Top 2025 Semiconductor Trades: Buy NVIDIA & TSM, Skip AMD
Portfolio Pulse from
The global semiconductor market is expected to grow in 2025, with NVIDIA (NVDA) and TSMC (TSM) recommended as buys due to their substantial gains. AMD, however, is advised against due to its poor performance.
January 24, 2025 | 9:15 pm
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NEGATIVE IMPACT
AMD is advised against for 2025 due to its poor performance in the semiconductor market.
AMD has not performed well, making it a less favorable investment compared to NVIDIA and TSMC in the growing semiconductor market.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
NVIDIA is recommended as a buy for 2025 due to its substantial gains in the semiconductor market.
NVIDIA has been experiencing substantial gains, making it a recommended buy for 2025 as the semiconductor market expands.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
TSMC is recommended as a buy for 2025 due to its strong performance in the semiconductor market.
TSMC has shown substantial gains, making it a favorable investment as the semiconductor market is set to grow in 2025.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80