Justin Sullivan Intel’s (NASDAQ: INTC ) sentiment has been everything but good. The stock is down more than 60% from all-time highs and has almost reached a decade low. The semiconductor industry’s profitability sank in the latest quarters, as demand for electronic goods saw a slump. Only few, like Super Micro Computer ( SMCI ), that are specialists in high demand sectors are able to hold their pricing power. Data by YCharts Crashing earnings definitely look scary and most investors have already ran for the hills. Therefore, great opportunities rise for value investments in the semiconductor industry. Intel is currently one of the most "hated" companies, which makes it much more interesting to go bottom fishing. The average investor is a short term thinker and it is easy to take advantage of that. Although the semiconductor market is hurting right now, it is still expected to grow enormously over the next decade. McKinsey & Company In addition, downward cycles are nothing new in the industry and are often followed by massive spending. Historically, a return to higher sales is quite rapidly. Big investments in manufacturing are being made to ensure there is enough supply for the next upward cycle, […]
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
