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Technology Stocks : Semi Equipment Analysis
SOXX 306.28-1.0%Dec 4 4:00 PM EST
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To: Sam who wrote (78450)1/8/2018 2:36:38 PM
From: Donald Wennerstrom2 Recommendations

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Sam

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NVDA is doing well again today after rising 11.3% last week. At the moment, NVDA it trading around +4% leading both the SOX and SOXM.

It is nice to be a glamour stock instead of a commodity stock like Micron. An excerpt of the top 3 stocks last week, previously reported, shows the stark difference between the value given to NVDA vs MU. Micron is presently estimated to earn 8.54 a share while NVDA is estimated at 4.70, yet NVDA is trading around 215 vs 46 for Micron. The PE difference is about 9 to 1.




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