Please log in or sign up to get more functionality and access your account. Unlike the results shown in an actual performance record, these results do not represent actual trading. RocketLeague Esports VODs 3,312 views. Believing the Numbers: The Implications of a Biden Landslide, A Second Miracle: The Consequences of a Trump Victory, #TradeTalks: Sector and Stock Performance Will Adapt to the Policies of the Presidential Winner, Investing Strategies: Horizon Therapeutics CEO, Chegg CFO, O'Neil Investment Strategist Share Insights, Markets Will Stay Choppy in Short-Term: Robeco’s Fedeli, #TradeTalks: How U.S. National Elections Impact the Markets, American Airlines (AAL) Stock Still Worth $18, Says Analyst, Why Apple (AAPL) Could Beat Earnings Estimates Again, Dow Jones Tumbles 850 Points on Pandemic Fears; Microsoft Stock Sinks After Strong Earnings; Boeing Announces Layoffs, var dom1 = document.querySelector('#form1783 #field1');var field1 = new LiveValidation(dom1, {validMessage: "", onlyOnBlur: false, wait: 300});field1.add(Validate.Presence, {failureMessage:"This field is required"});field1.add(Validate.Format, {pattern: /^([^@\s]+)@((?:[-a-z0-9]+\. node.dataset.value : node.getAttribute('data-value'); if (selectedValue) { for (var j = 0; j < node.options.length; j++) { if(node.options[j].value === selectedValue) { node.options[j].selected = 'selected';break;}}}}}, For a complete list of holdings, visit the SMH Holdings page », learn more about the 200 day moving average », Top Ten Highest Yielding Preferred Stocks, 5 Metals Stocks You Can Buy Cheaper Than Insiders Did, Today's Most Active Call & Put Options of the S&P 500, Do Not Sell My Personal Information (CA Residents Only). Recently, chips have gotten so small and densely packed that it has made their manufacturing increasingly difficult. © 2020, Nasdaq, Inc. All Rights Reserved. And NVIDIA continues to widen its moat under founder and CEO Jensen Huang, who continually reinvests in better and better GPUs, such as the company's brand-new AI A100 chip unveiled in May. Let's conquer your financial goals together...faster. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ». All backtests are performed using 100% margin (leverage 1:1). CEO Peter Winnick said: With significant work-from-home and remote learning activities continuing, segments such as data center and communication infrastructure continue to be strong. See you at the top! Here's how these three companies have built and maintained these killer advantages, and why they should continue winning in 2020 and beyond. Clearly, NVIDIA's formidable position in these in-demand segments gives it a killer advantage to survive the COVID-19 pandemic and thrive on the other side. Robert Maire, of Semiconductor Advisors, estimates ASML has sold out their production capacity for this year of 12 EUV machines. Simulated, backtested or hypothetical stock trading systems in general are also subject to the fact that they are designed with the benefit of hindsight. This first-mover, interconnected walled garden platform provides a strong "moat" for NVIDIA compared with other competitive chips that may be more easily interchangeable. These factors would affect actual trading results. We are interested in some key statistical properties (like β, ...) and in analysing orthogonal residuals: In this section, Engle-Granger cointegration test is performed using OLS regression method in both directions. While the COVID-19 pandemic is clearly weighing on demand for certain tech products, the 5G and AI races are proving to be sectors in which everyone is still competing, and demand for these leading-edge products isn't slowing down. Market data powered by FactSet and Web Financial Group. Much of the credit goes to another company with its own killer advantage: ASML Holdings. Image source: Getty Images. As it turns out, GPUs are ideally suited to the accelerated computing capabilities for AI that can't be achieved with typical CPU processors alone. Three tech stocks with formidable moats. On top of that, these three companies also have deep competitive advantages over rivals that have made them truly unstoppable stocks. That's based on the estimate that ASML … No representation is being made that you will or is likely to achieve profits or losses similar to these being shown. That means leading-edge nodes enabled by ASML's EUV technology should see consistent demand, pulling ASML's stock along with it. )+[a-z]{2,})$/i, failureMessage: "A valid email address is required"});var dom2 = document.querySelector('#form1783 #field2');var field2 = new LiveValidation(dom2, {validMessage: "", onlyOnBlur: false, wait: 300});field2.add(Validate.Presence, {failureMessage:"This field is required"});var dom11 = document.querySelector('#form1783 #field11');var field11 = new LiveValidation(dom11, {validMessage: "", onlyOnBlur: false, wait: 300});field11.add(Validate.Custom, {against: function(value) {return !value.match(/(telnet|ftp|https?):\/\/(?:[a-z0-9][a-z0-9-]{0,61}[a-z0-9]\.|[a-z0-9]\. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). TSM: Taiwan Semiconductor Mfg. BNK Invest BNK Invest Published. Another stock that has skyrocketed in spite of the pandemic is NVIDIA. L ooking today at week … Amid the coronavirus recession, smartphone units are expected to decline by the mid-teens for 2020. Each of these companies plays in some of the best long-term growth markets of 5G and artificial intelligence (AI) computing. The Ascent is The Motley Fool's new personal finance brand devoted to helping you live a richer life. EUV is so important because it dramatically cuts down the number of manufacturing steps -- which can number in the hundreds -- that are needed to produce tiny chips with billions of transistors. TSM now anticipates growing its revenue by over 20% this year, above last quarter's full-year guidance of mid- to high teens. Demand for consumer-related electronics, for example, smartphones may be under some near term stress due to the economic impact from COVID and our customers indicate they see continued strength in end markets requiring advanced nodes. Once again, NVIDIA is defying the COVID-19 recession because of its competitive advantages within key segments that are doing well in the pandemic:  video games and AI computing. Returns as of 11/03/2020. NVIDIA emerged as a leader in graphics chips (GPUs) in the early 2000s, and 20 years and $20 billion in research and development investment later, it's a lead that the company still maintains to this day. Co. Ltd. (ADR) Technology: NYSE: 227010: 0.95: 5115.13: 43.63: 7550000: 8130000: ASML: ASML Holding N.V. (ADR) Technology: NASDAQ: 92480: 1.22: 384.23: 196.21: 1010000: 821954 I love looking at the "story" behind investments from an interdisciplinary point of view, with an equal appetite for high-growth disruptors and beaten-down value names. Yes! Backtested performance does not represent actual performance and should not be interpreted as an indication of such performance. Among the largest underlying components of SMH, in trading today Taiwan Semiconductor Manufacturing Co., Ltd. (Symbol: TSM) is up about 0.1%, Texas Instruments Inc. (Symbol: TXN) is down about 0.7%, and ASML Holding NV (Symbol: ASML) is lower by about 0.7%. However, in 2006, NVIDIA developed its CUDA platform -- a single architecture that combines hardware, software, and algorithms, which opens up GPUs to the capabilities of parallel processing other forms of data besides visual graphics. Cumulative Growth of a $10,000 Investment in Stock Advisor, These 3 Stocks Have a Killer Advantage @themotleyfool #stocks $NVDA $TSM $ASML $INTC. What Should Investors Do If Biden Wins The Election? View and compare TSM.TW,INTC,NVDA,AMD,ASML,MU,LRCX,TXN,QCOM,AMAT on Yahoo Finance. Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. I would like to receive Nasdaq communications related to Products, Industry News and Events.You can always change your preferences or unsubscribe and your contact information is covered by our Privacy Policy. BNK Invest owns and operates a market news family of websites including DividendChannel, ETFChannel, StockOptionsChannel, and others, which make up an investor community featuring stock message boards, ratings, research, and strategies. NVIDIA and AMD Shouldn't Worry About Intel's Discrete GPUs, Copyright, Trademark and Patent Information. Stock Advisor launched in February of 2002. Mostly useful for trading pairs composed of an inverse ETF in order to stay market-neutral (more info). In 2020, ASML's share will increase to 22.8% while Applied's share will stay at 19.3%. ASML is the sole provider of extreme ultraviolet lithography (EUV), a technology that was 20 years in the making with no certainty any company would ever get it right. All material presented within is not to be regarded as investment advice, but for general informational purposes only. nodes[i].dataset.subscription : nodes[i].getAttribute('data-subscription'); if(status ==='true') {nodes[i].checked = true;}}};var nodes = document.querySelectorAll('#form1783 select[data-value]'); if (nodes) { for (var i = 0; i < nodes.length; i++) { var node = nodes[i]; var selectedValue = node.dataset ? Due to the opening back up of the supply chain, ASML saw a 35% growth over the first quarter, and had every shipment been recognized within the quarter, quarter-over-quarter revenue growth would have been an even greater 50%.

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