Episode 77: 4 Investor Favorite Chip Stocks – What Will Happen In 2024?

In this episode of Chip Stock Investor, we delve into a discussion of some semiconductor players that we get asked about the most, including Arm Holding (ARM), Super Micro Computer (SMCI), Axcelis Technologies (ACLS), and ACM Research (ACMR). The discussion revolves around their recent stock price performances, future outlook, company profiles and business structures, and how they fit into the larger semiconductor industry. Particularly, we talk about Arm Holding's valuation, their projected growth, and investment into AI server design startup Ampere Computing. Then, we touch on the expected performances of Axcelis and ACM Research before their earnings reports, especially after some disappointing guidance from the automotive industry and key suppliers to it. And finally, we discuss Super Micro Computer's role in the industry, why we aren’t investing (but why that doesn’t mean we dislike the company), and thoughts on Hewlett Packard Enterprise's (HPE) acquisition of Juniper Networks (JNPR) that could possibly benefit SMCI in 2024. Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Consider saying "thanks" here on YouTube with a Super Thanks or joining the channel membership for some custom badges and emojis!! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #armholding #axcelis #acmresearch #supermicro #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks