Wall Street's Chip Hunger Games
The tech bloodbath continued this week, but semiconductor stocks proved too tempting for analysts to ignore. Despite Wednesday's sell-off clobbering Nvidia (NVDA) and peers, Wall Street sees an unmissable chance to load up.
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Piper's Black(well) Gold: In a bullish call, Piper Sandler analysts awarded Nvidia's next-gen Blackwell chips a full chef's kiss. With "demand exceeding supply," they see the AI engine powering "revenues well into 2025."
AMD's Center Stage: While Nvidia rules the menu, Piper also gave AMD a "Top Pick" order. As the upstart takes server share from sickly Intel, any Nvidia delays could mean AMD feasting even more.
The ON Semiconductor Appetizer: Don't sleep on ON Semiconductor - Piper calls it a stealth semi-play benefiting from the sector's broader appetite for growth.
Wednesday's chip downturn was merely markets getting hangry. Smart money sees dips as their chance to stuff their portfolios with the blazing AI compute names destined to become Wall Street's next blue chips.
Big Tech's woes create a prime Silicon opening for semiconductor makers. With data centers starving for more AI horsepower each year, shunning chips now is akin to going hungry during a renaissance feast. Buy the sell-off and let insatiable AI hunger steadily pack your portfolio's gains.
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