✉news TechnologySemiconductors first seen 3 d ago, last 17 h ago, peak #24
Mizuho Sees More Memory Chip Gains, Flags Equipment Next
Original: Mizuho Says Memory Upside Has More Room To Run — Sees Chip Equipment As The Next Opportunity
Mizuho analysts say memory chips still have upside ahead, with demand momentum leaving room for further gains, and are now pointing investors toward semiconductor equipment makers as the next opportunity in the sector. The note has drawn attention from traders tracking the chip cycle, as memory stocks have already rallied and investors are looking for where the next wave of spending will land.
Why now: Investors are weighing where to position next in the ongoing semiconductor rally, and a major bank's call on equipment stocks offers a fresh angle.
Mizuhosemiconductor equipment makersmemory chip sector
Rank over time, top of the chart is #1. 5 snapshots from 23 h ago to 17 h ago.
Evidence
- Mizuho Says Memory Upside Has More Room To Run — Sees Chip Equipment As The Next Opportunity · Stocktwits
API: https://socialmediatrends-api.osmike.com/v1/trends/657383