Wall Street's Appetite for Chips Unsated Despite Tech Turmoil
Don't misconstrue this week's tech tantrums as a lack of hunger on Wall Street. While the Fab 5 feasted on each other, analysts had their eyes on a different main course - semiconductor stocks like Nvidia (NVDA).
Sponsor
The $1 trillion pivot that could unleash Nvidia’s silent partners [Full Story >>]
• The NVDA Holy-Grail Order: Piper Sandler analysts are practically licking their chops over NVDA's next "Blackwell" AI chips. They see the innovation driving "revenues well into 2025 as demand exceeds supply," dubbing it a "tremendous opportunity."
• AMD's Five-Star Rating: Not to be outshone, Piper slapped AMD with a "Top Pick" review. As the rising star steals server share from a foodie-snubbed Intel, any NVDA delays could mean AMD earns even more Michelin stars.
• The Hidden ON Semi Gem: The sleeper hit on Piper's menu? ON Semiconductor, an under-the-radar player set to benefit from semiconductor's booming secular appetite.
Wednesday's chip downturn was merely appetizers for smart investors. While Big Tech drowns in turmoil, semiconductor makers like NVDA remain Wall Street's most sought-after reservations for AI's global dining dominance.
No matter how chaotic the tech kitchen gets, demand for high-powered chips to feed AI's insatiable hunger will only grow. Use any sell-off courses to order up prime semiconductor holdings - the market's most delicious growth courses have yet to be served.
YOU NEED TO READ THIS NEXT
Is this Nvidia's secret weapon?
You've likely heard about Nvidia's incredible success in AI.
But there's an untold story that could be even bigger.
Without this startup's technology, Nvidia's groundbreaking AI chips simply wouldn't be possible.
This company is following the same trajectory as Cisco before it handed investors 100,600% returns during the dot-com decade...
But... it's still flying under the radar.
That could change very soon with a major announcement on the horizon.
Get the full story now right here before this company becomes a household name.