Key insights
- The user is bullish on AI and semiconductor stocks, viewing the current market dip as an opportunity. They are seeking advice on ranking NVDA, AVGO, MU, and SNDK for potential upside, and whether recent CPI data and anticipated SpaceX IPO liquidity have been priced in. The user's focus on specific semiconductor stocks and their potential upside, alongside macroeconomic data points like CPI and IPO liquidity, suggests a medium-term bullish outlook for the sector, with potential for positive influence on related US equities.
Hey everyone, I am very bullish on AI and have been looking at a few different chip/semi conductor stocks in the american market and thought this was the perfect time to take advantage of the current market dip and invest while prices are down. Im very grateful that my dad bought me shares of Sk hynix and Samsung in 2021 when I was 15 and I plan on holding these for atleast another year.
After doing some research I've narrowed down my choices to: NVDA, AVGO, MU, SNDK. I know I have already missed out on the crazy upsides for all of these but I wanted to ask for some advice on what you guys think is still the most relatively undervalued or has the biggest upside left to run moving forward.
- How would you rank these 4 choices? 2. Has the CPI release for today been fully priced in? 3. How much of the liquidity from SpaceX ipo has been priced in? Should I wait until the release of SpaceX IPO before buying any of these stocks?