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Silentxgold
2023-03-31
Today's the day
GameStop Out Of "Dirty Dozen" List But Is A "Melting Ice Cube:" Why Whitney Tilson Sees Stock Returning To Pre-Meme Levels
Silentxgold
01-17
C .
Why Semiconductor Equipment Stocks Applied Materials, Lam Research, and KLA Corp. Rallied Thursday
Go to Tiger App to see more news
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Rallied Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2504928510","media":"Motley Fool","summary":"TSMC's massive growth and guidance for capital expenditures lit a fire under these stocks today.Each of these names is down by 20% to 32% from their summer highs.Long-term investors would be wise to own these names through their cycles for the long term.Shares of semiconductor equipment giants rallied big on Thursday, with Applied Materials , Lam Research , and KLA Corporation jumping 4.5%, 4%, and 4.3%.These three stocks collectively account for much of the large oligopoly in semiconductor equipment, and each stock has had excellent long-term returns as a result. However, the near-term picture hasn't been as good, with each down between 20% and 32% from their summer highs.But could that pullback be ending as of today?","content":"<div>\n<p>TSMC's massive growth and guidance for capital expenditures lit a fire under these stocks today.Each of these names is down by 20% to 32% from their summer highs.Long-term investors would be wise to ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/01/16/why-applied-materials-lam-research-and-kla-rallied/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Semiconductor Equipment Stocks Applied Materials, Lam Research, and KLA Corp. 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Rallied Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-17 08:08 GMT+8 <a href=https://www.fool.com/investing/2025/01/16/why-applied-materials-lam-research-and-kla-rallied/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TSMC's massive growth and guidance for capital expenditures lit a fire under these stocks today.Each of these names is down by 20% to 32% from their summer highs.Long-term investors would be wise to ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/01/16/why-applied-materials-lam-research-and-kla-rallied/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0444971666.USD":"天利全球科技基金","SG9999002232.USD":"Allianz Global High Payout USD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1989763005.USD":"东方汇理教育基金A2 Acc","BK4543":"AI","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","SG9999002224.SGD":"Allianz Global High Payout SGD","QCOM":"高通","INTC":"英特尔","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","ASML":"阿斯麦","SMCI":"超微电脑","BK4534":"瑞士信贷持仓","ARM":"ARM Holdings","UMC":"联电","MCHP":"微芯科技","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","GFS":"GLOBALFOUNDRIES Inc.","SOX":"费城半导体指数","TXN":"德州仪器","BK4159":"经销商","AMAT":"应用材料","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4544":"ARK ETF合集","NXPI":"恩智浦","AVGO":"博通","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","TSM":"台积电","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","AMD":"美国超微公司","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","NVDA":"英伟达","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","MRVL":"迈威尔科技","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4519":"光伏太阳能","BK4518":"OLED概念","MU":"美光科技","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","STM":"意法半导体","BK4147":"半导体设备","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","ON":"安森美半导体","UCTT":"超科林半导体","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc"},"source_url":"https://www.fool.com/investing/2025/01/16/why-applied-materials-lam-research-and-kla-rallied/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504928510","content_text":"TSMC's massive growth and guidance for capital expenditures lit a fire under these stocks today.Each of these names is down by 20% to 32% from their summer highs.Long-term investors would be wise to own these names through their cycles for the long term.Shares of semiconductor equipment giants rallied big on Thursday, with Applied Materials (AMAT), Lam Research (LRCX), and KLA Corporation (KLAC) jumping 4.5%, 4%, and 4.3%.These three stocks collectively account for much of the large oligopoly in semiconductor equipment, and each stock has had excellent long-term returns as a result. However, the near-term picture hasn't been as good, with each down between 20% and 32% from their summer highs.But could that pullback be ending as of today? On Thursday, these stocks got a big boost following Taiwan Semiconductor Manufacturing's (TSM 3.97%) fourth-quarter earnings release in which TSMC forecast higher-than-expected capital expenditures for the coming year, supporting what it sees as a massive five-year growth cycle ahead.TSMC's spending-paloozaTSMC is the most important manufacturer in the semiconductor manufacturing industry by far. While other chip manufacturers are trying to catch up with this market leader, TSMC currently has a near-monopoly on today's leading-edge semiconductor production, supporting the world's biggest chip designers, from Nvidia to Apple.Thus, while these companies also have large memory businesses, a lot of their logic revenue comes from TSMC. And again, these stocks were down since summer as investors have come to wonder about the sustainability of the AI buildout. Additionally, non-AI semiconductor markets in PCs and smartphones have been somewhat lackluster.However, TSMC's commentary on the future likely put many concerns to rest. TSMC management now predicts a near-20% compound annual growth rate (CAGR) for revenue over the next five years, from 2025-2029. Unsurprisingly, that overall outlook is bolstered by a predicted mid-40% annual CAGR for AI accelerators. TSMC noted that AI chips accounted for almost a mid-teens percentage of overall revenue in 2024, with that percentage set to increase significantly.That growth of course will need to be supported by new semiconductor equipment, and TSMC forecasts reaccelerating its capital expenditures in the coming year to between $38 billion and $42 billion. That's up a significant 33% at the midpoint over the amount spent in 2024, and also well above the prior annual peak of $36.3 billion spent in 2022.Needless to say, a 33% increase in capital expenditures bodes well for Applied, Lam, and KLA. Applied and Lam both make critical etch and deposition equipment for laying down and stripping away transistor materials. Because of the switch to gate-all-around transistors coming this year, as well as the advent of backside power delivery likely in 2026, both Lam and Applied are set to see an expansion of their addressable market, since these innovations require more intense etch and deposition steps.Additionally, all of these meticulous manufacturing steps have to be measured for defects at every stage of the process. As the dominant market share leader in metrology and process control equipment, KLA should also see a benefit from TSMC's spending plans.Semiconductor capital equipment stocks are great long-term holds despite volatilityEach of these semiconductor equipment vendors are excellent buy-and-hold stocks for the long-term investor. Not only is each correlated to the dynamic semiconductor industry, which should grow above GDP for some time, but these companies are also highly profitable and return lots of cash to shareholders.The downside is that these stocks can also be highly volatile. After all, these names are down 20%-30% from their highs, and the semiconductor market hasn't even been in a traditional bear market.But while these names are cyclical, the chip industry should continue to innovate and make new highs over time. So for investors who can handle 40% or larger drawdowns every so often, these stocks should be on their buy list whenever they dip. Today's strong move off their recent six-month lull is illustration of that.","news_type":1,"symbols_score_info":{"QCOM":1.1,"INTC":1.1,"TXN":1.1,"AMAT":1.1,"NXPI":1.1,"GFS":1.1,"SMCI":1.1,"UMC":1.1,"UCTT":1.1,"MCHP":1.1,"AVGO":1.1,"AMD":1.1,"ASML":1.1,"SOX":1.1,"MU":1.1,"MRVL":1.1,"ARM":1.1,"TSM":1.1,"STM":1.1,"NVDA":1.1,"ON":1.1}},"isVote":1,"tweetType":1,"viewCount":1826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941232468,"gmtCreate":1680266389754,"gmtModify":1680270594980,"author":{"id":"3573462752270398","authorId":"3573462752270398","name":"Silentxgold","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573462752270398","idStr":"3573462752270398"},"themes":[],"htmlText":"Today's the day","listText":"Today's the day","text":"Today's the day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941232468","repostId":"1132989775","repostType":2,"repost":{"id":"1132989775","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1680261969,"share":"https://ttm.financial/m/news/1132989775?lang=en_US&edition=fundamental","pubTime":"2023-03-31 19:26","market":"us","language":"en","title":"GameStop Out Of \"Dirty Dozen\" List But Is A \"Melting Ice Cube:\" Why Whitney Tilson Sees Stock Returning To Pre-Meme Levels","url":"https://stock-news.laohu8.com/highlight/detail?id=1132989775","media":"Benzinga","summary":"ZINGER KEY POINTSGameStop returned to the black in the fourth quarter, thanks to refocusing efforts ","content":"<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>GameStop returned to the black in the fourth quarter, thanks to refocusing efforts and cost cuts.</p></li><li><p>Last week, Tilson removed it from his list of "must avoid" stocks and expressed his admiration for the management team.</p></li></ul><p>Former hedge fund manager <strong>Whitney Tilson, </strong>who recently removed electronics retailer <a href=\"https://laohu8.com/S/GME\">GameStop Corp.</a> from the “Dirty Dozen” list of stocks to avoid, chimed in on the meme stock yet again.</p><p style=\"text-align: start;\"><strong>What Happened: </strong>“What GameStop is doing is smart,” Tilson said, adding this was the reason why he removed it from the “Dirty Dozen” list.</p><p style=\"text-align: start;\">To support his argument, he referred to a Wall Street Journal story that said GameStop is shrinking its way to profitability after its not-so-successful attempt to become an “e-commerce juggernaut” and an “online marketplace” for buying and selling non-fungible, or NFT, tokens.</p><p>Billionaire <strong>Ryan Cohen, </strong>who runs the show at GameStop, has slowed the e-commerce push to focus on its roughly 4,400 brick-and-mortar stores, the report said. The company has also slashed costs, which allowed it to record its first profit in two years in the fourth quarter, it added.</p><p style=\"text-align: start;\"><strong>Risk Remains: </strong>Despite taking GameStop off the “must-avoid stocks” list, Tilson is still wary of it.</p><p>“That said, I think the most likely outcome is that the company is now back to where it was before the meme stock foolishness – a melting ice cube – which makes its $6.8 billion market cap look very rich,” the former fund manager said.</p><p style=\"text-align: start;\">He noted that GameStop shares trade at one times enterprise value to revenue compared to only 0.4% for bigger rival <strong>Best Buy, Inc. </strong>BBY. The latter, the analyst said, is a “much better-positioned” business.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop Out Of \"Dirty Dozen\" List But Is A \"Melting Ice Cube:\" Why Whitney Tilson Sees Stock Returning To Pre-Meme Levels</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop Out Of \"Dirty Dozen\" List But Is A \"Melting Ice Cube:\" Why Whitney Tilson Sees Stock Returning To Pre-Meme Levels\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-03-31 19:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>GameStop returned to the black in the fourth quarter, thanks to refocusing efforts and cost cuts.</p></li><li><p>Last week, Tilson removed it from his list of "must avoid" stocks and expressed his admiration for the management team.</p></li></ul><p>Former hedge fund manager <strong>Whitney Tilson, </strong>who recently removed electronics retailer <a href=\"https://laohu8.com/S/GME\">GameStop Corp.</a> from the “Dirty Dozen” list of stocks to avoid, chimed in on the meme stock yet again.</p><p style=\"text-align: start;\"><strong>What Happened: </strong>“What GameStop is doing is smart,” Tilson said, adding this was the reason why he removed it from the “Dirty Dozen” list.</p><p style=\"text-align: start;\">To support his argument, he referred to a Wall Street Journal story that said GameStop is shrinking its way to profitability after its not-so-successful attempt to become an “e-commerce juggernaut” and an “online marketplace” for buying and selling non-fungible, or NFT, tokens.</p><p>Billionaire <strong>Ryan Cohen, </strong>who runs the show at GameStop, has slowed the e-commerce push to focus on its roughly 4,400 brick-and-mortar stores, the report said. The company has also slashed costs, which allowed it to record its first profit in two years in the fourth quarter, it added.</p><p style=\"text-align: start;\"><strong>Risk Remains: </strong>Despite taking GameStop off the “must-avoid stocks” list, Tilson is still wary of it.</p><p>“That said, I think the most likely outcome is that the company is now back to where it was before the meme stock foolishness – a melting ice cube – which makes its $6.8 billion market cap look very rich,” the former fund manager said.</p><p style=\"text-align: start;\">He noted that GameStop shares trade at one times enterprise value to revenue compared to only 0.4% for bigger rival <strong>Best Buy, Inc. </strong>BBY. The latter, the analyst said, is a “much better-positioned” business.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132989775","content_text":"ZINGER KEY POINTSGameStop returned to the black in the fourth quarter, thanks to refocusing efforts and cost cuts.Last week, Tilson removed it from his list of \"must avoid\" stocks and expressed his admiration for the management team.Former hedge fund manager Whitney Tilson, who recently removed electronics retailer GameStop Corp. from the “Dirty Dozen” list of stocks to avoid, chimed in on the meme stock yet again.What Happened: “What GameStop is doing is smart,” Tilson said, adding this was the reason why he removed it from the “Dirty Dozen” list.To support his argument, he referred to a Wall Street Journal story that said GameStop is shrinking its way to profitability after its not-so-successful attempt to become an “e-commerce juggernaut” and an “online marketplace” for buying and selling non-fungible, or NFT, tokens.Billionaire Ryan Cohen, who runs the show at GameStop, has slowed the e-commerce push to focus on its roughly 4,400 brick-and-mortar stores, the report said. The company has also slashed costs, which allowed it to record its first profit in two years in the fourth quarter, it added.Risk Remains: Despite taking GameStop off the “must-avoid stocks” list, Tilson is still wary of it.“That said, I think the most likely outcome is that the company is now back to where it was before the meme stock foolishness – a melting ice cube – which makes its $6.8 billion market cap look very rich,” the former fund manager said.He noted that GameStop shares trade at one times enterprise value to revenue compared to only 0.4% for bigger rival Best Buy, Inc. BBY. The latter, the analyst said, is a “much better-positioned” business.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9941232468,"gmtCreate":1680266389754,"gmtModify":1680270594980,"author":{"id":"3573462752270398","authorId":"3573462752270398","name":"Silentxgold","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573462752270398","authorIdStr":"3573462752270398"},"themes":[],"htmlText":"Today's the day","listText":"Today's the day","text":"Today's the day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941232468","repostId":"1132989775","repostType":2,"repost":{"id":"1132989775","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1680261969,"share":"https://ttm.financial/m/news/1132989775?lang=en_US&edition=fundamental","pubTime":"2023-03-31 19:26","market":"us","language":"en","title":"GameStop Out Of \"Dirty Dozen\" List But Is A \"Melting Ice Cube:\" Why Whitney Tilson Sees Stock Returning To Pre-Meme Levels","url":"https://stock-news.laohu8.com/highlight/detail?id=1132989775","media":"Benzinga","summary":"ZINGER KEY POINTSGameStop returned to the black in the fourth quarter, thanks to refocusing efforts ","content":"<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>GameStop returned to the black in the fourth quarter, thanks to refocusing efforts and cost cuts.</p></li><li><p>Last week, Tilson removed it from his list of "must avoid" stocks and expressed his admiration for the management team.</p></li></ul><p>Former hedge fund manager <strong>Whitney Tilson, </strong>who recently removed electronics retailer <a href=\"https://laohu8.com/S/GME\">GameStop Corp.</a> from the “Dirty Dozen” list of stocks to avoid, chimed in on the meme stock yet again.</p><p style=\"text-align: start;\"><strong>What Happened: </strong>“What GameStop is doing is smart,” Tilson said, adding this was the reason why he removed it from the “Dirty Dozen” list.</p><p style=\"text-align: start;\">To support his argument, he referred to a Wall Street Journal story that said GameStop is shrinking its way to profitability after its not-so-successful attempt to become an “e-commerce juggernaut” and an “online marketplace” for buying and selling non-fungible, or NFT, tokens.</p><p>Billionaire <strong>Ryan Cohen, </strong>who runs the show at GameStop, has slowed the e-commerce push to focus on its roughly 4,400 brick-and-mortar stores, the report said. The company has also slashed costs, which allowed it to record its first profit in two years in the fourth quarter, it added.</p><p style=\"text-align: start;\"><strong>Risk Remains: </strong>Despite taking GameStop off the “must-avoid stocks” list, Tilson is still wary of it.</p><p>“That said, I think the most likely outcome is that the company is now back to where it was before the meme stock foolishness – a melting ice cube – which makes its $6.8 billion market cap look very rich,” the former fund manager said.</p><p style=\"text-align: start;\">He noted that GameStop shares trade at one times enterprise value to revenue compared to only 0.4% for bigger rival <strong>Best Buy, Inc. </strong>BBY. The latter, the analyst said, is a “much better-positioned” business.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop Out Of \"Dirty Dozen\" List But Is A \"Melting Ice Cube:\" Why Whitney Tilson Sees Stock Returning To Pre-Meme Levels</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop Out Of \"Dirty Dozen\" List But Is A \"Melting Ice Cube:\" Why Whitney Tilson Sees Stock Returning To Pre-Meme Levels\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-03-31 19:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>GameStop returned to the black in the fourth quarter, thanks to refocusing efforts and cost cuts.</p></li><li><p>Last week, Tilson removed it from his list of "must avoid" stocks and expressed his admiration for the management team.</p></li></ul><p>Former hedge fund manager <strong>Whitney Tilson, </strong>who recently removed electronics retailer <a href=\"https://laohu8.com/S/GME\">GameStop Corp.</a> from the “Dirty Dozen” list of stocks to avoid, chimed in on the meme stock yet again.</p><p style=\"text-align: start;\"><strong>What Happened: </strong>“What GameStop is doing is smart,” Tilson said, adding this was the reason why he removed it from the “Dirty Dozen” list.</p><p style=\"text-align: start;\">To support his argument, he referred to a Wall Street Journal story that said GameStop is shrinking its way to profitability after its not-so-successful attempt to become an “e-commerce juggernaut” and an “online marketplace” for buying and selling non-fungible, or NFT, tokens.</p><p>Billionaire <strong>Ryan Cohen, </strong>who runs the show at GameStop, has slowed the e-commerce push to focus on its roughly 4,400 brick-and-mortar stores, the report said. The company has also slashed costs, which allowed it to record its first profit in two years in the fourth quarter, it added.</p><p style=\"text-align: start;\"><strong>Risk Remains: </strong>Despite taking GameStop off the “must-avoid stocks” list, Tilson is still wary of it.</p><p>“That said, I think the most likely outcome is that the company is now back to where it was before the meme stock foolishness – a melting ice cube – which makes its $6.8 billion market cap look very rich,” the former fund manager said.</p><p style=\"text-align: start;\">He noted that GameStop shares trade at one times enterprise value to revenue compared to only 0.4% for bigger rival <strong>Best Buy, Inc. </strong>BBY. The latter, the analyst said, is a “much better-positioned” business.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132989775","content_text":"ZINGER KEY POINTSGameStop returned to the black in the fourth quarter, thanks to refocusing efforts and cost cuts.Last week, Tilson removed it from his list of \"must avoid\" stocks and expressed his admiration for the management team.Former hedge fund manager Whitney Tilson, who recently removed electronics retailer GameStop Corp. from the “Dirty Dozen” list of stocks to avoid, chimed in on the meme stock yet again.What Happened: “What GameStop is doing is smart,” Tilson said, adding this was the reason why he removed it from the “Dirty Dozen” list.To support his argument, he referred to a Wall Street Journal story that said GameStop is shrinking its way to profitability after its not-so-successful attempt to become an “e-commerce juggernaut” and an “online marketplace” for buying and selling non-fungible, or NFT, tokens.Billionaire Ryan Cohen, who runs the show at GameStop, has slowed the e-commerce push to focus on its roughly 4,400 brick-and-mortar stores, the report said. The company has also slashed costs, which allowed it to record its first profit in two years in the fourth quarter, it added.Risk Remains: Despite taking GameStop off the “must-avoid stocks” list, Tilson is still wary of it.“That said, I think the most likely outcome is that the company is now back to where it was before the meme stock foolishness – a melting ice cube – which makes its $6.8 billion market cap look very rich,” the former fund manager said.He noted that GameStop shares trade at one times enterprise value to revenue compared to only 0.4% for bigger rival Best Buy, Inc. BBY. The latter, the analyst said, is a “much better-positioned” business.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":1678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":393366456029744,"gmtCreate":1737074943730,"gmtModify":1737078642399,"author":{"id":"3573462752270398","authorId":"3573462752270398","name":"Silentxgold","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573462752270398","authorIdStr":"3573462752270398"},"themes":[],"htmlText":"C .","listText":"C .","text":"C .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/393366456029744","repostId":"2504928510","repostType":2,"repost":{"id":"2504928510","kind":"highlight","pubTimestamp":1737072532,"share":"https://ttm.financial/m/news/2504928510?lang=en_US&edition=fundamental","pubTime":"2025-01-17 08:08","market":"us","language":"en","title":"Why Semiconductor Equipment Stocks Applied Materials, Lam Research, and KLA Corp. Rallied Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2504928510","media":"Motley Fool","summary":"TSMC's massive growth and guidance for capital expenditures lit a fire under these stocks today.Each of these names is down by 20% to 32% from their summer highs.Long-term investors would be wise to own these names through their cycles for the long term.Shares of semiconductor equipment giants rallied big on Thursday, with Applied Materials , Lam Research , and KLA Corporation jumping 4.5%, 4%, and 4.3%.These three stocks collectively account for much of the large oligopoly in semiconductor equipment, and each stock has had excellent long-term returns as a result. However, the near-term picture hasn't been as good, with each down between 20% and 32% from their summer highs.But could that pullback be ending as of today?","content":"<div>\n<p>TSMC's massive growth and guidance for capital expenditures lit a fire under these stocks today.Each of these names is down by 20% to 32% from their summer highs.Long-term investors would be wise to ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/01/16/why-applied-materials-lam-research-and-kla-rallied/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Semiconductor Equipment Stocks Applied Materials, Lam Research, and KLA Corp. Rallied Thursday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Semiconductor Equipment Stocks Applied Materials, Lam Research, and KLA Corp. Rallied Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-17 08:08 GMT+8 <a href=https://www.fool.com/investing/2025/01/16/why-applied-materials-lam-research-and-kla-rallied/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TSMC's massive growth and guidance for capital expenditures lit a fire under these stocks today.Each of these names is down by 20% to 32% from their summer highs.Long-term investors would be wise to ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/01/16/why-applied-materials-lam-research-and-kla-rallied/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0444971666.USD":"天利全球科技基金","SG9999002232.USD":"Allianz Global High Payout USD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1989763005.USD":"东方汇理教育基金A2 Acc","BK4543":"AI","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","SG9999002224.SGD":"Allianz Global High Payout SGD","QCOM":"高通","INTC":"英特尔","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","ASML":"阿斯麦","SMCI":"超微电脑","BK4534":"瑞士信贷持仓","ARM":"ARM Holdings","UMC":"联电","MCHP":"微芯科技","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","GFS":"GLOBALFOUNDRIES Inc.","SOX":"费城半导体指数","TXN":"德州仪器","BK4159":"经销商","AMAT":"应用材料","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4544":"ARK ETF合集","NXPI":"恩智浦","AVGO":"博通","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","TSM":"台积电","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","AMD":"美国超微公司","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","NVDA":"英伟达","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","MRVL":"迈威尔科技","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4519":"光伏太阳能","BK4518":"OLED概念","MU":"美光科技","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","STM":"意法半导体","BK4147":"半导体设备","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","ON":"安森美半导体","UCTT":"超科林半导体","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc"},"source_url":"https://www.fool.com/investing/2025/01/16/why-applied-materials-lam-research-and-kla-rallied/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2504928510","content_text":"TSMC's massive growth and guidance for capital expenditures lit a fire under these stocks today.Each of these names is down by 20% to 32% from their summer highs.Long-term investors would be wise to own these names through their cycles for the long term.Shares of semiconductor equipment giants rallied big on Thursday, with Applied Materials (AMAT), Lam Research (LRCX), and KLA Corporation (KLAC) jumping 4.5%, 4%, and 4.3%.These three stocks collectively account for much of the large oligopoly in semiconductor equipment, and each stock has had excellent long-term returns as a result. However, the near-term picture hasn't been as good, with each down between 20% and 32% from their summer highs.But could that pullback be ending as of today? On Thursday, these stocks got a big boost following Taiwan Semiconductor Manufacturing's (TSM 3.97%) fourth-quarter earnings release in which TSMC forecast higher-than-expected capital expenditures for the coming year, supporting what it sees as a massive five-year growth cycle ahead.TSMC's spending-paloozaTSMC is the most important manufacturer in the semiconductor manufacturing industry by far. While other chip manufacturers are trying to catch up with this market leader, TSMC currently has a near-monopoly on today's leading-edge semiconductor production, supporting the world's biggest chip designers, from Nvidia to Apple.Thus, while these companies also have large memory businesses, a lot of their logic revenue comes from TSMC. And again, these stocks were down since summer as investors have come to wonder about the sustainability of the AI buildout. Additionally, non-AI semiconductor markets in PCs and smartphones have been somewhat lackluster.However, TSMC's commentary on the future likely put many concerns to rest. TSMC management now predicts a near-20% compound annual growth rate (CAGR) for revenue over the next five years, from 2025-2029. Unsurprisingly, that overall outlook is bolstered by a predicted mid-40% annual CAGR for AI accelerators. TSMC noted that AI chips accounted for almost a mid-teens percentage of overall revenue in 2024, with that percentage set to increase significantly.That growth of course will need to be supported by new semiconductor equipment, and TSMC forecasts reaccelerating its capital expenditures in the coming year to between $38 billion and $42 billion. That's up a significant 33% at the midpoint over the amount spent in 2024, and also well above the prior annual peak of $36.3 billion spent in 2022.Needless to say, a 33% increase in capital expenditures bodes well for Applied, Lam, and KLA. Applied and Lam both make critical etch and deposition equipment for laying down and stripping away transistor materials. Because of the switch to gate-all-around transistors coming this year, as well as the advent of backside power delivery likely in 2026, both Lam and Applied are set to see an expansion of their addressable market, since these innovations require more intense etch and deposition steps.Additionally, all of these meticulous manufacturing steps have to be measured for defects at every stage of the process. As the dominant market share leader in metrology and process control equipment, KLA should also see a benefit from TSMC's spending plans.Semiconductor capital equipment stocks are great long-term holds despite volatilityEach of these semiconductor equipment vendors are excellent buy-and-hold stocks for the long-term investor. Not only is each correlated to the dynamic semiconductor industry, which should grow above GDP for some time, but these companies are also highly profitable and return lots of cash to shareholders.The downside is that these stocks can also be highly volatile. After all, these names are down 20%-30% from their highs, and the semiconductor market hasn't even been in a traditional bear market.But while these names are cyclical, the chip industry should continue to innovate and make new highs over time. So for investors who can handle 40% or larger drawdowns every so often, these stocks should be on their buy list whenever they dip. Today's strong move off their recent six-month lull is illustration of that.","news_type":1,"symbols_score_info":{"QCOM":1.1,"INTC":1.1,"TXN":1.1,"AMAT":1.1,"NXPI":1.1,"GFS":1.1,"SMCI":1.1,"UMC":1.1,"UCTT":1.1,"MCHP":1.1,"AVGO":1.1,"AMD":1.1,"ASML":1.1,"SOX":1.1,"MU":1.1,"MRVL":1.1,"ARM":1.1,"TSM":1.1,"STM":1.1,"NVDA":1.1,"ON":1.1}},"isVote":1,"tweetType":1,"viewCount":1826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
