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Semiconductors - Seriously Overvalued

|Includes: ADI, AVGO, Intel Corporation (INTC), LLTC, NVDA, QCOM, XLNX


Back in 2009, I published a list of five stocks that will survive the Nuclear Winter of discontent.  Survive? Hell yes! They thrived, were acquired and trounced the market

The list was short.  Read

The stocks were Intel, Linear (acquired by ADI), nVidia, SanDisk (Acquired by WDC) and Broadcom (acquired by Avago/Broadcom)

Link to the Older article Part-I

Link To the Older Article Part II

At this point in time, with the exception of Intel and Qualcomm, I'd be hard pressed to find a reasonably priced semiconductor stock that can stand the test of the impending volatility in technology and the market.

There are a few other that are either reasonably valued, or will likely be acquired. On the top of the list is Xilinx (I've worked in Programmable Logic, and have four issued patents in Programmable Logic)

I am staking the reputation I built with a minimal number of ultra-high quality articles. Semis are in general seriously overvalued, and a substantial (50%) correction is impending.  In the course of the next week, I will write at length. Any input(s) will be appreciated

Disclosure: I/we have no positions in any stocks mentioned, but may initiate a long position in QCOM over the next 72 hours.