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2026-06-16
Applied Materials: Not Cheap Enough To Buy, Too Strong To Sell (NASDAQ:AMAT) - Seeking Alpha
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seekingalpha.com 2026-06-16 Seeking Alpha
2026-06-16
Applied Materials: Not Cheap Enough To Buy, Too Strong To Sell (NASDAQ:AMAT) - Seeking Alpha
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seekingalpha.com 2026-06-16 Seeking Alpha
2026-06-16
Micron: Why Option Market Prices Key Risks Differently (NASDAQ:MU) - Seeking Alpha
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seekingalpha.com 2026-06-16 Seeking Alpha
2026-06-16
Micron Technology: Buy Ahead Of Earnings (Preview) (NASDAQ:MU) - Seeking Alpha
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seekingalpha.com 2026-06-16 Seeking Alpha
Home Earnings Analysis Tech  Micron Technology: Buy Ahead Of Earnings (Preview) Jun 15, 2026, 2:45 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock Nova Capital 956 Followers Follow 5 Share Save Play (12min) Comments Summary Micron Technology, Inc. remains a Buy as memory chip bottlenecks and robust pricing drive strong earnings momentum, with no near-term cycle downturn in sigh
Micron TechnologySemiconductorMemory ChipsEarnings AnalysisInvestment RatingBuy RecommendationMarket TrendsAI Chips
2026-06-15
Micron Q3 Preview: Am I Buying More? No; Am I Done? Not At All (Rating Downgrade) (MU) - Seeking Alpha
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2026-06-15
Semiconductor stocks surge as the AI tech rally resumes - Seeking Alpha
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seekingalpha.com 2026-06-15 Seeking Alpha
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2026-06-15
Nvidia's Next Act Starts In H2 2026 (NASDAQ:NVDA) - Seeking Alpha
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seekingalpha.com 2026-06-15 Seeking Alpha
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2026-06-15
Micron Q3 Preview: Expecting Historical Run-Up To Translate To Extraordinary Results - Seeking Alpha
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seekingalpha.com 2026-06-15 Seeking Alpha
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2026-06-15
Texas Instruments, ON Semiconductor see bullish views at Citi - Seeking Alpha
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seekingalpha.com 2026-06-15 Seeking Alpha
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2026-06-15
Nvidia pitching its Vera CPUs to China is 'sensible,' despite H200 tensions: Wedbush (NVDA:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-06-15 Seeking Alpha
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2026-06-15
Potential Google-Samsung deal highlights Taiwan Semiconductor's strains: Wedbush (GOOG:NASDAQ) - Seeking Alpha
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2026-06-15
Qualcomm: Handsets Are The Worry, But AI Infrastructure Is The Opportunity (NASDAQ:QCOM) - Seeking Alpha
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seekingalpha.com 2026-06-15 Seeking Alpha
Home Stock Ideas Long Ideas Tech  Qualcomm: Handsets Are The Worry, But AI Infrastructure Is The Opportunity Jun 15, 2026, 7:09 AM ETQUALCOMM Incorporated (QCOM) Stock, QCOM:CA Stock The Curious Analyst 4.78K Followers Follow 5 Share Save Play (19min) Comments Summary I rate Qualcomm a buy with a $299 price target, reflecting 42% upside potential from the current level. My main growth drivers are
QualcommSemiconductorAI ChipsSmartphonesData CenterAutomotive ElectronicsIoTLow-Power Chips
2026-06-14
Lattice Semiconductor Transitioning To A Strong Upcycle (NASDAQ:LSCC) - Seeking Alpha
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seekingalpha.com 2026-06-14 Seeking Alpha
Home Stock Ideas Long Ideas Tech  Lattice Semiconductor Transitioning To A Strong Upcycle Jun 14, 2026, 8:03 AM ETLattice Semiconductor Corporation (LSCC) Stock Michael Del Monte 7.37K Followers Follow 5 Share Save Play (11min) Comments Summary Lattice Semiconductor is positioned for a major cyclical upswing, driven by surging data center FPGA demand and agentic AI adoption. The AMI acquisition br
FPGAData CenterArtificial IntelligenceAgentic AISemiconductorLattice SemiconductorChip DesignMarket Cycle
2026-06-14
ON Semiconductor Stock: Growth Recovery Underway With Margin Expansion (NASDAQ:ON) - Seeking Alpha
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seekingalpha.com 2026-06-14 Seeking Alpha
Home Stock Ideas Long Ideas Tech  ON Semiconductor: Growth Recovery Underway With Margin Expansion Jun 14, 2026, 2:21 AM ETON Semiconductor Corporation (ON) Stock Khaveen Investments 8.36K Followers Follow 5 Share Save Play (27min) Comments Summary Revenue growth is recovering, led by AI data center momentum and stabilization in automotive and industrial segments, though automotive faces competiti
SemiconductorON SemiconductorAutomotive ElectronicsAI Data CenterMargin ExpansionRevenue GrowthCapital ExpenditureFab Right
2026-06-13
Why I'm Still Holding Every Micron Share (NASDAQ:MU) - Seeking Alpha
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seekingalpha.com 2026-06-13 Seeking Alpha
Home Stock Ideas Long Ideas Tech  Why I'm Still Holding Every Micron Share Jun 13, 2026, 9:00 AM ETMicron Technology, Inc. (MU) Stock, ZMIC:CA Stock, MU:CA Stock Pythia Research 7.84K Followers Follow 5 Share Save Play (8min) Comments (2) Summary Micron guided Q3 revenue to $33.5 billion and 81% gross margins while customers receive only 50%-66% of demand. The first five-year Strategic Customer Ag
Micron TechnologySemiconductorMemoryArtificial IntelligenceAI InfrastructureFinancial PerformanceCash FlowValuation
2026-06-13
ASML: The Rally May Be Overdone (NASDAQ:ASML) - Seeking Alpha
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seekingalpha.com 2026-06-13 Seeking Alpha
Home Tech  ASML: The Rally May Be Overdone Jun 12, 2026, 6:23 PM ETASML Holding N.V. (ASML) Stock, ASMLF Stock, ASML:CA StockTSLA, TSLA:CA, ZTSL:CA , SPCX, INTC, INTC:CA, ZINT:CA, SMH Jonathan Weber Investing Group Follow 5 Share Save Play (9min) Comments Summary ASML Holding N.V. is a clear beneficiary of the AI-driven semiconductor boom, with strong demand for its lithography machines. Despite r
Semiconductor EquipmentLithography MachinesASMLAI ChipsSemiconductor IndustryValuation AnalysisInvestment RecommendationTSMC
2026-06-13
ASML: The Rally May Be Overdone (NASDAQ:ASML) - Seeking Alpha
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2026-06-12
Nvidia: The Market Is Pricing A Peak That The Order Book Denies (NASDAQ:NVDA) - Seeking Alpha
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seekingalpha.com 2026-06-12 Seeking Alpha
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2026-06-12
Nvidia: Nobody Is Pricing This In (NASDAQ:NVDA) - Seeking Alpha
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seekingalpha.com 2026-06-12 Seeking Alpha
Home Stock Ideas Long Ideas Tech  Nvidia: Nobody Is Pricing This In Jun 12, 2026, 9:04 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA Stock Bohdan Kucheriavyi 10.11K Followers Follow 5 Share Save Play (11min) Comment (1) Summary Nvidia Corporation remains a compelling buy as new growth catalysts and robust Q1 results reinforce the bullish thesis despite recent share price weakness. N
NVIDIASemiconductorAI ChipArtificial IntelligenceFinancial AnalysisInvestment StrategyValuation ModelStock Buyback
2026-06-12
SK Hynix poised to choose Nasdaq for US listing - report (NDAQ:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-06-12 Seeking Alpha
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