Technical shares increased in 2024. Technical sector may have made a break in the last few weeks but Nasdaq composite(Nasdaqindex: ^ixix) The market index is still hovering just below the record maximum he has achieved in December.
But high stock prices have not reached every corner of the technology market. Several legendary leaders of the industry trade with significant discounts on its 52-week peaks. Read to see why you should deeper look at the semiconductor veterans Micron technology(NASDAQ: MU) and Intelligence(NASDAQ: INTC) right now.
Micron has great benefits from the boom of artificial intelligence (AI). Specifically, systems used for training or work Generative AI Tools require a lot of memory.
This is true even for Deepseek, a large linguistic model (llm) known for low hardware costs. ACcelerator AI Accelerator cards that run the latest version of the Deepseek V3 need more than 1.5 terabytes (TB) high -speed video (VRAM) video. Lighter models can be managed from a wireless laptop, but even lower quality Deepseek V2 236B must have more than half a TB video memory. It is kind of difficult to fit into one system, especially a laptop. The largest laptop modules on sale are charged today at 48 gigabytes (GB), while servers can get their digital hands on 256-GB cards.
And this is a resource generative AI system. A more ambitious models such as Openi Chatgpt use multiple power processing orders – and memory. And these solutions with great iron do not disappear. Remember, a lighter Deepseek system is only possible because it can get into the business already done by Beefier Solutions.
So Micron’s stock fell together with AI designer accelerator Nvidia(NASDAQ: NVDA) When Deepseek hit the world stage in January. In fact, Micron’s shares took a deeper hairstyle than Nvidia. And the stock is probably undervalued ago Deepseek discount.
Today, the shares change to just 9 times the money earnings forward, Finviz states. These estimates are about 50% more optimistically than the current running rate for earnings, in relation to which Micro trades at 13x multiple. In view of that The administration expects “Significant revenue records” and much better profitability in only the initial fiscal 2025, this seems like a reasonable assumption.
The sale increased by 84% compared to the latest earning report, while the bottom line was demolished from a strong loss to a solid net profit. Micron is on the way to achieve a strong growth in 2025, and the price price does not yet reflect this bull reality.
Intel is a different story. The veteran semiconductor undergoes many changes, losing a market share of longtime rivals of Nvidia and Advanced micro devices(NASDAQ: AMD)And starting a expensive shift strategy in a temporary managerial team. There are a lot, even for world class innovators with deep pockets.
But Intel, the situation is less difficult than its shares suggest. Intel shares trade only with hair above the book value, and the estimate is usually reserved for companies on the verge of bankruptcy. But Intel is nothing similar. This is still the leading manufacturer of the server processor and the PC system, not to mention his respectable Gauda line AI accelerator. And in the next four to five years, his strategy should result in a worldwide meadow chips located mainly on American soil.
It’s a promising position. Taiwanese semiconductor product(Nyse: tsm) is a global leader in the industry today. His stock was worth almost 8 times more than a huge book value. I am not saying that Intel will reconcile that ratio of evaluation in a few years, but it certainly deserves a higher figure than the ticket assignment ratio it gets today.
Yes, many things will have to go right because Intel explores a completely different strategy. Many future success of the company depends on finding the right executive director for a permanent sharp strategy. As said, the Intel caliber industrial legend should have no problem finding a top -notch talent talent. Who would not like to be known as the leader who turned Intel’s wealth and created an incomparable US chip factory?
So Intel is a risky bet, but I’m glad I made at this price. In fact, I bought more Intel’s shares a few weeks ago, and I’m still interested in grabbing a little longer.
Have you ever felt like you missed the ship in buying the most successful stocks? Then you will want to hear it.
On rare occasions, our expert team of analyst issues “Double” supplies Recommendation to companies they think will appear soon. If you are worried that you have already missed the opportunity to invest, now is the best time to buy before it is too late. And numbers speak for themselves:
Nvidia:If you invested $ 1,000 when we doubled in 2009,you would have $ 360,040!*
Apple: If you invested $ 1,000 when we doubled in 2008, You would have $ 46,374!*
Netflix: If you invested $ 1,000 when we doubled in 2004, you would have $ 570,894!*
We are currently releasing “double down” warnings for three incredible companies, and maybe there will be no other chance like this.
Anders bylund There are positions in Intel, Micron Technology and Nvidia. Motley Fool has positions and recommends advanced micro devices, Intel, Nvidia and Taiwan Semiconductor Manufacturing. Motley Fool recommends the following options: short February 2025. $ 27 calls to Intel. Motley Fool has disclosure rules.
