Here are the semiconductor companies expected to grow revenue the fastest over next 3 years as the AI buildout accelerates: $AAOI ~106%, $SKHY ~83%, $LITE ~67%, $ALAB ~65%, $AVGO ~62%, $NVDA ~61%, $MRVL ~56%, $CRDO ~56%, $AMD ~53%, $SNDK ~43%, $COHR ~39%, $TSM ~36%, $MU ~34%, $ANET ~31%, $ARM ~30%, $ASML ~30%, $LRCX ~27%, $AMAT ~25%, $KLAC ~23%, $INTC ~17%, $ON ~12%.
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Here are the semiconductor companies expected to grow revenue the fastest over next 3 years as the AI buildout accelerates:
• $AAOI ~106%
• $SKHY ~83%
• $LITE ~67%
• $ALAB ~65%
• $AVGO ~62%
• $NVDA ~61%
• $MRVL ~56%
• $CRDO ~56%
• $AMD ~53%
• $SNDK ~43%
• $COHR ~39%
• $TSM ~36%
• $MU ~34%
• $ANET ~31%
• $ARM ~30%
• $ASML ~30%
• $LRCX ~27%
• $AMAT ~25%
• $KLAC ~23%
• $INTC ~17%
• $ON ~12%
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Reasoning: Fundamentals Specific
@Mr_Derivatives lists $SKHY, $LRCX, $AEHR, $KLAC and $AMKR as down 10 days in a row, the worst daily losing streak in the whole market, and asks whether they would make it 11 tomorrow.
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Notable names down 10 days in a row, which makes it the worst daily losing streak in the ENTIRE stock market currently:
$SKHY
$LRCX
$AEHR
$KLAC
$AMKR
They wouldn’t make these 11 in a row tomorrow would they?
Reasoning: Technicals
@StockSavvyShay says $AMAT is targeting 54% gross margins and 40% operating margins by 2030 while planning to return about 90% of FCF to shareholders. Service revenue is expected to exceed $12B as chipmakers maintain and upgrade equipment. Applied is also expanding into the $KLAC inspection market with eBeam expected to reach $2B this year, while doubling R&D and manufacturing capacity for complex AI chips, HBM and advanced packaging.
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$AMAT is targeting 54% gross margins and 40% operating margins by 2030 while planning to return ~90% of FCF to shareholders.
A big part of that comes from service revenue expected to exceed $12B as chipmakers keep maintaining and upgrading existing equipment giving Applied more recurring revenue even when new equipment spending slows.
Applied is also expanding into $KLAC inspection market with its eBeam business expected to reach $2B this year while doubling R&D and manufacturing capacity to support really complex AI chips, HBM and advanced packaging.
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Reasoning: Fundamentals · Long term Specific
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.