Nvidia, Texas Instruments are top semiconductor stocks among fund managers

seekingalpha2021-06-21

The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week. The ...

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精彩评论

Orangejus
2021-06-21
Orangejus
5G, IoT, E-commerce, AI, digitalisation of the global economy. Sell picks to the gold miners!
HoeMeng
2021-06-21
HoeMeng
Yeah
KopiKit
2021-06-21
KopiKit
Semiconductors are good. Nvidia is on my shortlist
仁毅
2021-06-21
仁毅
Nice
- HoeMeng:
  Yeah
Datolee
2021-06-21
Datolee
[贱笑]
Irene104
2021-06-21
Irene104
Please like & comment. Thanks.
- Huathk:
  Gd
- Irene104:
  Thanks

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Lam Research(NASDAQ:LRCX)lagged, down from its October 2020 record of 28.8% to 20%.\nFor the least owned/overweighted stocks, BofA highlights Microchip(NASDAQ:MCHP), which has a 10% ownership despite a $40B market cap that would normally come with 15-20% ownership.\nSkyworks(NASDAQ:SWKS), Qorvo(NASDAQ:QRVO), and Teradyne(NASDAQ:TER)are also flagged for having \"extremely low ownership\" of only 6-7% and extremely low relative weightage of 0.24x-0.57x. \"\n\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.\nRecent semiconductor news: U.S. Senators propose 25% tax credit for U.S.semiconductor investments","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":167208819,"gmtCreate":1624268251331,"gmtModify":1634008658880,"author":{"id":"3586565070413371","authorId":"3586565070413371","name":"Orangejus","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"5G, IoT, E-commerce, AI, digitalisation of the global economy. Sell picks to the gold miners!","listText":"5G, IoT, E-commerce, AI, digitalisation of the global economy. Sell picks to the gold miners!","text":"5G, IoT, E-commerce, AI, digitalisation of the global economy. Sell picks to the gold miners!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167208819","repostId":1135514651,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":167102270,"gmtCreate":1624250431190,"gmtModify":1634008871635,"author":{"id":"3569586413767440","authorId":"3569586413767440","name":"HoeMeng","avatar":"https://static.tigerbbs.com/204cb10cf0f04fed8899705e7a54ea54","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"Yeah","listText":"Yeah","text":"Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167102270","repostId":1135514651,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":167345952,"gmtCreate":1624249389576,"gmtModify":1631892634852,"author":{"id":"3576477409987057","authorId":"3576477409987057","name":"KopiKit","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Semiconductors are good. Nvidia is on my shortlist","listText":"Semiconductors are good. Nvidia is on my shortlist","text":"Semiconductors are good. Nvidia is on my shortlist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167345952","repostId":1135514651,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":167317259,"gmtCreate":1624247039771,"gmtModify":1634008928654,"author":{"id":"3579736270041651","authorId":"3579736270041651","name":"仁毅","avatar":"https://static.tigerbbs.com/3a007247d6cf59cf9f87a07e5440dd16","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/167317259","repostId":1135514651,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4926725,"gmtCreate":1624250440457,"gmtModify":1635304969401,"authorId":3569586413767440,"author":{"id":3569586413767440,"authorId":3569586413767440,"name":"HoeMeng","avatar":"https://static.tigerbbs.com/204cb10cf0f04fed8899705e7a54ea54","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":167317259,"type":1,"supId":0,"prevId":0,"content":"<u>Yeah</u>","text":"<u>Yeah</u>","html":"<u>Yeah</u>"}],"langContent":"EN"},{"id":167954069,"gmtCreate":1624244046351,"gmtModify":1634008978359,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"[贱笑]&nbsp;","listText":"[贱笑]&nbsp;","text":"[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167954069","repostId":1135514651,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":167994740,"gmtCreate":1624241717380,"gmtModify":1634009029543,"author":{"id":"3579485832735627","authorId":"3579485832735627","name":"Irene104","avatar":"https://static.tigerbbs.com/51a81271b5c1b4f1ca7b728f547fc3ba","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Please like &amp; comment. Thanks.","listText":"Please like &amp; comment. Thanks.","text":"Please like & comment. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/167994740","repostId":1135514651,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4929652,"gmtCreate":1624263536161,"gmtModify":1635304659256,"authorId":3573472992263411,"author":{"id":3573472992263411,"authorId":3573472992263411,"name":"Huathk","avatar":"https://static.tigerbbs.com/43c7168c646d9ea6805194ed0003f1cc","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":167994740,"type":1,"supId":0,"prevId":0,"content":"Gd","text":"Gd","html":"Gd"},{"id":4929767,"gmtCreate":1624263855609,"gmtModify":1635304647244,"authorId":3579485832735627,"author":{"id":3579485832735627,"authorId":3579485832735627,"name":"Irene104","avatar":"https://static.tigerbbs.com/51a81271b5c1b4f1ca7b728f547fc3ba","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":167994740,"type":1,"supId":4929652,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":170,"commentSize":57,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1135514651"}