Apple-SpaceX Deal Sets Stage for Mode's Global Takeover (From Mode Mobile) 3 Chip Stocks Still Trading 50% Below Their 52-Week Highs The semiconductor industry has become an intense area of focus in the stock market over the past few years. It's always been important, but the advent of artificial intelligence is driving unprecedented interest. Since the beginning of 2023, companies like NVIDIA (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) have emerged as massive winners in the space. The stocks are up over 800% and over 300%, respectively, over that time, as of the Feb. 10 close. They are far from the only winners, but the two stocks stand out. Their ability to continue rising somewhat steadily is an indication of their persistent strength to this point. The three stocks detailed on this list have had their days in the sun but haven’t exhibited anywhere near the consistency of NVIDIA and Broadcom. Below, I’ll examine three giant names in the semiconductor industry that are still trading 50% or more below their 52-week highs. I’ll provide context around each of their individual journeys and give insight into how they can hope to reclaim their prior glory. While other cell phone carriers are always looking for ways to squeeze every last penny out of their customers, my company pays users for the 40 hours a week they are using smartphone apps, listening to music, and watching videos online with their phones. And you can join us for just $0.26 per share. Plus, when you invest now, you can get up to 100% bonus shares! Let’s change the future of mobile together. AMD: NVIDIA's Successful, But Still Disappointing, Little Brother In the world of semiconductor stocks, some tides lift all boats, while others create winner-take-all situations. Both of these ideas somewhat characterize the recent journey of Advanced Micro Devices (NASDAQ: AMD). The stock has an impressive return of 70% since Jan. 1, 2023. However, it is still trading 51% below its 52-week high, reached on Mar. 8, 2024. The company is working to compete against NVIDIA. It wants to build graphics processing units (GPUs) and associated systems for data centers that can rake in cash as fast as its fierce rival. Ultimately, markets have largely judged the stock by its ability to show any progress in taking market share from NVIDIA in this space. AMD’s data center revenue is growing fast, increasing by 69% in Q4 2024 versus Q4 2023. However, it's not on pace with NVIDIA. In Q3, NVIDIA’s data center revenue increased by 112%. NVIDIA's lead keeps growing. Note that these numbers aren't fully comparable since NVIDIA hasn't yet released the Q4 results. Ultimately, the market wants to see AMD achieve stronger growth for its AI Instinct GPUs and continue increasing profit margins, which are still massively below NVIDIA’s. Intel: Needs Innovative New CEO to Come to the Rescue Once the most important player in the U.S. semiconductor industry, Intel (NASDAQ: INTC) has been a huge disappointment recently. Since the beginning of 2023, shares have provided a total return of -22%. Its shares are currently down nearly 58% from their 52-week high. The company is an integrated device manufacturer. This means that it not only designs but also manufactures its chips. The company missed the boat on designing GPUs that would largely power the rise of AI in data centers. The company’s AI data center GPU chip, Gaudi, hasn’t come close to meeting expectations. Overall, the firm’s data center revenue dropped slightly year-over-year in Q4, while margins plummeted. The best hope for the company going forward might be winning in the AI-enabled PC market. The company’s Client Computing Group segment is by far its largest revenue and profit driver. A refresh cycle in PCs that many are hoping for would be a boon to Intel. Most people agree that the company needs a new CEO, as it requires a new vision for how it will grow. The cryptocurrency sector is roaring back to life… And we’re starting to see some of the same conditions that allowed for outrageous life-changing gains for a few lucky traders. According to CNBC, Rob, a former warehouse manager, went for broke and put $8,000 into a tiny, little-known crypto…… and his investment paid off BIG. And now there’s a new crop of tiny, little-known cryptos starting to spread on social media… In some cases already delivering gains like 7,123% and 5,349% in a single month… and even 960% in a single day. We’re not saying you’re definitely going to make $1 million… or that you should put $8,000 into a single crypto coin… We cannot promise future returns or against losses, and this is after all the wild west of investing. And have a small shot at joining Rob the warehouse manager in a once-in-a-lifetime trade. Supermicro: All Eyes on Feb. 11 Update Super Micro Computer (NASDAQ: SMCI) has by far seen the most wild swings of all three of these firms. Shares are up over 400% since Jan. 2023. However, they are still down 65% from the incredible highs they reached back in Q1 2024. But, they are up 40% year to date in 2025. The rally started on Feb. 3, kicked off by the company announcing it would provide a business update on Feb. 11. The firm’s shares have gotten crushed as they delayed filings and its accounting auditor resigned. The company also announced that it is ramping up full production of its rack-scale solutions for NVIDIA’s Blackwell chips. Ultimately, the company needs to address concerns about its accounting practices in the update. It also needs to convince investors that it is close to completing its filing of its Form 10-K and that it will do so by Feb. 25. The company’s revenue growth of over 143% in Q2 2024 is incredibly impressive. Even if it is accurate, the company needs to be forthcoming and fix its internal problems to be investable going forward. Before you make your next trade, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. Our team has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and none of the big name stocks were on the list. They believe these five stocks are the five best companies for investors to buy now... See The Five Stocks Here Written by Leo Miller Read this article online › Further Reading: 3 Reasons Micron Stock Is Deeply Undervalued Right Now This Crypto Is Set to Explode in February (From Crypto 101 Media) Inflation Persists, But So Do Stock Opportunities: Rally On Could Mode Be The Next Roku ($38B Question) (From Mode Mobile) Energy Transfer Fuels the Cloud: A Natural Gas Power Play Shopify Confirms Stock Uptrend, New Highs in Sight Super Micro Computer’s Stock Is About to Make a Super Big Advance Did you like this article? |