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"uuid": "d5d84e12-b9bb-4309-a397-0da416e6a75a",
"title": "15 Cheapest Countries To Live in Asia",
"description": "In this article, we will discuss the 15 cheapest countries to live in Asia.",
"keywords": "",
"snippet": "In this article, we will discuss the 15 cheapest countries to live in Asia. If you want to skip our discussion on the developments in the Asian economy, you can...",
"url": "https://www.insidermonkey.com/blog/15-cheapest-countries-to-live-in-asia-1234989/",
"image_url": "https://d2gr5kl7dt2z3t.cloudfront.net/blog/wp-content/uploads/2020/09/21114807/urban-landscape-786059_1280.jpg",
"language": "en",
"published_at": "2023-12-09T13:18:48.000000Z",
"source": "insidermonkey.com",
"relevance_score": null,
"entities": [
{
"symbol": "2330.TW",
"name": "Taiwan Semiconductor Manufacturing Company Limited",
"exchange": null,
"exchange_long": null,
"country": "tw",
"type": "equity",
"industry": "Technology",
"match_score": 51.024143,
"sentiment_score": 0.573567,
"highlights": [
{
"highlight": "The growth of economies in Asia can largely be attributed to the strong performance of notable companies like Saudi Arabian Oil Co (TADAWUL:2222), Samsung Electronics Co Ltd (KRX:005930), and <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM) operating within the region.",
"sentiment": 0.8126,
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"highlight": "Here’s what Wedgewood Partners said about <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM) in its Q3 2023 investor letter:\n\n“<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM) detracted from performance, as revenues declined 10% from a year ago.",
"sentiment": 0,
"highlighted_in": "main_text"
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{
"highlight": "Overall, the expansion of economies in Asia can be attributed not only to government policies but also to the strong performance of popular companies like Saudi Arabian Oil Co (TADAWUL:2222), Samsung Electronics Co Ltd (KRX:005930), and <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM) operating within the region.",
"sentiment": 0.9081,
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"uuid": "7fe14340-c44d-4752-816d-6efb4ecea029",
"title": "〈熱門股〉資金追逐ASIC族群 創意周漲16%寫四個月新高",
"description": "科技大廠積極投入自研晶片趨勢確立，ASIC 與 IP 業者成為市場資金追逐焦點，創意 (3443-TW) 明年即將量產微軟 (MSFT-US) 新款晶片，市場也提早卡位，周五股價攻上漲停板，單周漲幅達 16.26%，收在 1895 元，為四",
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"snippet": "科技大廠積極投入自研晶片趨勢確立，ASIC 與 IP 業者成為市場資金追逐焦點，創意 (3443-TW) 明年即將量產微軟 (MSFT-US) 新款...",
"url": "https://news.cnyes.com/news/id/5405348",
"image_url": "https://cimg.cnyes.cool/prod/news/5405348/l/0ef9ecb7aa2e74d38d85506e0516aedd.jpg",
"language": "zh",
"published_at": "2023-12-09T05:02:19.000000Z",
"source": "news.cnyes.com",
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"entities": [
{
"symbol": "3661.TW",
"name": "Alchip Technologies, Limited",
"exchange": null,
"exchange_long": null,
"country": "tw",
"type": "equity",
"industry": "Technology",
"match_score": 24.299568,
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"highlights": [
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"highlight": "本周除了創意大漲外，ASIC 與 IP 族群包括世芯 - KY(<em>3661</em>-<em>TW</em>)、金麗科 (3228-TW)、威盛 (2388-TW)、巨有科技 (8227-TW)、M31(6643-TW) 等都不錯表現。\n\n展望明年，法人看好，除了微軟晶片量產貢獻外，包括記憶體 SSD、網通等需求都可望復甦，加上今年下半年量產的 FPGA 案件一路延續至明年，明年營運可望持續成長。",
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{
"uuid": "a7cf662e-12ff-4ff9-8702-e8a94f51ace4",
"title": "10 Best Semiconductor Stocks According to Billionaires",
"description": "In this article, we discuss the 10 best semiconductor stocks according to billionaires. To skip the detailed analysis of the semiconductor industry, go directly to the 5 Best Semiconductor Stocks According to Billionaires. The semiconductor industry is arguably one of the most important segments of the market. It is the backbone of our modern digital […]",
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"snippet": "In this article, we discuss the 10 best semiconductor stocks according to billionaires. To skip the detailed analysis of the semiconductor industry, go directly...",
"url": "https://finance.yahoo.com/news/10-best-semiconductor-stocks-according-210120258.html?.tsrc=rss",
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"published_at": "2023-12-08T21:01:20.000000Z",
"source": "finance.yahoo.com",
"relevance_score": null,
"entities": [
{
"symbol": "2330.TW",
"name": "Taiwan Semiconductor Manufacturing Company Limited",
"exchange": null,
"exchange_long": null,
"country": "tw",
"type": "equity",
"industry": "Technology",
"match_score": 57.693054,
"sentiment_score": 0.3988,
"highlights": [
{
"highlight": "The computational needs for such technologies paved the way for some of the best semiconductor stocks, like NVIDIA Corporation (NASDAQ:NVDA) and <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), to create ample opportunities for investors.",
"sentiment": 0.886,
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"highlight": "Furthermore, its stock has gained over 230% year-to-date (YTD)\n\n<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM) is the company that makes all of NVIDIA Corporation (NASDAQ:NVDA)’s chips. While the company’s third-quarter revenues fell year-over-year (YoY), its stock price is up nearly 35% YTD at the time of writing on December 8.",
"sentiment": 0.3818,
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"highlight": "<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM) is the primary chip supplier of Apple Inc. (NASDAQ:AAPL).\n\nStory continues\n\nAdvanced Micro Devices, Inc. (NASDAQ:AMD) has also made some noise in the AI segment as it unveiled its latest AI accelerator, Instinct MI300X, on December 6.",
"sentiment": 0.25,
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"highlight": "<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM)’s Arizona plant has been delayed till 2025 due to labor shortages. Furthermore, the company’s plan to build a facility in Germany is also facing the problem of insufficient skilled labor.",
"sentiment": -0.6369,
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"highlight": "Some of the best semiconductor stocks, according to billionaires, include NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX).",
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"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
"sentiment": 0.6369,
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{
"highlight": "NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.6369,
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}
]
}
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{
"uuid": "9549e163-1ba4-4790-82dd-c0eabf4fbb20",
"title": "10 Best Semiconductor Stocks According to Billionaires",
"description": "In this article, we discuss the 10 best semiconductor stocks according to billionaires.",
"keywords": "",
"snippet": "In this article, we discuss the 10 best semiconductor stocks according to billionaires. To skip the detailed analysis of the semiconductor industry, go directly...",
"url": "https://www.insidermonkey.com/blog/10-best-semiconductor-stocks-according-to-billionaires-1235081/",
"image_url": "https://d2gr5kl7dt2z3t.cloudfront.net/blog/wp-content/uploads/2023/11/26002209/ARBE-insidermonkey-1700976127770.jpg",
"language": "en",
"published_at": "2023-12-08T21:01:20.000000Z",
"source": "insidermonkey.com",
"relevance_score": null,
"entities": [
{
"symbol": "APC.DE",
"name": "Apple Inc.",
"exchange": null,
"exchange_long": null,
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 9.678522,
"sentiment_score": 0.5941,
"highlights": [
{
"highlight": "However, its stock price gain is not solely dependent on the AI boom but also on better-than-expected sales due to <em>Apple</em> <em>Inc</em>. (NASDAQ:AAPL)’s iPhone 15 launch. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the primary chip supplier of <em>Apple</em> <em>Inc</em>. (NASDAQ:AAPL).\n\nAdvanced Micro Devices, Inc.",
"sentiment": 0.3291,
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{
"highlight": "These chips usually play a supporting role to the sexier “digital brain” that is the latest and greatest processor from Nvidia, Intel, AMD, <em>Apple</em>, or Qualcomm.",
"sentiment": 0.8591,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AMD.DE",
"name": "Advanced Micro Devices, Inc.",
"exchange": null,
"exchange_long": null,
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 26.397245,
"sentiment_score": 0.2261,
"highlights": [
{
"highlight": "<em>Advanced</em> <em>Micro</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:AMD) has also made some noise in the AI segment as it unveiled its latest AI accelerator, Instinct MI300X, on December 6. The company also raised its AI Accelerator total addressable market to $400 billion from the prior $150 billion. At the Barclays’ Global Technology Conference, <em>Advanced</em> <em>Micro</em> <em>Devices</em>, <em>Inc</em>.",
"sentiment": 0,
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{
"highlight": "Intel appears to be executing its technology/product roadmap; the company is on track to ramp up PC and server products over the next 12 months on advanced manufacturing nodes that we believe will be more competitive with chief rival <em>Advanced</em> <em>Micro</em> <em>Devices</em>.",
"sentiment": 0.4522,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "NVD.DE",
"name": "NVIDIA Corporation",
"exchange": null,
"exchange_long": null,
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 23.056877,
"sentiment_score": 0.462638,
"highlights": [
{
"highlight": "The computational needs for such technologies paved the way for some of the best semiconductor stocks, like <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), to create ample opportunities for investors.",
"sentiment": 0.8591,
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{
"highlight": "<em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA)’s market cap was somewhere around $400 billion in December 2022 and jumped to $1 trillion by the second quarter of 2023. At the time of writing on December 8, the company had a market cap of $1.17 trillion.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Furthermore, its stock has gained over 230% year-to-date (YTD)\n\nTaiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the company that makes all of <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA)’s chips. While the company’s third-quarter revenues fell year-over-year (YoY), its stock price is up nearly 35% YTD at the time of writing on December 8.",
"sentiment": 0.1779,
"highlighted_in": "main_text"
},
{
"highlight": "Some of the best semiconductor stocks, according to billionaires, include <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX).",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "One of the most famous hedge fund billionaires, Stanley Druckenmiller of Duquesne Capital, kept <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA) as his 13F portfolio’s top stock pick in the third quarter of 2023 and said:\n\n“If it’s as big as I think it is, <em>Nvidia</em> is something we are going to want to own for at least two or three years […] I do believe, unlike crypto",
"sentiment": 0.2732,
"highlighted_in": "main_text"
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{
"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "These chips usually play a supporting role to the sexier “digital brain” that is the latest and greatest processor from <em>Nvidia</em>, Intel, AMD, Apple, or Qualcomm.",
"sentiment": 0.8591,
"highlighted_in": "main_text"
},
{
"highlight": "<em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "INL.DE",
"name": "Intel Corporation",
"exchange": null,
"exchange_long": null,
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 13.649923,
"sentiment_score": 0.43335,
"highlights": [
{
"highlight": "<em>Intel</em> <em>Corporation</em> (NASDAQ:INTC)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $1.079 billion\n\n<em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) is a California-based tech company that manufactures and sells products like microprocessors, chipsets, embedded processors, microcontrollers, and more.",
"sentiment": 0.6369,
"highlighted_in": "main_text"
},
{
"highlight": "On December 4, <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) announced that it signed a Memorandum of Understanding with Siemens AG to collaborate and advance the digitalization and sustainability of microelectronics manufacturing.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "On November 7, The Wall Street Journal reported that <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) is in the lead to receive billions of dollars in government funding for secure facilities manufacturing microchips. While the exact amount has not been disclosed, the funding would be from the $39 billion manufacturing grants authorized under the Chips Act 2022.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "ClearBridge Investments commented on <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) in its third quarter 2023 investor letter. Here is what it said:\n\n“We also added to our position in <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) to take advantage of signs that it continues to make progress on its goal of regaining technology leadership.",
"sentiment": 0.5859,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "MTE.DE",
"name": "Micron Technology, Inc.",
"exchange": null,
"exchange_long": null,
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 31.281715,
"sentiment_score": 0.4747,
"highlights": [
{
"highlight": "<em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU)\n\nNumber of Billionaire Investors: 16\n\nDollar Value of Billionaire Holdings: $1.81 billion\n\n<em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU) is an Idaho-based company that manufactures and provides storage and memory products and solutions under the brands of Micron and Crucial.",
"sentiment": 0.5267,
"highlighted_in": "main_text"
},
{
"highlight": "On December 6, Mizuho raised the price target on <em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU)’s stock to $86 from $82 and kept a Buy rating. According to the analyst, there will be positive tailwinds for memory going into 2024 for DRAM and NAND.\n\nOn November 28, <em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU) updated its first-quarter fiscal 2024 guidance.",
"sentiment": 0.5574,
"highlighted_in": "main_text"
},
{
"highlight": "As per Insider Monkey’s proprietary data, 16 billionaires had investments in <em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU)’s stock at a combined value of $1.81 billion in Q3.\n\n8.",
"sentiment": 0.34,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "QCI.DE",
"name": "QUALCOMM Incorporated",
"exchange": null,
"exchange_long": null,
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 26.957277,
"sentiment_score": 0.493467,
"highlights": [
{
"highlight": "<em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $1.46 billion\n\n<em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM) develops wireless telecommunication products like semiconductors and software and provides related services. It is one of the best semiconductor stocks, according to billionaires.",
"sentiment": 0.8555,
"highlighted_in": "main_text"
},
{
"highlight": "Over the last three months, 20 Wall Street analysts covered <em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM), and 13 kept a Buy rating on the stock. The average price target of $137.83 represents an upside of 2.97% at the time of writing on December 8.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "According to Insider Monkey’s database, 17 billionaires were bullish on <em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM)’s stock with a combined dollar value of $1.46 billion in the third quarter.\n\n6. Broadcom Inc. (NASDAQ:AVGO)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $3.1 billion\n\nBroadcom Inc.",
"sentiment": 0.6249,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ANL.DE",
"name": "Analog Devices, Inc.",
"exchange": null,
"exchange_long": null,
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 38.54989,
"sentiment_score": 0.228125,
"highlights": [
{
"highlight": "<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI)\n\nNumber of Billionaire Investors: 15\n\nDollar Value of Billionaire Holdings: $962.265 million\n\n<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI) is a semiconductor company that carries out the development and marketing of analog, mixed-signal, and digital signal-processing integrated circuits (ICs).",
"sentiment": 0.4019,
"highlighted_in": "main_text"
},
{
"highlight": "On November 21, <em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI) posted its Q4 earnings result with a non-GAAP EPS of $2.01 and revenue of $2.72 billion. For Q1 fiscal 2024, the company forecasted revenue of around $2.5 billion, reported EPS to be around $0.91, and adjusted EPS to be somewhere around $1.70.\n\nOn November 21, <em>Analog</em> <em>Devices</em>, <em>Inc</em>.",
"sentiment": 0,
"highlighted_in": "main_text"
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{
"highlight": "<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned <em>Analog</em> <em>Devices</em>, <em>Inc</em>.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
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{
"highlight": "Here is what it said:\n\n“<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI): <em>Analog</em> <em>Devices</em>, known in the industry as ADI, makes semiconductor chips that predominantly operate at the boundary of the physical world and the digital world, more commonly referred to as analog and mixed signal chips.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "LAR.DE",
"name": "Lam Research Corporation",
"exchange": null,
"exchange_long": null,
"country": "de",
"type": "equity",
"industry": "Technology",
"match_score": 23.832596,
"sentiment_score": 0.5106,
"highlights": [
{
"highlight": "Some of the best semiconductor stocks, according to billionaires, include NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and <em>Lam</em> <em>Research</em> <em>Corporation</em> (NASDAQ:LRCX).",
"sentiment": 0.5106,
"highlighted_in": "main_text"
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{
"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), <em>Lam</em> <em>Research</em> <em>Corporation</em> (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and <em>Lam</em> <em>Research</em> <em>Corporation</em> (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "1YD.DE",
"name": "Broadcom Inc",
"exchange": null,
"exchange_long": null,
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"highlights": [
{
"highlight": "<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $3.1 billion\n\n<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) manufactures storage adapters, controllers and ICs, wireless, wired and optical products, and provides mainframe and enterprise software and cybersecurity software.\n\nOn December 7, <em>Broadcom</em> <em>Inc</em>.",
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"highlight": "On December 7, <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) posted its Q4 non-GAAP EPS of $11.06, which beat the analysts’ estimates by $0.10. The revenue increased by 4.1% YoY to $9.3 billion and topped the estimates by $20 million.",
"sentiment": 0.2732,
"highlighted_in": "main_text"
},
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"highlight": "NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO).\n\n<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "Semiconductor and software solutions provider <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO), for example, is an important supplier of networking chips that power ethernet switches and routers for connectivity between AI servers.",
"sentiment": 0.3612,
"highlighted_in": "main_text"
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]
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{
"symbol": "AAPL",
"name": "Apple Inc.",
"exchange": null,
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"country": "us",
"type": "equity",
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"highlight": "However, its stock price gain is not solely dependent on the AI boom but also on better-than-expected sales due to <em>Apple</em> <em>Inc</em>. (<em>NASDAQ:AAPL</em>)’s iPhone 15 launch. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the primary chip supplier of <em>Apple</em> <em>Inc</em>. (<em>NASDAQ:AAPL</em>).\n\nAdvanced Micro Devices, Inc.",
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"highlight": "These chips usually play a supporting role to the sexier “digital brain” that is the latest and greatest processor from Nvidia, Intel, AMD, <em>Apple</em>, or Qualcomm.",
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"exchange": null,
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{
"highlight": "<em>Advanced</em> <em>Micro</em> <em>Devices</em>, <em>Inc</em>. (<em>NASDAQ:AMD</em>) has also made some noise in the AI segment as it unveiled its latest AI accelerator, Instinct MI300X, on December 6. The company also raised its AI Accelerator total addressable market to $400 billion from the prior $150 billion. At the Barclays’ Global Technology Conference, <em>Advanced</em> <em>Micro</em> <em>Devices</em>, <em>Inc</em>.",
"sentiment": 0,
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"highlight": "(<em>NASDAQ:AMD</em>)’s CFO Jean Hu said:\n\n“It’s actually a very important milestone and inflection point for AMD to be a strong player in AI compute space. We all know the opportunities are tremendous, and we are really pleased we get to the point we can be very competitive in this marketplace. There are so many announcements yesterday.",
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{
"highlight": "Intel appears to be executing its technology/product roadmap; the company is on track to ramp up PC and server products over the next 12 months on advanced manufacturing nodes that we believe will be more competitive with chief rival <em>Advanced</em> <em>Micro</em> <em>Devices</em>.",
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]
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"symbol": "ADI",
"name": "Analog Devices, Inc.",
"exchange": null,
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"type": "equity",
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"match_score": 39.110943,
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"highlights": [
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"highlight": "<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (<em>NASDAQ:ADI</em>)\n\nNumber of Billionaire Investors: 15\n\nDollar Value of Billionaire Holdings: $962.265 million\n\n<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (<em>NASDAQ:ADI</em>) is a semiconductor company that carries out the development and marketing of analog, mixed-signal, and digital signal-processing integrated circuits (ICs).",
"sentiment": 0.4019,
"highlighted_in": "main_text"
},
{
"highlight": "On November 21, <em>Analog</em> <em>Devices</em>, <em>Inc</em>. (<em>NASDAQ:ADI</em>) posted its Q4 earnings result with a non-GAAP EPS of $2.01 and revenue of $2.72 billion. For Q1 fiscal 2024, the company forecasted revenue of around $2.5 billion, reported EPS to be around $0.91, and adjusted EPS to be somewhere around $1.70.\n\nOn November 21, <em>Analog</em> <em>Devices</em>, <em>Inc</em>.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "(<em>NASDAQ:ADI</em>) announced a quarterly dividend of $0.86, payable by December 14 to the shareholders of record on December 4. At the time of writing on December 8, the dividend yield of the stock was 1.87%.\n\n<em>Analog</em> <em>Devices</em>, <em>Inc</em>.",
"sentiment": 0,
"highlighted_in": "main_text"
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"highlight": "(<em>NASDAQ:ADI</em>) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned <em>Analog</em> <em>Devices</em>, <em>Inc</em>. (<em>NASDAQ:ADI</em>) in its third quarter 2023 investor letter.",
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"highlighted_in": "main_text"
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{
"highlight": "Here is what it said:\n\n“<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (<em>NASDAQ:ADI</em>): Analog Devices, known in the industry as ADI, makes semiconductor chips that predominantly operate at the boundary of the physical world and the digital world, more commonly referred to as analog and mixed signal chips.",
"sentiment": 0,
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"symbol": "AVGO",
"name": "Broadcom Inc.",
"exchange": null,
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"highlights": [
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"highlight": "<em>Broadcom</em> <em>Inc</em>. (<em>NASDAQ:AVGO</em>)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $3.1 billion\n\n<em>Broadcom</em> <em>Inc</em>. (<em>NASDAQ:AVGO</em>) manufactures storage adapters, controllers and ICs, wireless, wired and optical products, and provides mainframe and enterprise software and cybersecurity software.\n\nOn December 7, <em>Broadcom</em> <em>Inc</em>.",
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{
"highlight": "(<em>NASDAQ:AVGO</em>) announced an increase in its quarterly dividend by 14.1% to $5.25. It is payable by December 29 to the shareholders of record on December 20.\n\nOn December 7, <em>Broadcom</em> <em>Inc</em>. (<em>NASDAQ:AVGO</em>) posted its Q4 non-GAAP EPS of $11.06, which beat the analysts’ estimates by $0.10.",
"sentiment": 0.3182,
"highlighted_in": "main_text"
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{
"highlight": "NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides <em>Broadcom</em> <em>Inc</em>. (<em>NASDAQ:AVGO</em>).\n\n<em>Broadcom</em> <em>Inc</em>. (<em>NASDAQ:AVGO</em>) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "Semiconductor and software solutions provider <em>Broadcom</em> <em>Inc</em>. (<em>NASDAQ:AVGO</em>), for example, is an important supplier of networking chips that power ethernet switches and routers for connectivity between AI servers.",
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"highlighted_in": "main_text"
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{
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{
"highlight": "<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $3.1 billion\n\n<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) manufactures storage adapters, controllers and ICs, wireless, wired and optical products, and provides mainframe and enterprise software and cybersecurity software.\n\nOn December 7, <em>Broadcom</em> <em>Inc</em>.",
"sentiment": 0.4019,
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{
"highlight": "On December 7, <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) posted its Q4 non-GAAP EPS of $11.06, which beat the analysts’ estimates by $0.10. The revenue increased by 4.1% YoY to $9.3 billion and topped the estimates by $20 million.",
"sentiment": 0.2732,
"highlighted_in": "main_text"
},
{
"highlight": "NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO).\n\n<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
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{
"highlight": "Semiconductor and software solutions provider <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO), for example, is an important supplier of networking chips that power ethernet switches and routers for connectivity between AI servers.",
"sentiment": 0.3612,
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{
"symbol": "NVDA",
"name": "NVIDIA Corporation",
"exchange": null,
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"country": "us",
"type": "equity",
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"match_score": 37.690285,
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"highlights": [
{
"highlight": "The computational needs for such technologies paved the way for some of the best semiconductor stocks, like <em>NVIDIA</em> <em>Corporation</em> (<em>NASDAQ:NVDA</em>) and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), to create ample opportunities for investors.",
"sentiment": 0.8591,
"highlighted_in": "main_text"
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{
"highlight": "<em>NVIDIA</em> <em>Corporation</em> (<em>NASDAQ:NVDA</em>)’s market cap was somewhere around $400 billion in December 2022 and jumped to $1 trillion by the second quarter of 2023. At the time of writing on December 8, the company had a market cap of $1.17 trillion.",
"sentiment": 0,
"highlighted_in": "main_text"
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{
"highlight": "Furthermore, its stock has gained over 230% year-to-date (YTD)\n\nTaiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the company that makes all of <em>NVIDIA</em> <em>Corporation</em> (<em>NASDAQ:NVDA</em>)’s chips. While the company’s third-quarter revenues fell year-over-year (YoY), its stock price is up nearly 35% YTD at the time of writing on December 8.",
"sentiment": 0.1779,
"highlighted_in": "main_text"
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{
"highlight": "Some of the best semiconductor stocks, according to billionaires, include <em>NVIDIA</em> <em>Corporation</em> (<em>NASDAQ:NVDA</em>), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX).",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "One of the most famous hedge fund billionaires, Stanley Druckenmiller of Duquesne Capital, kept <em>NVIDIA</em> <em>Corporation</em> (<em>NASDAQ:NVDA</em>) as his 13F portfolio’s top stock pick in the third quarter of 2023 and said:\n\n“If it’s as big as I think it is, <em>Nvidia</em> is something we are going to want to own for at least two or three years […] I do believe, unlike crypto",
"sentiment": 0.2732,
"highlighted_in": "main_text"
},
{
"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with <em>NVIDIA</em> <em>Corporation</em> (<em>NASDAQ:NVDA</em>), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "These chips usually play a supporting role to the sexier “digital brain” that is the latest and greatest processor from <em>Nvidia</em>, Intel, AMD, Apple, or Qualcomm.",
"sentiment": 0.8591,
"highlighted_in": "main_text"
},
{
"highlight": "<em>NVIDIA</em> <em>Corporation</em> (<em>NASDAQ:NVDA</em>), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.5106,
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}
]
},
{
"symbol": "INTC",
"name": "Intel Corporation",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 28.30903,
"sentiment_score": 0.43335,
"highlights": [
{
"highlight": "<em>Intel</em> <em>Corporation</em> (<em>NASDAQ:INTC</em>)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $1.079 billion\n\n<em>Intel</em> <em>Corporation</em> (<em>NASDAQ:INTC</em>) is a California-based tech company that manufactures and sells products like microprocessors, chipsets, embedded processors, microcontrollers, and more.",
"sentiment": 0.6369,
"highlighted_in": "main_text"
},
{
"highlight": "On December 4, <em>Intel</em> <em>Corporation</em> (<em>NASDAQ:INTC</em>) announced that it signed a Memorandum of Understanding with Siemens AG to collaborate and advance the digitalization and sustainability of microelectronics manufacturing.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "On November 7, The Wall Street Journal reported that <em>Intel</em> <em>Corporation</em> (<em>NASDAQ:INTC</em>) is in the lead to receive billions of dollars in government funding for secure facilities manufacturing microchips. While the exact amount has not been disclosed, the funding would be from the $39 billion manufacturing grants authorized under the Chips Act 2022.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "ClearBridge Investments commented on <em>Intel</em> <em>Corporation</em> (<em>NASDAQ:INTC</em>) in its third quarter 2023 investor letter. Here is what it said:\n\n“We also added to our position in <em>Intel</em> <em>Corporation</em> (<em>NASDAQ:INTC</em>) to take advantage of signs that it continues to make progress on its goal of regaining technology leadership.",
"sentiment": 0.5859,
"highlighted_in": "main_text"
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]
},
{
"symbol": "LRCX",
"name": "Lam Research Corporation",
"exchange": null,
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"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 35.817932,
"sentiment_score": 0.5106,
"highlights": [
{
"highlight": "Some of the best semiconductor stocks, according to billionaires, include NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and <em>Lam</em> <em>Research</em> <em>Corporation</em> (<em>NASDAQ:LRCX</em>).",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), <em>Lam</em> <em>Research</em> <em>Corporation</em> (<em>NASDAQ:LRCX</em>).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and <em>Lam</em> <em>Research</em> <em>Corporation</em> (<em>NASDAQ:LRCX</em>) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "MU",
"name": "Micron Technology, Inc.",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 45.622704,
"sentiment_score": 0.4747,
"highlights": [
{
"highlight": "<em>Micron</em> <em>Technology</em>, <em>Inc</em>. (<em>NASDAQ:MU</em>)\n\nNumber of Billionaire Investors: 16\n\nDollar Value of Billionaire Holdings: $1.81 billion\n\n<em>Micron</em> <em>Technology</em>, <em>Inc</em>. (<em>NASDAQ:MU</em>) is an Idaho-based company that manufactures and provides storage and memory products and solutions under the brands of Micron and Crucial.",
"sentiment": 0.5267,
"highlighted_in": "main_text"
},
{
"highlight": "On December 6, Mizuho raised the price target on <em>Micron</em> <em>Technology</em>, <em>Inc</em>. (<em>NASDAQ:MU</em>)’s stock to $86 from $82 and kept a Buy rating. According to the analyst, there will be positive tailwinds for memory going into 2024 for DRAM and NAND.\n\nOn November 28, <em>Micron</em> <em>Technology</em>, <em>Inc</em>. (<em>NASDAQ:MU</em>) updated its first-quarter fiscal 2024 guidance.",
"sentiment": 0.5574,
"highlighted_in": "main_text"
},
{
"highlight": "As per Insider Monkey’s proprietary data, 16 billionaires had investments in <em>Micron</em> <em>Technology</em>, <em>Inc</em>. (<em>NASDAQ:MU</em>)’s stock at a combined value of $1.81 billion in Q3.\n\n8.",
"sentiment": 0.34,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "QCOM",
"name": "QUALCOMM Incorporated",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 40.163673,
"sentiment_score": 0.493467,
"highlights": [
{
"highlight": "<em>QUALCOMM</em> <em>Incorporated</em> (<em>NASDAQ:QCOM</em>)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $1.46 billion\n\n<em>QUALCOMM</em> <em>Incorporated</em> (<em>NASDAQ:QCOM</em>) develops wireless telecommunication products like semiconductors and software and provides related services. It is one of the best semiconductor stocks, according to billionaires.",
"sentiment": 0.8555,
"highlighted_in": "main_text"
},
{
"highlight": "Over the last three months, 20 Wall Street analysts covered <em>QUALCOMM</em> <em>Incorporated</em> (<em>NASDAQ:QCOM</em>), and 13 kept a Buy rating on the stock. The average price target of $137.83 represents an upside of 2.97% at the time of writing on December 8.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "According to Insider Monkey’s database, 17 billionaires were bullish on <em>QUALCOMM</em> <em>Incorporated</em> (<em>NASDAQ:QCOM</em>)’s stock with a combined dollar value of $1.46 billion in the third quarter.\n\n6. Broadcom Inc. (NASDAQ:AVGO)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $3.1 billion\n\nBroadcom Inc.",
"sentiment": 0.6249,
"highlighted_in": "main_text"
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]
},
{
"symbol": "BCS",
"name": "Barclays PLC",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Financial Services",
"match_score": 5.354507,
"sentiment_score": 0.7479,
"highlights": [
{
"highlight": "At the <em>Barclays</em>’ Global Technology Conference, Advanced Micro Devices, Inc. (NASDAQ:AMD)’s CFO Jean Hu said:\n\n“It’s actually a very important milestone and inflection point for AMD to be a strong player in AI compute space.",
"sentiment": 0.7479,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "TSM",
"name": "Taiwan Semiconductor Manufacturing Company Limited",
"exchange": null,
"exchange_long": null,
"country": "us",
"type": "equity",
"industry": "Technology",
"match_score": 74.08009,
"sentiment_score": 0.3988,
"highlights": [
{
"highlight": "The computational needs for such technologies paved the way for some of the best semiconductor stocks, like NVIDIA Corporation (NASDAQ:NVDA) and <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (<em>NYSE:TSM</em>), to create ample opportunities for investors.",
"sentiment": 0.886,
"highlighted_in": "main_text"
},
{
"highlight": "Furthermore, its stock has gained over 230% year-to-date (YTD)\n\n<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (<em>NYSE:TSM</em>) is the company that makes all of NVIDIA Corporation (NASDAQ:NVDA)’s chips. While the company’s third-quarter revenues fell year-over-year (YoY), its stock price is up nearly 35% YTD at the time of writing on December 8.",
"sentiment": 0.3818,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (<em>NYSE:TSM</em>) is the primary chip supplier of Apple Inc. (NASDAQ:AAPL).\n\nAdvanced Micro Devices, Inc. (NASDAQ:AMD) has also made some noise in the AI segment as it unveiled its latest AI accelerator, Instinct MI300X, on December 6.",
"sentiment": 0.25,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (<em>NYSE:TSM</em>)’s Arizona plant has been delayed till 2025 due to labor shortages. Furthermore, the company’s plan to build a facility in Germany is also facing the problem of insufficient skilled labor.",
"sentiment": -0.6369,
"highlighted_in": "main_text"
},
{
"highlight": "Some of the best semiconductor stocks, according to billionaires, include NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (<em>NYSE:TSM</em>), and Lam Research Corporation (NASDAQ:LRCX).",
"sentiment": 0.6369,
"highlighted_in": "main_text"
},
{
"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (<em>NYSE:TSM</em>), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
"sentiment": 0.6369,
"highlighted_in": "main_text"
},
{
"highlight": "NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (<em>NYSE:TSM</em>), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
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"exchange": null,
"exchange_long": null,
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"match_score": 9.678467,
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"highlights": [
{
"highlight": "However, its stock price gain is not solely dependent on the AI boom but also on better-than-expected sales due to <em>Apple</em> <em>Inc</em>. (NASDAQ:AAPL)’s iPhone 15 launch. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the primary chip supplier of <em>Apple</em> <em>Inc</em>. (NASDAQ:AAPL).\n\nAdvanced Micro Devices, Inc.",
"sentiment": 0.3291,
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{
"highlight": "These chips usually play a supporting role to the sexier “digital brain” that is the latest and greatest processor from Nvidia, Intel, AMD, <em>Apple</em>, or Qualcomm.",
"sentiment": 0.8591,
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"name": "Advanced Micro Devices, Inc.",
"exchange": null,
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"match_score": 26.396725,
"sentiment_score": 0.2261,
"highlights": [
{
"highlight": "<em>Advanced</em> <em>Micro</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:AMD) has also made some noise in the AI segment as it unveiled its latest AI accelerator, Instinct MI300X, on December 6. The company also raised its AI Accelerator total addressable market to $400 billion from the prior $150 billion. At the Barclays’ Global Technology Conference, <em>Advanced</em> <em>Micro</em> <em>Devices</em>, <em>Inc</em>.",
"sentiment": 0,
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"highlight": "Intel appears to be executing its technology/product roadmap; the company is on track to ramp up PC and server products over the next 12 months on advanced manufacturing nodes that we believe will be more competitive with chief rival <em>Advanced</em> <em>Micro</em> <em>Devices</em>.",
"sentiment": 0.4522,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "INTC.MX",
"name": "Intel Corporation",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 13.649799,
"sentiment_score": 0.43335,
"highlights": [
{
"highlight": "<em>Intel</em> <em>Corporation</em> (NASDAQ:INTC)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $1.079 billion\n\n<em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) is a California-based tech company that manufactures and sells products like microprocessors, chipsets, embedded processors, microcontrollers, and more.",
"sentiment": 0.6369,
"highlighted_in": "main_text"
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{
"highlight": "On December 4, <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) announced that it signed a Memorandum of Understanding with Siemens AG to collaborate and advance the digitalization and sustainability of microelectronics manufacturing.",
"sentiment": 0,
"highlighted_in": "main_text"
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{
"highlight": "On November 7, The Wall Street Journal reported that <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) is in the lead to receive billions of dollars in government funding for secure facilities manufacturing microchips. While the exact amount has not been disclosed, the funding would be from the $39 billion manufacturing grants authorized under the Chips Act 2022.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "ClearBridge Investments commented on <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) in its third quarter 2023 investor letter. Here is what it said:\n\n“We also added to our position in <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) to take advantage of signs that it continues to make progress on its goal of regaining technology leadership.",
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"name": "NVIDIA Corporation",
"exchange": null,
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"country": "mx",
"type": "equity",
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"match_score": 23.056007,
"sentiment_score": 0.462638,
"highlights": [
{
"highlight": "The computational needs for such technologies paved the way for some of the best semiconductor stocks, like <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), to create ample opportunities for investors.",
"sentiment": 0.8591,
"highlighted_in": "main_text"
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{
"highlight": "<em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA)’s market cap was somewhere around $400 billion in December 2022 and jumped to $1 trillion by the second quarter of 2023. At the time of writing on December 8, the company had a market cap of $1.17 trillion.",
"sentiment": 0,
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},
{
"highlight": "Furthermore, its stock has gained over 230% year-to-date (YTD)\n\nTaiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the company that makes all of <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA)’s chips. While the company’s third-quarter revenues fell year-over-year (YoY), its stock price is up nearly 35% YTD at the time of writing on December 8.",
"sentiment": 0.1779,
"highlighted_in": "main_text"
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{
"highlight": "Some of the best semiconductor stocks, according to billionaires, include <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX).",
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{
"highlight": "One of the most famous hedge fund billionaires, Stanley Druckenmiller of Duquesne Capital, kept <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA) as his 13F portfolio’s top stock pick in the third quarter of 2023 and said:\n\n“If it’s as big as I think it is, <em>Nvidia</em> is something we are going to want to own for at least two or three years […] I do believe, unlike crypto",
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{
"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
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{
"highlight": "These chips usually play a supporting role to the sexier “digital brain” that is the latest and greatest processor from <em>Nvidia</em>, Intel, AMD, Apple, or Qualcomm.",
"sentiment": 0.8591,
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{
"highlight": "<em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
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{
"symbol": "QCOM.MX",
"name": "QUALCOMM Incorporated",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 26.956444,
"sentiment_score": 0.493467,
"highlights": [
{
"highlight": "<em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $1.46 billion\n\n<em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM) develops wireless telecommunication products like semiconductors and software and provides related services. It is one of the best semiconductor stocks, according to billionaires.",
"sentiment": 0.8555,
"highlighted_in": "main_text"
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{
"highlight": "Over the last three months, 20 Wall Street analysts covered <em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM), and 13 kept a Buy rating on the stock. The average price target of $137.83 represents an upside of 2.97% at the time of writing on December 8.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "According to Insider Monkey’s database, 17 billionaires were bullish on <em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM)’s stock with a combined dollar value of $1.46 billion in the third quarter.\n\n6. Broadcom Inc. (NASDAQ:AVGO)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $3.1 billion\n\nBroadcom Inc.",
"sentiment": 0.6249,
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{
"symbol": "MU.MX",
"name": "Micron Technology, Inc.",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 31.278732,
"sentiment_score": 0.4747,
"highlights": [
{
"highlight": "<em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU)\n\nNumber of Billionaire Investors: 16\n\nDollar Value of Billionaire Holdings: $1.81 billion\n\n<em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU) is an Idaho-based company that manufactures and provides storage and memory products and solutions under the brands of Micron and Crucial.",
"sentiment": 0.5267,
"highlighted_in": "main_text"
},
{
"highlight": "On December 6, Mizuho raised the price target on <em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU)’s stock to $86 from $82 and kept a Buy rating. According to the analyst, there will be positive tailwinds for memory going into 2024 for DRAM and NAND.\n\nOn November 28, <em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU) updated its first-quarter fiscal 2024 guidance.",
"sentiment": 0.5574,
"highlighted_in": "main_text"
},
{
"highlight": "As per Insider Monkey’s proprietary data, 16 billionaires had investments in <em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU)’s stock at a combined value of $1.81 billion in Q3.\n\n8.",
"sentiment": 0.34,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "TSMN.MX",
"name": "Taiwan Semiconductor Manufacturing Company Limited",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 57.69449,
"sentiment_score": 0.3988,
"highlights": [
{
"highlight": "The computational needs for such technologies paved the way for some of the best semiconductor stocks, like NVIDIA Corporation (NASDAQ:NVDA) and <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), to create ample opportunities for investors.",
"sentiment": 0.886,
"highlighted_in": "main_text"
},
{
"highlight": "Furthermore, its stock has gained over 230% year-to-date (YTD)\n\n<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM) is the company that makes all of NVIDIA Corporation (NASDAQ:NVDA)’s chips. While the company’s third-quarter revenues fell year-over-year (YoY), its stock price is up nearly 35% YTD at the time of writing on December 8.",
"sentiment": 0.3818,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM) is the primary chip supplier of Apple Inc. (NASDAQ:AAPL).\n\nAdvanced Micro Devices, Inc. (NASDAQ:AMD) has also made some noise in the AI segment as it unveiled its latest AI accelerator, Instinct MI300X, on December 6.",
"sentiment": 0.25,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM)’s Arizona plant has been delayed till 2025 due to labor shortages. Furthermore, the company’s plan to build a facility in Germany is also facing the problem of insufficient skilled labor.",
"sentiment": -0.6369,
"highlighted_in": "main_text"
},
{
"highlight": "Some of the best semiconductor stocks, according to billionaires, include NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX).",
"sentiment": 0.6369,
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{
"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
"sentiment": 0.6369,
"highlighted_in": "main_text"
},
{
"highlight": "NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.6369,
"highlighted_in": "main_text"
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{
"symbol": "AVGO.MX",
"name": "Broadcom Inc.",
"exchange": null,
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"country": "mx",
"type": "equity",
"industry": "N/A",
"match_score": 27.583584,
"sentiment_score": 0.386725,
"highlights": [
{
"highlight": "<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $3.1 billion\n\n<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) manufactures storage adapters, controllers and ICs, wireless, wired and optical products, and provides mainframe and enterprise software and cybersecurity software.\n\nOn December 7, <em>Broadcom</em> <em>Inc</em>.",
"sentiment": 0.4019,
"highlighted_in": "main_text"
},
{
"highlight": "On December 7, <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) posted its Q4 non-GAAP EPS of $11.06, which beat the analysts’ estimates by $0.10. The revenue increased by 4.1% YoY to $9.3 billion and topped the estimates by $20 million.",
"sentiment": 0.2732,
"highlighted_in": "main_text"
},
{
"highlight": "NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO).\n\n<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "Semiconductor and software solutions provider <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO), for example, is an important supplier of networking chips that power ethernet switches and routers for connectivity between AI servers.",
"sentiment": 0.3612,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "ADI.MX",
"name": "Analog Devices, Inc.",
"exchange": null,
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"country": "mx",
"type": "equity",
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"match_score": 38.54696,
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{
"highlight": "<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI)\n\nNumber of Billionaire Investors: 15\n\nDollar Value of Billionaire Holdings: $962.265 million\n\n<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI) is a semiconductor company that carries out the development and marketing of analog, mixed-signal, and digital signal-processing integrated circuits (ICs).",
"sentiment": 0.4019,
"highlighted_in": "main_text"
},
{
"highlight": "On November 21, <em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI) posted its Q4 earnings result with a non-GAAP EPS of $2.01 and revenue of $2.72 billion. For Q1 fiscal 2024, the company forecasted revenue of around $2.5 billion, reported EPS to be around $0.91, and adjusted EPS to be somewhere around $1.70.\n\nOn November 21, <em>Analog</em> <em>Devices</em>, <em>Inc</em>.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned <em>Analog</em> <em>Devices</em>, <em>Inc</em>.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "Here is what it said:\n\n“<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI): <em>Analog</em> <em>Devices</em>, known in the industry as ADI, makes semiconductor chips that predominantly operate at the boundary of the physical world and the digital world, more commonly referred to as analog and mixed signal chips.",
"sentiment": 0,
"highlighted_in": "main_text"
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{
"symbol": "LRCX.MX",
"name": "Lam Research Corporation",
"exchange": null,
"exchange_long": null,
"country": "mx",
"type": "equity",
"industry": "Technology",
"match_score": 23.831131,
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"highlights": [
{
"highlight": "Some of the best semiconductor stocks, according to billionaires, include NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and <em>Lam</em> <em>Research</em> <em>Corporation</em> (NASDAQ:LRCX).",
"sentiment": 0.5106,
"highlighted_in": "main_text"
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{
"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), <em>Lam</em> <em>Research</em> <em>Corporation</em> (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and <em>Lam</em> <em>Research</em> <em>Corporation</em> (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "0HFN.L",
"name": "Analog Devices, Inc.",
"exchange": null,
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"country": "gb",
"type": "equity",
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"match_score": 38.546566,
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"highlights": [
{
"highlight": "<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI)\n\nNumber of Billionaire Investors: 15\n\nDollar Value of Billionaire Holdings: $962.265 million\n\n<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI) is a semiconductor company that carries out the development and marketing of analog, mixed-signal, and digital signal-processing integrated circuits (ICs).",
"sentiment": 0.4019,
"highlighted_in": "main_text"
},
{
"highlight": "On November 21, <em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI) posted its Q4 earnings result with a non-GAAP EPS of $2.01 and revenue of $2.72 billion. For Q1 fiscal 2024, the company forecasted revenue of around $2.5 billion, reported EPS to be around $0.91, and adjusted EPS to be somewhere around $1.70.\n\nOn November 21, <em>Analog</em> <em>Devices</em>, <em>Inc</em>.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned <em>Analog</em> <em>Devices</em>, <em>Inc</em>.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "Here is what it said:\n\n“<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI): <em>Analog</em> <em>Devices</em>, known in the industry as ADI, makes semiconductor chips that predominantly operate at the boundary of the physical world and the digital world, more commonly referred to as analog and mixed signal chips.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "0JT5.L",
"name": "Lam Research Corporation",
"exchange": null,
"exchange_long": null,
"country": "gb",
"type": "equity",
"industry": "N/A",
"match_score": 23.830692,
"sentiment_score": 0.5106,
"highlights": [
{
"highlight": "Some of the best semiconductor stocks, according to billionaires, include NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and <em>Lam</em> <em>Research</em> <em>Corporation</em> (NASDAQ:LRCX).",
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"highlighted_in": "main_text"
},
{
"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), <em>Lam</em> <em>Research</em> <em>Corporation</em> (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
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"highlighted_in": "main_text"
},
{
"highlight": "NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and <em>Lam</em> <em>Research</em> <em>Corporation</em> (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "0YXG.L",
"name": "Broadcom Inc.",
"exchange": null,
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"country": "gb",
"type": "equity",
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"match_score": 27.58117,
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"highlights": [
{
"highlight": "<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $3.1 billion\n\n<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) manufactures storage adapters, controllers and ICs, wireless, wired and optical products, and provides mainframe and enterprise software and cybersecurity software.\n\nOn December 7, <em>Broadcom</em> <em>Inc</em>.",
"sentiment": 0.4019,
"highlighted_in": "main_text"
},
{
"highlight": "On December 7, <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) posted its Q4 non-GAAP EPS of $11.06, which beat the analysts’ estimates by $0.10. The revenue increased by 4.1% YoY to $9.3 billion and topped the estimates by $20 million.",
"sentiment": 0.2732,
"highlighted_in": "main_text"
},
{
"highlight": "NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO).\n\n<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
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},
{
"highlight": "Semiconductor and software solutions provider <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO), for example, is an important supplier of networking chips that power ethernet switches and routers for connectivity between AI servers.",
"sentiment": 0.3612,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "INCO.BR",
"name": "Intel Corporation",
"exchange": null,
"exchange_long": null,
"country": "be",
"type": "equity",
"industry": "Technology",
"match_score": 21.72554,
"sentiment_score": 0.533367,
"highlights": [
{
"highlight": "These chips usually play a supporting role to the sexier “digital brain” that is the latest and greatest processor from Nvidia, <em>Intel</em>, AMD, Apple, or Qualcomm.",
"sentiment": 0.8591,
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{
"highlight": "<em>Intel</em> <em>Corporation</em> (NASDAQ:INTC)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $1.079 billion\n\n<em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) is a California-based tech company that manufactures and sells products like microprocessors, chipsets, embedded processors, microcontrollers, and more.",
"sentiment": 0.6369,
"highlighted_in": "main_text"
},
{
"highlight": "On December 4, <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) announced that it signed a Memorandum of Understanding with Siemens AG to collaborate and advance the digitalization and sustainability of microelectronics manufacturing.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "On November 7, The Wall Street Journal reported that <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) is in the lead to receive billions of dollars in government funding for secure facilities manufacturing microchips. While the exact amount has not been disclosed, the funding would be from the $39 billion manufacturing grants authorized under the Chips Act 2022.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "ClearBridge Investments commented on <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) in its third quarter 2023 investor letter. Here is what it said:\n\n“We also added to our position in <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) to take advantage of signs that it continues to make progress on its goal of regaining technology leadership.",
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"highlighted_in": "main_text"
},
{
"highlight": "<em>Intel</em> appears to be executing its technology/product roadmap; the company is on track to ramp up PC and server products over the next 12 months on advanced manufacturing nodes that we believe will be more competitive with chief rival Advanced Micro Devices.",
"sentiment": 0.6077,
"highlighted_in": "main_text"
}
]
},
{
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"name": "Broadcom Inc.",
"exchange": null,
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"country": "br",
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"sentiment_score": 0.386725,
"highlights": [
{
"highlight": "<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $3.1 billion\n\n<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) manufactures storage adapters, controllers and ICs, wireless, wired and optical products, and provides mainframe and enterprise software and cybersecurity software.\n\nOn December 7, <em>Broadcom</em> <em>Inc</em>.",
"sentiment": 0.4019,
"highlighted_in": "main_text"
},
{
"highlight": "On December 7, <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) posted its Q4 non-GAAP EPS of $11.06, which beat the analysts’ estimates by $0.10. The revenue increased by 4.1% YoY to $9.3 billion and topped the estimates by $20 million.",
"sentiment": 0.2732,
"highlighted_in": "main_text"
},
{
"highlight": "NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO).\n\n<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "Semiconductor and software solutions provider <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO), for example, is an important supplier of networking chips that power ethernet switches and routers for connectivity between AI servers.",
"sentiment": 0.3612,
"highlighted_in": "main_text"
}
]
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{
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"name": "NVIDIA Corporation",
"exchange": null,
"exchange_long": null,
"country": "br",
"type": "equity",
"industry": "Technology",
"match_score": 23.054295,
"sentiment_score": 0.462638,
"highlights": [
{
"highlight": "The computational needs for such technologies paved the way for some of the best semiconductor stocks, like <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), to create ample opportunities for investors.",
"sentiment": 0.8591,
"highlighted_in": "main_text"
},
{
"highlight": "<em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA)’s market cap was somewhere around $400 billion in December 2022 and jumped to $1 trillion by the second quarter of 2023. At the time of writing on December 8, the company had a market cap of $1.17 trillion.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Furthermore, its stock has gained over 230% year-to-date (YTD)\n\nTaiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the company that makes all of <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA)’s chips. While the company’s third-quarter revenues fell year-over-year (YoY), its stock price is up nearly 35% YTD at the time of writing on December 8.",
"sentiment": 0.1779,
"highlighted_in": "main_text"
},
{
"highlight": "Some of the best semiconductor stocks, according to billionaires, include <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX).",
"sentiment": 0.5106,
"highlighted_in": "main_text"
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{
"highlight": "One of the most famous hedge fund billionaires, Stanley Druckenmiller of Duquesne Capital, kept <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA) as his 13F portfolio’s top stock pick in the third quarter of 2023 and said:\n\n“If it’s as big as I think it is, <em>Nvidia</em> is something we are going to want to own for at least two or three years […] I do believe, unlike crypto",
"sentiment": 0.2732,
"highlighted_in": "main_text"
},
{
"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "These chips usually play a supporting role to the sexier “digital brain” that is the latest and greatest processor from <em>Nvidia</em>, Intel, AMD, Apple, or Qualcomm.",
"sentiment": 0.8591,
"highlighted_in": "main_text"
},
{
"highlight": "<em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
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"highlighted_in": "main_text"
}
]
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{
"symbol": "QCOM34.SA",
"name": "QUALCOMM Incorporated",
"exchange": null,
"exchange_long": null,
"country": "br",
"type": "equity",
"industry": "Technology",
"match_score": 26.955862,
"sentiment_score": 0.493467,
"highlights": [
{
"highlight": "<em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $1.46 billion\n\n<em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM) develops wireless telecommunication products like semiconductors and software and provides related services. It is one of the best semiconductor stocks, according to billionaires.",
"sentiment": 0.8555,
"highlighted_in": "main_text"
},
{
"highlight": "Over the last three months, 20 Wall Street analysts covered <em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM), and 13 kept a Buy rating on the stock. The average price target of $137.83 represents an upside of 2.97% at the time of writing on December 8.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "According to Insider Monkey’s database, 17 billionaires were bullish on <em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM)’s stock with a combined dollar value of $1.46 billion in the third quarter.\n\n6. Broadcom Inc. (NASDAQ:AVGO)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $3.1 billion\n\nBroadcom Inc.",
"sentiment": 0.6249,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "L1RC34.SA",
"name": "Lam Research Corporation",
"exchange": null,
"exchange_long": null,
"country": "br",
"type": "equity",
"industry": "Technology",
"match_score": 23.830822,
"sentiment_score": 0.5106,
"highlights": [
{
"highlight": "Some of the best semiconductor stocks, according to billionaires, include NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and <em>Lam</em> <em>Research</em> <em>Corporation</em> (NASDAQ:LRCX).",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), <em>Lam</em> <em>Research</em> <em>Corporation</em> (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and <em>Lam</em> <em>Research</em> <em>Corporation</em> (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
}
]
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{
"symbol": "MUTC34.SA",
"name": "Micron Technology, Inc.",
"exchange": null,
"exchange_long": null,
"country": "br",
"type": "equity",
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"match_score": 31.277029,
"sentiment_score": 0.4747,
"highlights": [
{
"highlight": "<em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU)\n\nNumber of Billionaire Investors: 16\n\nDollar Value of Billionaire Holdings: $1.81 billion\n\n<em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU) is an Idaho-based company that manufactures and provides storage and memory products and solutions under the brands of Micron and Crucial.",
"sentiment": 0.5267,
"highlighted_in": "main_text"
},
{
"highlight": "On December 6, Mizuho raised the price target on <em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU)’s stock to $86 from $82 and kept a Buy rating. According to the analyst, there will be positive tailwinds for memory going into 2024 for DRAM and NAND.\n\nOn November 28, <em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU) updated its first-quarter fiscal 2024 guidance.",
"sentiment": 0.5574,
"highlighted_in": "main_text"
},
{
"highlight": "As per Insider Monkey’s proprietary data, 16 billionaires had investments in <em>Micron</em> <em>Technology</em>, <em>Inc</em>. (NASDAQ:MU)’s stock at a combined value of $1.81 billion in Q3.\n\n8.",
"sentiment": 0.34,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "A1MD34.SA",
"name": "Advanced Micro Devices, Inc.",
"exchange": null,
"exchange_long": null,
"country": "br",
"type": "equity",
"industry": "Technology",
"match_score": 26.396057,
"sentiment_score": 0.2261,
"highlights": [
{
"highlight": "<em>Advanced</em> <em>Micro</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:AMD) has also made some noise in the AI segment as it unveiled its latest AI accelerator, Instinct MI300X, on December 6. The company also raised its AI Accelerator total addressable market to $400 billion from the prior $150 billion. At the Barclays’ Global Technology Conference, <em>Advanced</em> <em>Micro</em> <em>Devices</em>, <em>Inc</em>.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Intel appears to be executing its technology/product roadmap; the company is on track to ramp up PC and server products over the next 12 months on advanced manufacturing nodes that we believe will be more competitive with chief rival <em>Advanced</em> <em>Micro</em> <em>Devices</em>.",
"sentiment": 0.4522,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "SIEME.BD",
"name": "SIEMENS AG",
"exchange": null,
"exchange_long": null,
"country": "hu",
"type": "equity",
"industry": "N/A",
"match_score": 8.87943,
"sentiment_score": 0,
"highlights": [
{
"highlight": "On December 4, Intel Corporation (NASDAQ:INTC) announced that it signed a Memorandum of Understanding with <em>Siemens</em> <em>AG</em> to collaborate and advance the digitalization and sustainability of microelectronics manufacturing.",
"sentiment": 0,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "2330.TW",
"name": "Taiwan Semiconductor Manufacturing Company Limited",
"exchange": null,
"exchange_long": null,
"country": "tw",
"type": "equity",
"industry": "Technology",
"match_score": 57.693054,
"sentiment_score": 0.3988,
"highlights": [
{
"highlight": "The computational needs for such technologies paved the way for some of the best semiconductor stocks, like NVIDIA Corporation (NASDAQ:NVDA) and <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), to create ample opportunities for investors.",
"sentiment": 0.886,
"highlighted_in": "main_text"
},
{
"highlight": "Furthermore, its stock has gained over 230% year-to-date (YTD)\n\n<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM) is the company that makes all of NVIDIA Corporation (NASDAQ:NVDA)’s chips. While the company’s third-quarter revenues fell year-over-year (YoY), its stock price is up nearly 35% YTD at the time of writing on December 8.",
"sentiment": 0.3818,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM) is the primary chip supplier of Apple Inc. (NASDAQ:AAPL).\n\nAdvanced Micro Devices, Inc. (NASDAQ:AMD) has also made some noise in the AI segment as it unveiled its latest AI accelerator, Instinct MI300X, on December 6.",
"sentiment": 0.25,
"highlighted_in": "main_text"
},
{
"highlight": "<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM)’s Arizona plant has been delayed till 2025 due to labor shortages. Furthermore, the company’s plan to build a facility in Germany is also facing the problem of insufficient skilled labor.",
"sentiment": -0.6369,
"highlighted_in": "main_text"
},
{
"highlight": "Some of the best semiconductor stocks, according to billionaires, include NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX).",
"sentiment": 0.6369,
"highlighted_in": "main_text"
},
{
"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
"sentiment": 0.6369,
"highlighted_in": "main_text"
},
{
"highlight": "NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.6369,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "AAPL.BA",
"name": "Apple Inc.",
"exchange": null,
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"country": "ar",
"type": "equity",
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"match_score": 9.678439,
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"highlights": [
{
"highlight": "However, its stock price gain is not solely dependent on the AI boom but also on better-than-expected sales due to <em>Apple</em> <em>Inc</em>. (NASDAQ:AAPL)’s iPhone 15 launch. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the primary chip supplier of <em>Apple</em> <em>Inc</em>. (NASDAQ:AAPL).\n\nAdvanced Micro Devices, Inc.",
"sentiment": 0.3291,
"highlighted_in": "main_text"
},
{
"highlight": "These chips usually play a supporting role to the sexier “digital brain” that is the latest and greatest processor from Nvidia, Intel, AMD, <em>Apple</em>, or Qualcomm.",
"sentiment": 0.8591,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "NVDA.BA",
"name": "NVIDIA Corporation",
"exchange": null,
"exchange_long": null,
"country": "ar",
"type": "equity",
"industry": "Technology",
"match_score": 23.05349,
"sentiment_score": 0.462638,
"highlights": [
{
"highlight": "The computational needs for such technologies paved the way for some of the best semiconductor stocks, like <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), to create ample opportunities for investors.",
"sentiment": 0.8591,
"highlighted_in": "main_text"
},
{
"highlight": "<em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA)’s market cap was somewhere around $400 billion in December 2022 and jumped to $1 trillion by the second quarter of 2023. At the time of writing on December 8, the company had a market cap of $1.17 trillion.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "Furthermore, its stock has gained over 230% year-to-date (YTD)\n\nTaiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the company that makes all of <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA)’s chips. While the company’s third-quarter revenues fell year-over-year (YoY), its stock price is up nearly 35% YTD at the time of writing on December 8.",
"sentiment": 0.1779,
"highlighted_in": "main_text"
},
{
"highlight": "Some of the best semiconductor stocks, according to billionaires, include <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX).",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "One of the most famous hedge fund billionaires, Stanley Druckenmiller of Duquesne Capital, kept <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA) as his 13F portfolio’s top stock pick in the third quarter of 2023 and said:\n\n“If it’s as big as I think it is, <em>Nvidia</em> is something we are going to want to own for at least two or three years […] I do believe, unlike crypto",
"sentiment": 0.2732,
"highlighted_in": "main_text"
},
{
"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with <em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
},
{
"highlight": "These chips usually play a supporting role to the sexier “digital brain” that is the latest and greatest processor from <em>Nvidia</em>, Intel, AMD, Apple, or Qualcomm.",
"sentiment": 0.8591,
"highlighted_in": "main_text"
},
{
"highlight": "<em>NVIDIA</em> <em>Corporation</em> (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
"sentiment": 0.5106,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "QCOM.BA",
"name": "QUALCOMM Incorporated",
"exchange": null,
"exchange_long": null,
"country": "ar",
"type": "equity",
"industry": "Technology",
"match_score": 26.955378,
"sentiment_score": 0.493467,
"highlights": [
{
"highlight": "<em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $1.46 billion\n\n<em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM) develops wireless telecommunication products like semiconductors and software and provides related services. It is one of the best semiconductor stocks, according to billionaires.",
"sentiment": 0.8555,
"highlighted_in": "main_text"
},
{
"highlight": "Over the last three months, 20 Wall Street analysts covered <em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM), and 13 kept a Buy rating on the stock. The average price target of $137.83 represents an upside of 2.97% at the time of writing on December 8.",
"sentiment": 0,
"highlighted_in": "main_text"
},
{
"highlight": "According to Insider Monkey’s database, 17 billionaires were bullish on <em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM)’s stock with a combined dollar value of $1.46 billion in the third quarter.\n\n6. Broadcom Inc. (NASDAQ:AVGO)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $3.1 billion\n\nBroadcom Inc.",
"sentiment": 0.6249,
"highlighted_in": "main_text"
}
]
},
{
"symbol": "TSM.BA",
"name": "Taiwan Semiconductor Manufacturing Company Limited",
"exchange": null,
"exchange_long": null,
"country": "ar",
"type": "equity",
"industry": "Technology",
"match_score": 57.69262,
"sentiment_score": 0.3988,
"highlights": [
{
"highlight": "The computational needs for such technologies paved the way for some of the best semiconductor stocks, like NVIDIA Corporation (NASDAQ:NVDA) and <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), to create ample opportunities for investors.",
"sentiment": 0.886,
"highlighted_in": "main_text"
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"highlight": "Furthermore, its stock has gained over 230% year-to-date (YTD)\n\n<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM) is the company that makes all of NVIDIA Corporation (NASDAQ:NVDA)’s chips. While the company’s third-quarter revenues fell year-over-year (YoY), its stock price is up nearly 35% YTD at the time of writing on December 8.",
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"highlight": "<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM) is the primary chip supplier of Apple Inc. (NASDAQ:AAPL).\n\nAdvanced Micro Devices, Inc. (NASDAQ:AMD) has also made some noise in the AI segment as it unveiled its latest AI accelerator, Instinct MI300X, on December 6.",
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"highlight": "<em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM)’s Arizona plant has been delayed till 2025 due to labor shortages. Furthermore, the company’s plan to build a facility in Germany is also facing the problem of insufficient skilled labor.",
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"highlight": "Some of the best semiconductor stocks, according to billionaires, include NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX).",
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"highlight": "(NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned Analog Devices, Inc. (NASDAQ:ADI) in its third quarter 2023 investor letter.",
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"highlight": "NVIDIA Corporation (NASDAQ:NVDA), <em>Taiwan</em> <em>Semiconductor</em> <em>Manufacturing</em> <em>Company</em> <em>Limited</em> (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides Broadcom Inc. (NASDAQ:AVGO).\n\nBroadcom Inc. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
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"highlight": "On December 7, <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) posted its Q4 non-GAAP EPS of $11.06, which beat the analysts’ estimates by $0.10. The revenue increased by 4.1% YoY to $9.3 billion and topped the estimates by $20 million.",
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"highlight": "NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO).\n\n<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
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"highlight": "Semiconductor and software solutions provider <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO), for example, is an important supplier of networking chips that power ethernet switches and routers for connectivity between AI servers.",
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"highlight": "<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $3.1 billion\n\n<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) manufactures storage adapters, controllers and ICs, wireless, wired and optical products, and provides mainframe and enterprise software and cybersecurity software.\n\nOn December 7, <em>Broadcom</em> <em>Inc</em>.",
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"highlight": "On December 7, <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) posted its Q4 non-GAAP EPS of $11.06, which beat the analysts’ estimates by $0.10. The revenue increased by 4.1% YoY to $9.3 billion and topped the estimates by $20 million.",
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"highlight": "NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), and Lam Research Corporation (NASDAQ:LRCX) are the best semiconductor stocks according to billionaires besides <em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO).\n\n<em>Broadcom</em> <em>Inc</em>. (NASDAQ:AVGO) was mentioned in ClearBridge Investments’ second quarter 2023 investor letter.",
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"highlight": "<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI)\n\nNumber of Billionaire Investors: 15\n\nDollar Value of Billionaire Holdings: $962.265 million\n\n<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI) is a semiconductor company that carries out the development and marketing of analog, mixed-signal, and digital signal-processing integrated circuits (ICs).",
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"highlight": "On November 21, <em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI) posted its Q4 earnings result with a non-GAAP EPS of $2.01 and revenue of $2.72 billion. For Q1 fiscal 2024, the company forecasted revenue of around $2.5 billion, reported EPS to be around $0.91, and adjusted EPS to be somewhere around $1.70.\n\nOn November 21, <em>Analog</em> <em>Devices</em>, <em>Inc</em>.",
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"highlight": "<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI) is one of the best semiconductor stocks according to billionaires, along with NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), Lam Research Corporation (NASDAQ:LRCX).\n\nEnsemble Capital Management mentioned <em>Analog</em> <em>Devices</em>, <em>Inc</em>.",
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"highlight": "Here is what it said:\n\n“<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI): <em>Analog</em> <em>Devices</em>, known in the industry as ADI, makes semiconductor chips that predominantly operate at the boundary of the physical world and the digital world, more commonly referred to as analog and mixed signal chips.",
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"highlight": "<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI)\n\nNumber of Billionaire Investors: 15\n\nDollar Value of Billionaire Holdings: $962.265 million\n\n<em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI) is a semiconductor company that carries out the development and marketing of analog, mixed-signal, and digital signal-processing integrated circuits (ICs).",
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"highlight": "On November 21, <em>Analog</em> <em>Devices</em>, <em>Inc</em>. (NASDAQ:ADI) posted its Q4 earnings result with a non-GAAP EPS of $2.01 and revenue of $2.72 billion. For Q1 fiscal 2024, the company forecasted revenue of around $2.5 billion, reported EPS to be around $0.91, and adjusted EPS to be somewhere around $1.70.\n\nOn November 21, <em>Analog</em> <em>Devices</em>, <em>Inc</em>.",
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"highlight": "<em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $1.46 billion\n\n<em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM) develops wireless telecommunication products like semiconductors and software and provides related services. It is one of the best semiconductor stocks, according to billionaires.",
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"highlight": "Over the last three months, 20 Wall Street analysts covered <em>QUALCOMM</em> <em>Incorporated</em> (NASDAQ:QCOM), and 13 kept a Buy rating on the stock. The average price target of $137.83 represents an upside of 2.97% at the time of writing on December 8.",
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"highlight": "<em>Intel</em> <em>Corporation</em> (NASDAQ:INTC)\n\nNumber of Billionaire Investors: 17\n\nDollar Value of Billionaire Holdings: $1.079 billion\n\n<em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) is a California-based tech company that manufactures and sells products like microprocessors, chipsets, embedded processors, microcontrollers, and more.",
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"highlight": "On December 4, <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) announced that it signed a Memorandum of Understanding with Siemens AG to collaborate and advance the digitalization and sustainability of microelectronics manufacturing.",
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"highlight": "On November 7, The Wall Street Journal reported that <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) is in the lead to receive billions of dollars in government funding for secure facilities manufacturing microchips. While the exact amount has not been disclosed, the funding would be from the $39 billion manufacturing grants authorized under the Chips Act 2022.",
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"highlight": "ClearBridge Investments commented on <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) in its third quarter 2023 investor letter. Here is what it said:\n\n“We also added to our position in <em>Intel</em> <em>Corporation</em> (NASDAQ:INTC) to take advantage of signs that it continues to make progress on its goal of regaining technology leadership.",
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"highlight": "<em>Intel</em> appears to be executing its technology/product roadmap; the company is on track to ramp up PC and server products over the next 12 months on advanced manufacturing nodes that we believe will be more competitive with chief rival Advanced Micro Devices.",
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Sentiment
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Other details
Entity count
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