Solid Long-term Prospects in Semis: Buy NVIDIA and Hold STMicroelectronics

Companies in the Semiconductor – General industry are at the forefront of the ongoing technological revolution based on HPC, AI, electrified and automated driving, IoT and so forth. The semiconductors they produce enable the cloud to function and help analyze data into actionable insights that can be used by companies to operate more efficiently. Therefore, the long-term outlook can only be considered bright. In the immediate future, however, challenges appear to be mounting. While geopolitical instability ...