Articles tagged as


  • Signal from Noise
June 24, 2020

– Internet of Things LT growth bodes well for semi-conductor equipment maker growth – LRCX and AMAT shares near highs but at relatively undemanding valuation multiples – As new IoT demand materializes—autos, healthcare—stocks could rise 25% or more In the previous Signal From Noise (June...

Lam Research, Applied Materials Set To Reap IoT Harvest
  • Signal from Noise
June 17, 2020

Continued IoT Growth Good News for Nordic Semiconductor

– Nordic Semi launched 2020 suite of new products that should help accelerate growth – Mid-teens sales growth could rise to 20%; stock undervalued vs peers on EV/sales – Growth could propel EBITDA margin to 19% from 14% and stock by up to 50% The arrival of the coronavirus (COVID-19)...

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