Q: Hi Peter, what are the expectations for QRVO & ON next week ? One would think that with the chip shortage results for all these companies would be good and reflect max output. Is that the case or are supplies muffled by the most restricted component of a particular end users product ? Thank you.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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NVIDIA Corporation (NVDA $172.41)
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Qorvo Inc. (QRVO $88.57)
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Advanced Micro Devices Inc. (AMD $156.99)
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MKS Inc. (MKSI $104.71)
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ON Semiconductor Corporation (ON $60.72)
Q: Hi Peter, in the semi space we have AMD, NVDA, QRVO, ON, and MKSI. Knowing that NVDA is your favorite would you exit or trim any of these ? In Tech what do you think happens if/when the big guys AAPL, GOOGL etc and then the smaller guys report more good earnings numbers ? Will this boost them or are we past that for now ? Thanks for all you do !
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Qorvo Inc. (QRVO $88.57)
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ON Semiconductor Corporation (ON $60.72)
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Entegris Inc. (ENTG $90.75)
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Proofpoint Inc. (PFPT $175.90)
Q: Pls comment on the earnings of each and if you would buy more, hold or move on. Thank you.
Q: Pls comment on the recent earnings for each. Would you continue to hold ? Thank you.
Q: Could you give me your opinion on this company,is this a good entry,how is management, debt,any near term catalysts and how often do they beat expectations thank you
Q: Although recognizing the potential of Envidia I have chosen to take profits and move on. I don't wish to Abandon the semiconductor space and as a result am looking at ON. Recognizing this is a US company I would appreciate your thoughts.
Thanks
Thanks