UBS believes the risk-reward profile for leading AI semiconductor stocks is improving, pointing to strong innovation, improved valuations and continued growth in demand for AI computing despite market volatility.
TSMC
TSMIn Tuesday's report, the investment bank highlighted Nvidia's, Broadcom, Taiwan Semiconductor Manufacturing and ASML as key beneficiaries of the trend.
Do you have or plan to buy shares of any of these companies?
I've only been buying $AMD-0.3% for now. I think it's the most undervalued stock in the sector right now and has the most potential.
It makes sense and that's why I have this sector represented in my portfolio quite a lot. I bought $AMD, $AVGO-0.8% and I'm thinking of adding $NVDA-1.1%.
Overall, the sector is a bit cheaper again now, so I think it's a shame not to take advantage of the dips. I'm buying $NVDA-1.1% and $AMD.
I have $ASML-1.1% in my portfolio and recently bought a few shares of $AMD-0.3% because the valuation is quite attractive right now.
I have TSM, but not ASML for a while. But I'm not buying anything at the moment.