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Lam Research Corporation (LRCX $224.35)
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Micron Technology Inc. (MU $377.58)
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NVIDIA Corporation (NVDA $178.10)
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QUALCOMM Incorporated (QCOM $124.07)
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Advanced Micro Devices Inc. (AMD $221.53)
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Lattice Semiconductor Corporation (LSCC $96.84)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $345.32)
Q: Hi,
I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?
Cam
I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?
Cam