Industry: Semiconductors

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What’s NVIDIA’s Stock Really Worth? Now’s the Right Time to…

Jul 22, 2024

It's a race to develop the world's highest-performance AI accelerators. Will the Computing King continue to wear the AI crown?

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ASML is About to Have a Monster Year; Upgrading Our…

Jul 2, 2024

The Dutch lithography equipment supplier looks like it'll be very busy in the second half of 2024.

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Contest Matchup #5: Intel vs Super Micro Computer

Mar 28, 2024

Two semiconductor companies go head-to-head in the fifth of our Stockpicking matchups.

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The Winners and Losers of Chipmaking Innovation

Feb 5, 2024

Intel is going all-in on introducing its newest chipmaking architecture. Who wins and who loses when it comes to this high-speed innovation race?

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Wolfspeed’s Stock is Worth $68 and Has 160% Upside. Here’s…

Feb 2, 2024

Our Discounted Cash Flow analysis calculates that Wolfspeed's stock is worth $67.95 per share. That represents 160% upside from today's current price.

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ASML’s Weak Bookings Are Spooking Investors. Is This a Buying…

Oct 18, 2023

The Dutch lithography giant reported weak forward bookings. Does the stock's recent selloff represent a buying opportunity?

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Who’s Winning the World’s “Chip War”? The Answer is Complicated.

May 17, 2023

The semiconductor Chip War is one of the world's most political and complex chess matches. Here's how things are playing out...and what it will mean for investors.

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3 Key Takeaways from MIT’s 2023 Future Compute Conference

May 8, 2023

7investing CEO Simon Erickson shares his Top 3 takeaways from the 2023 MIT Future Compute conference.

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My Complete Notes from MIT’s Future Compute 2023

May 7, 2023

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What Investors Need to Know About Quantum Computing

May 5, 2023

7investing CEO Simon Erickson recently toured MIT's legendary quantum computing labs. Here are his important takeaways for investors.

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Market Madness Round 2: Upstart vs NVIDIA

Mar 21, 2023

In this second-round matchup, the consumer-lending platform goes head-to-head against the AI chipmaker.

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How Should Intel Navigate the Coming Storms?

Nov 6, 2022

Intel is simultaneously looking to expand its production capacity, find design wins in the data center, and maintain good standing with institutions. What path should take priority, and what will...

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Taiwan Semi’s Race to Stay a Step Ahead

Jul 3, 2022

Semiconductor manufacturing is getting intensely competitive. Is Taiwan Semi still in the driver's seat?

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Simon’s Top Stock for June 2022

Jun 1, 2022

7investing Lead Advisor Simon Erickson’s top stock to buy in June 2022 has “some of the strongest competitive advantages he’s ever seen” in a publicly-traded company.

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How to Invest in Quantum Computing

Jan 10, 2022

Premium Advisor Update

The Biggest Winners (and Losers) from the Semiconductor Supply Shortage

Dec 16, 2021

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“Chipping Away” at Inflation

Oct 22, 2021

Simon believes a vital player in the semiconductor industry could be an opportunity for investors looking for stability.