UBS believes the risk-reward profile for leading AI semiconductor…

Κοινότητα

· Mar 19

UBS believes the risk-reward profile for leading AI semiconductor stocks is improving, pointing to strong innovation, improved valuations and continued growth in demand for AI computing despite market volatility.

In Tuesday's report, the investment bank highlighted Nvidia's, Broadcom, Taiwan Semiconductor Manufacturing and ASML as key beneficiaries of the trend.

Do you have or plan to buy shares of any of these companies?

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Trevor Mills @trev_mills Mar 21

I've only been buying $AMD for now. I think it's the most undervalued stock in the sector right now and has the most potential.

Malcolm Stokes @stokes_malky Mar 24

On the other hand, there are some risks to consider with $AMD.

Bill Combs @billcombs Mar 20

It makes sense and that's why I have this sector represented in my portfolio quite a lot. I bought $AMD, $AVGO and I'm thinking of adding $NVDA.

Clive Bennett @_clivy Mar 20

Overall, the sector is a bit cheaper again now, so I think it's a shame not to take advantage of the dips. I'm buying $NVDA and $AMD.

Nigel Thornton @_thornton Mar 20

I have $ASML in my portfolio and recently bought a few shares of $AMD because the valuation is quite attractive right now.

Steve James @stevejames Mar 19

I have TSM, but not ASML for a while. But I'm not buying anything at the moment.

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