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

INTC

Intel Corporation

$92.32

1D-7.9%

30D-28.1%

MKT CAP$465.7B

AMAT

Applied Materials, Inc.

$536.25

1D-4.7%

30D-14.5%

MKT CAP$425.8B

LRCX

Lam Research Corporation

$305.21

1D-4.6%

30D-19.5%

MKT CAP$381.7B

ARM

Arm Holdings plc

$260.01

1D-8.1%

30D-22.2%

MKT CAP$277.7B

KLAC

KLA Corporation

$210.52

1D-3.8%

30D-15.3%

MKT CAP$275.0B

ADI

Analog Devices, Inc.

$371.86

1D-2.2%

30D-3.9%

MKT CAP$181.1B

MRVL

Marvell Technology, Inc.

$194.23

1D-7.2%

30D-27.2%

MKT CAP$174.3B

VRT

Vertiv Holdings Co

$290.36

1D-4.5%

30D-4.5%

MKT CAP$111.5B

CDNS

Cadence Design Systems, Inc.

$326.24

1D-1.3%

30D-13.5%

MKT CAP$90.0B

SNPS

Synopsys, Inc.

$373.47

1D-0.0%

30D-17.8%

MKT CAP$71.5B

LITE

Lumentum Holdings Inc.

$762.99

1D-8.5%

30D-6.6%

MKT CAP$59.4B

COHR

Coherent Corp.

$282.39

1D-9.8%

30D-25.8%

MKT CAP$55.2B

TER

Teradyne, Inc.

$349.92

1D-6.4%

30D-19.9%

MKT CAP$54.8B

MCHP

Microchip Technology Incorporated

$78.86

1D-3.1%

30D-10.3%

MKT CAP$42.8B

ENTG

Entegris, Inc.

$129.15

1D-4.5%

30D-20.0%

MKT CAP$19.7B

SMCI

Super Micro Computer, Inc.

$30.10

1D-3.5%

30D-1.7%

MKT CAP$19.5B

What's next · catalysts