This week I want to evaluate one of AMD’s main competitors in Nvidia. Much like AMD, Nvidia’s stock price has… Read more: Nvidia (NVDA) Valuation (vs. AMD)

Our first couple posts focused on the front end of the semiconductor supply chain with Applied Materials (AMAT) and LAM… Read more: Advanced Micro Devices (AMD) Valuation

Last week we dove into Applied Materials (AMAT) to determine an estimated target price per share.  This week, I want… Read more: LAM Research (LCRX) Valuation (vs AMAT)

Have you ever wondered where those price targets you see listed on Yahoo Finance or talked about on CNBC come… Read more: Applied Materials (AMAT) Valuation