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Re:Ask HN: What will be the stock of the 2020s? by derision on Friday December 27, 2019 @09:28AM (#21891468)
AMD and many other semiconductors. I'm up 500% on my semiconductor portfolio and it's still early, there's a lot of emerging smaller companies getting involved now, from FPGAs to potential x86 competitors. The foundries and supply chain are doing great too
Re:Ask HN: What will be the stock of the 2020s? by PascLeRasc on Friday December 27, 2019 @11:45AM (#21892326)
I'm putting together a spreadsheet of semiconductor and other hardware manufacturing stocks and weighting them by Glassdoor rankings of company culture, those will be my long-term picks. So far Analog Devices and Cirrus Logic are looking very strong. And Apple of course.
Re:Ask HN: What will be the stock of the 2020s? by derision on Friday December 27, 2019 @01:02PM (#21892937)
I've been building a position in Lattice since $6, it's $19 today. Jim Anderson left AMD to be CEO there. I bought on the chance there's a future merge/acquisition but they're doing great work regardless
Re:Ask HN: What will be the stock of the 2020s? by PascLeRasc on Friday December 27, 2019 @03:14PM (#21894171)
Wow, you might be right, but I've never seen a P/E ratio that high (125). Do you think it might be due for a correction?
Re:Ask HN: What will be the stock of the 2020s? by stuwon on Friday December 27, 2019 @02:37PM (#21893807)
What are your thoughts on the near Canyon Bridge acquisition and Trump block?
Re:Ask HN: What will be the stock of the 2020s? by purplezooey on Friday December 27, 2019 @03:48PM (#21894500)
Except much of this is fake and suffers from selection bias.
Re:Ask HN: What will be the stock of the 2020s? by PascLeRasc on Friday December 27, 2019 @09:01PM (#21896540)
Welcome to speculation.