While tech giants stumbled this week, analysts are reminding investors that semiconductor stocks still belong in their portfolio's starting lineup. Despite Wednesday's sell-off, big names like Nvidia (NVDA) are being called a "tremendous opportunity" to buy.
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- Piper's Bull Case: In a bullish note, Piper Sandler gave NVDA's upcoming Blackwell chips a resounding endorsement. They see the new AI architecture driving "revenues well into 2025 as demand exceeds supply" for this sector leader.
- AMD's Upside: Piper also gave Advanced Micro Devices (AMD) a "Top Pick" nod. As AMD takes server share from a struggling Intel, any NVDA supply snags could mean even more upside for AMD.
- Don't Overlook ON: The unsung hero on Piper's buy list? ON Semiconductor remains a stealth semiconductor play that stands to benefit from broader sector tailwinds.
Knee-jerk reactions to NVDA's 5% Wednesday slip are misguided. Smart money is using any dips to double down on best-in-breed chipmakers fueling AI's global takeover.
With surging data center spend, AI's appetite for high-powered chips won't be satiated anytime soon. Ignore the noise and load up your portfolio with the semiconductor backbone behind the world's most transformative megatrend.
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