Shay Boloor(@StockSavvyShay):SEMICONDUCTOR STOCKS ARE GETTING REALLY CHEAP RIGHT NOW PEG < 1 usually means growth may be mispriced PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ARM ~1.7x • $ANET ~1.4x • $ALAB ~1.2x • $KLAC ~0.9x • $LRCX ~0.7x • $ASML ~0.7x • $INTC ~0.7x • $AMAT ~0.6x • $TSM ~0.6x • $MRVL ~0.5x • $AMD ~0.5x • $LITE ~0.5x • $COHR ~0.5x • $NVDA ~0.4x • $CRDO ~0.3x • $ON ~0.3x • $AVGO ~0.3x • $SNDK ~0.2x • $MU ~0.1x • $SKHY ~0.1x • $AAOI ~0.1x

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

342 フォロー中 463.5K ファン

Shay Boloor@StockSavvyShay

2026.10.25 14:00

SEMICONDUCTOR STOCKS ARE GETTING REALLY CHEAP RIGHT NOW PEG < 1 usually means growth may be mispriced PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ARM ~1.7x • $ANET ~1.4x • $ALAB ~1.2x • $KLAC ~0.9x • $LRCX ~0.7x • $ASML ~0.7x • $INTC ~0.7x • $AMAT ~0.6x • $TSM ~0.6x • $MRVL ~0.5x • $AMD ~0.5x • $LITE ~0.5x • $COHR ~0.5x • $NVDA ~0.4x • $CRDO ~0.3x • $ON ~0.3x • $AVGO ~0.3x • $SNDK ~0.2x • $MU ~0.1x • $SKHY ~0.1x • $AAOI ~0.1x