D-4.7%

P/E11.8x

Fwd P/E4.2x

MKT CAP$992.9BTechnology

AMD

Advanced Micro Devices, Inc.

$516.79

+1.74%

1D+1.7%

30D-17.9%

90D-1.0%

P/E131.8x

Fwd P/E32.8x

MKT CAP$843.6BTechnology

ASML

ASML Holding N.V.

$1,571.80

+0.72%

1D+0.7%

30D-8.7%

90D-10.5%

P/E38.7x

Fwd P/E25.0x

MKT CAP$605.8BTechnology

More in this theme

LITE

Lumentum Holdings Inc.

$756.17

1D+0.5%

30D-18.6%

MKT CAP$68.5B

What's next · catalysts