Semiconductors / AI Compute

8 companies · equal-weighted basket and peer medians.

1M basket

+34.61%

3M basket

+44.72%

YTD basket

+55.87%

1Y basket

+143.03%

Equal-weighted, normalized to first day

Cross-sectional reference for category members

P/E

54.8×

Fwd P/E

27.9×

P/S

19.2×

EV/S

19.2×

EV/EBITDA

51.0×

Rev YoY

+32.30%

Gross M

+60.16%

Op M

+40.48%

FCF M

—

Detail for all 8 companies in Semiconductors / AI Compute

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Ticker	Mcap	1D	YTD	1Y	EV/S	Rev YoY	OpM	Opp	Class
NVDANVIDIA	$5.47T	+2.29%	+21.10%	+73.85%	25.2×	+73.20%	+65.02%	63	Fair
AVGOBroadcom	$1.97T	-0.60%	+20.68%	+80.78%	29.7×	+29.50%	+44.94%	39	Weak
AMDAMD	$726.43B	-0.62%	+108.02%	+296.14%	19.2×	+37.80%	+14.40%	39	Weak
TSMTaiwan Semiconductor	$2.07T	+0.63%	+31.93%	+108.65%	2.0×	+35.10%	+58.10%	62	Fair
ASMLASML	$609.57B	+3.99%	+48.35%	+108.66%	17.9×	+13.20%	+36.02%	37	Weak
ARMArm Holdings	$235.37B	+6.39%	+102.37%	+74.62%	49.6×	+20.10%	+29.60%	21	Overpriced
MUMicron Technology	$906.28B	+4.83%	+181.69%	+731.07%	15.5×	+196.30%	+67.62%	81	Underpriced
MRVLMarvell Technology	$155.61B	+8.18%	+109.66%	+172.50%	19.2×	+22.10%	+18.66%	37	Weak

Slug: semiconductors