$LRCX 0.57 Developing

Notable posts

• @StockSavvyShay neutral 1956 eng

  SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ALAB ~2.9x • $ARM ~2.4x • $INTC ~2.2x • $LRCX ~2.2x • $KLAC ~2.0x • $AMAT ~1.7x • $ASML ~1.7x • $ANET ~1.7x • $TSM ~1.2x • $LITE ~1.1x • $COHR ~1.0x • $CRDO ~0.9x • $NVDA ~0.8x • $AMD ~0.7x • $AAOI ~0.7x • $MRVL ~0.6x • $ON ~0.6x • $AVGO ~0.6x • $SNDK ~0.4x • $MU ~0.4x

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• @StockSavvyShay neutral 1293 eng

  SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $LRCX ~2.3x • $ALAB ~2.1x • $INTC ~1.9x • $ANET ~1.8x • $ARM ~1.6x • $KLAC ~1.3x • $AMAT ~1.2x • $ASML ~1.0x • $TSM ~0.9x • $AMD ~0.7x • $NVDA ~0.7x • $CRDO ~0.6x • $COHR ~0.6x • $LITE ~0.5x • $AVGO ~0.5x • $MRVL ~0.5x • $AAOI ~0.4x • $ON ~0.4x • $SNDK ~0.2x • $MU ~0.2x • $SKHY ~0.1x

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• @StockSavvyShay neutral 1250 eng

  THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS Operating margin breakdown: • Best-in-class (50%+) | $MU, $NVDA, $SKHY, $TSM • Elite (40–49%) | $ANET, $AVGO, $KLAC, $SNDK • Strong (30–39%) | $ASML, $LRCX, $CRDO, $WDC • Healthy (20–29%) | $AMAT, $ALAB • Solid (Below 20%) | $ARM, $MRVL, $AMD, $COHR, $LITE, $ON

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• @StockSavvyShay neutral 1228 eng

  SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ALAB ~3.6x • $INTC ~2.7x • $LRCX ~2.6x • $KLAC ~2.4x • $AMAT ~2.2x • $ARM ~1.9x • $ASML ~1.7x • $ANET ~1.7x • $LITE ~1.1x • $TSM ~1.1x • $COHR ~1.0x • $AMD ~0.8x • $CRDO ~0.7x • $NVDA ~0.7x • $MRVL ~0.6x • $AAOI ~0.6x • $AVGO ~0.5x • $ON ~0.4x • $MU ~0.2x • $SNDK ~0.2x

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• @StockSavvyShay bullish 825 eng

  10 WAYS TO INVEST IN THE AI DATA CENTER BUILDOUT Data center demand is expected to nearly quadruple to 194 GW by 2035 as AI scales across more users, more tokens per user and more compute per token. Here are some of my favorite names positioned to benefit: 1. $TSM foundry manufacturing the accelerators, custom chips & networking silicon that nearly the entire AI buildout depends on. 2. $VRT liquid-cooling leader benefiting as rack density rises & AI systems require increasingly advanced thermal management. 3. $NVDA & $AMD accelerator duopoly at center of AI buildout with Nvidia's Vera Rubin entering full production & AMD’s Helios rack-scale systems emerging as a credible second source. 4. $MU & $SKHY memory engines of the AI era with HBM content scaling on every rack with data center margins above Nvidia's at segment level while suppliers themselves forecast shortage running into 2030. 5. $AVGO & $MRVL custom-silicon backbone, designing accelerators, networking chips & hyperscaler ASICs that capture more content across every AI rack. 6. $CRDO & $ALAB high-speed connectivity layer supplying the interconnect that lashes thousands of accelerators into one fabric 7. $OKLO & $SMR next-gen nuclear frontier with Oklo building the "local power plant" targeting microreactors beside data center campuses & NuScale developing larger modular reactors for utility-scale power. 8. $BE, $CEG & $VST provide power behind the AI buildout with Bloom delivering onsite fuel cells that bypass grid delays while Constellation & Vistra supply large-scale nuclear, gas & storage capacity to hyperscalers. 9. $LITE, $COHR & $AAOI optical layer benefiting from the transition from 800G to 1.6T with Lumentum & Coherent as components suppliers Nvidia took equity stakes in to secure next-generation optics capacity while AAOI is ramping U.S.-based 800G transceiver production for hyperscalers. 10. $ASML, $AMAT, $LRCX & $KLAC form equipment layer behind every new fab & packaging line with ASML’s EUV monopoly as ultimate chokepoint & Applied Materials, Lam & KLA supplying the deposition, etch & inspection tools required for every capacity expansion.

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• @StockSavvyShay neutral 747 eng

  THE $NVDA VERA RUBIN SUPPLY CHAIN BREAKDOWN Nvidia’s Vera Rubin is ramping into full-scale production and reshaping the AI rack bill of materials in three major ways: more HBM per rack, a shift from pluggable to co-packaged optics and the move to 800VDC power. Here are the companies positioned to capture each transition: Memory Storage (content-per-rack story) • $MU, $SNDK, $SKHY and Samsung sit at the memory and storage layer as next-gen AI systems require more bandwidth, more capacity and faster data access. Advanced Packaging (bottleneck that gates everything) • Foundry / packaging: $TSM, $AMKR, $INTC • Packaging equipment: $AMAT, $LRCX, $KLAC, $ASML • Test / validation: $TER, $AEHR • Substrates / materials: $TTMI Optical Communication (CPO transition) • Optical modules: $COHR, $LITE, $AAOI • CPO / switching chips: $AVGO, $NVDA, $MRVL • High-speed connectivity: $CRDO, $ALAB • Fiber / networking: $GLW, $NOK, $CSCO, $ANET • Silicon photonics / packaging: $TSM, $GFS, $TSEM 800VDC Power Supply (architecture shift) • Wide-bandgap semis: $STM, $ON, $NVTS, $POWI, $WOLF • Power management / hardened devices: $MPWR, $ADI, $TXN, $AOSL, $VICR, $MCHP • Motherboard / connector / power module: $FLEX, $APH, $TEL • Infrastructure / power delivery: $VRT, $ETN, $GEV Compute System (integrators) • $DELL, $HPE, $SMCI provide the system-level integration layer that turns all of these components into deployable AI infrastructure.

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• @WOLF_Financial neutral 704 eng

  HERE ARE THE WORLD'S 50 MOST VALUABLE COMPANIES AS OF JUNE 2026 TECHNOLOGY (22 of the top 50): NVIDIA $NVDA: $4.8T Apple $AAPL: $4.3T Alphabet $GOOGL: $4.2T Microsoft $MSFT: $2.8T SpaceX $SPCX: $2.1T TSMC $TSM: $2.3T Broadcom $AVGO: $1.8T Samsung: $1.5T Meta $META: $1.4T SK Hynix: $1.2T Micron $MU: $1.2T AMD $AMD: $848B Intel $INTC: $665B ASML $ASML: $685B Arm $ARM: $391B Cisco $CSCO: $478B Oracle $ORCL: $476B Applied Materials $AMAT: $465B Lam Research $LRCX: $464B KLA $KLAC: $319B Tencent: $485B Kioxia: $313B CONSUMER DISCRETIONARY: Amazon $AMZN: $2.5T Tesla $TSLA: $1.4T Home Depot $HD: $324B ENERGY: Saudi Aramco: $1.7T ExxonMobil $XOM: $579B Chevron $CVX: $350B FINANCIALS: Berkshire Hathaway $BRK: $1.1T JPMorgan Chase $JPM: $895B Visa $V: $625B Mastercard $MA: $431B Bank of America $BAC: $411B Morgan Stanley $MS: $357B Goldman Sachs $GS: $323B China Construction Bank: $382B Agricultural Bank of China: $326B ICBC: $308B HSBC $HSBC: $328B CONSUMER STAPLES: Walmart $WMT: $950B Costco $COST: $425B Procter & Gamble $PG: $351B Coca-Cola $KO: $346B HEALTH CARE: Lilly $LLY: $987B Johnson & Johnson $JNJ: $576B AbbVie $ABBV: $415B UnitedHealth $UNH: $372B INDUSTRIALS: Caterpillar $CAT: $453B P&G $PG: $351B (also listed under consumer staples) GE $GE: $372B (Photo Credit: VisualCapitalist)

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• @StockSavvyShay neutral 664 eng

  NEXT WEEKS EARNINGS ARE MASSIVE • Monday | $APLD, $NVTS, $CDNS, $AMKR • Tuesday | $BE, $KLAC, $PYPL, $V, $TER, $ENPH • Wednesday | $MSFT, $META, $HOOD, $ARM, $QCOM, $SOFI, $VRT, $LMND, $LRCX, $VKTX, $FTNT, $CVNA • Thursday | $AAPL, $AMZN, $COIN, $RBLX, $RDDT, $TEM, $RIVN, $FSLR, $MA, $PGY, $MSTR, $AXTI, $NXT • FRIDAY | $CVX, $XOM, $ABBV, $CCJ, $MRNA

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