2021.10.27 17:08 Jul_y_anna Is there any value in looking for deep, eternal truths?
2021.10.27 17:08 diddy_donut Some records I picked up at goodwill for $1.59 each
2021.10.27 17:08 FluffyPanda33ASMR ASMR Nurse Taking Care of you at The Emergency Room (Medical Roleplay Soft Spoken) Latex GLOVES
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2021.10.27 17:08 supertinykittens stash bag <3
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2021.10.27 17:08 newsfeedmedia1 Gemma Chan wows in a semi sheer black diamond encrusted skirt and top at Eternals premiere
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2021.10.27 17:08 Shadowkage15 [WTB] RMR Type 2 3.25 (TX)
2021.10.27 17:08 MemeyDreamer My teacher bought me the FNAF books this is amazing! Can't wait to read these
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2021.10.27 17:08 IOfund Semiconductors: Boom or Bust?
| In the past few months, Wall Street analysts have been predicting a pull-back in the semiconductor space due to recent supply-chain-related disruptions. J.P. Morgan, the third largest money market fund in the world’s analyst observed in the research reports, “We believe that global automakers have had to substantially reduce production in July–September, following similar cutbacks in April–June, as disruptions in the automobile supply chain caused by semiconductor shortages expanded to the auto parts supply chain as a result of lockdowns in ASEAN.” As a result, the street took a risk off narrative following the supply-side related issues in the semiconductor industry.|
I/O Fund follows the semiconductor industry very closely. During the semiconductor pull-back, I/o Fund recommended a top semiconductors pick for the rebound. One fund analyst wrote, “Taiwan Semiconductor officially opened the sector’s earnings with a bang as it beat consensus estimates and also guided strong revenue in the fourth quarter. Specifically, the company’s Q3 YoY sales growth of 16% beat estimates by 0.5% while guidance for Q4 sales growth represents an acceleration to 23% YoY growth, which came in ahead of the consensus estimate by 1%.” In other words, the semiconductor industry is not contracting, but its is capitalizing on the supply-strains with increased margins. As expected, these trends are gaining adoption more quickly than Wall Street analysts anticipated.
Many digital consumer products in everyday life such as mobile phones / smartphones, digital cameras, televisions, washing machines, refrigerators and LED bulbs also use semiconductors. Semiconductors are employed in the manufacture of various kinds of electronic devices, including diodes, transistors, and integrated circuits.
I/O Fund went as far to choose the best players in the space, pinpointing exactly when to buy. I/O Fund capitalized on several trends in big-tech, such as the: “ advanced AI and machine learning capabilities, that they expect to benefit from their efforts in ranking and recommendations for experience across their products, including in-feed and video enhancements, as well as improving ads performance.” As companies shift to better Artificial Intelligence software, which will be prevalent in all of our lives, through platforms like Facebook, Snap. Inc., etc.., there will be a higher demand for semiconductors.
Recently, headlines have been about the recent short squeeze in Tesla, reading, “Tesla stock surges toward a record after Hertz reportedly ordered 100,000 Tesla EVs.” The future of transportation is also coming quickly. General Motors wants to go all electric by 2035. Ford said its doubling EV investment to $22 billion through 2025. That’s on top of new entrants coming to the EV market like Fisker, Workhorse Group, and Lucid Motors. And Tesla deliveries increased to 184,800 cars in the first quarter of 2021. That’s up over 4,000 from the fourth quarter of 2020. Edmonds believes that the U.S. electric vehicle market is poised for record sales in 2021. Experts say 2021 could be a pivotal year for EV adoption thanks to greater selection of EV offerings, rising consumer interest.
In I/O Fund’s recent article, they provide the statistics in the semiconductor space.
Overall Semi-conductor forward median 5x
Top 5 Semi-conductor forward median 18x
Overall Semi-conductor forward average 6x
From their provided multiples, we can see that companies are trading at a huge discount in the semiconductors industry. While individual companies will vary, I/O Fund is positioned in the fastest growth stocks set for market-beating returns.
NVDA, SITM, MPWR, LSCC, AMBA, API, ASML, MRVL, OLED, XLNX
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2021.10.27 17:08 bluelopez102 Best bookstores?
2021.10.27 17:08 Claddaeus I love it! What do you guys think about?
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2021.10.27 17:08 SpysSappinMySpy Tubby Tux sittin
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2021.10.27 17:08 TomTheEmporer Does Velo Cause Cancer?
2021.10.27 17:08 ixnine This perfect curly fry I ate.
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2021.10.27 17:08 syclozend Foodpanda
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2021.10.27 17:08 EvilorDivine Who wins this trade? Full point PPR
2021.10.27 17:08 Willing_Beginning_61 Why does an elephant have four feet?
2021.10.27 17:08 schmart I come from the future where Shib is a dollar
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2021.10.27 17:08 JerryFartcia Ok, I owe Cosmic Trigger an apology because I'm an idiot, lol! I take back my post from the other day about the remix LPs
Guys. If you bought the Cosmic Trigger LPs without first listening to the songs on Spotify or whatever, do yourself a favor and make sure you are spinning at 45 rpm =)
I was kinda digging the slowed down versions after a few listens, not gonna lie though.
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2021.10.27 17:08 newsfeedmedia1 Gwyneth Paltrow BLUSHES during a VERY explicit ‘sex talk’ with Jada Pinkett Smith – Daily Mail
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2021.10.27 17:08 dmikulic It is not inconceivable that a debate will spark regarding the rights of artificial intelligence within our lifetime.
2021.10.27 17:08 BourbonAndWeed Updated press release
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2021.10.27 17:08 shadowryn This is Lyla, aka Pillbug
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2021.10.27 17:08 MarshallBrain China launches military satellite that will take aim at space junk
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2021.10.27 17:08 trendchaser91 TIPX w/ red dot + extended barrel
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2021.10.27 17:08 kjc11984 Crypto.com still down