Why Mizuho Thinks Now's The Time To Be "Defensive And Selective" In Semis

Vijay Rakesh looks at some of Mizuho's calls in the semis, with names like Microchip Technology, Nvidia, NXP Semiconductor, and Seagate Technology. He notes that after a 150% move in the SOX, it would be timely to be more "defensive and selective". He now likes the rotation into WFE, 5G handsets, and memory where growth could accelerate in the second half of 2021.

ON AIR
7:00 am
Futures
12:00 am
Your First Trade
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1:00 am
Fast Market
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2:00 am
Virtual Trade
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2:30 am
Virtual Trade
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3:00 am
Virtual Trade
REPLAY
3:30 am
Virtual Trade
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4:00 am
Market Overtime
REPLAY
4:30 am
Fast Market
REPLAY
5:30 am
Your First Trade
REPLAY
6:30 am
Market Overtime
REPLAY
ON AIR
7:00 am
Futures
8:00 am
Morning Trade Live
10:00 am
Fast Market
11:00 am
Your First Trade
12:00 pm
The Watch List
1:00 pm
Mid-Day Trade
1:30 pm
MID-DAY Movers
2:00 pm
Market On Close
4:00 pm
Market Overtime
4:30 pm
Fast Market
REPLAY
5:30 pm
Your First Trade
REPLAY
6:30 pm
Market Overtime
REPLAY
7:00 pm
Fast Market
REPLAY
8:00 pm
Your First Trade
REPLAY
9:00 pm
Market Overtime
REPLAY
9:30 pm
Fast Market
REPLAY
10:30 pm
Your First Trade
REPLAY
11:30 pm
Market Overtime
REPLAY

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Why Mizuho Thinks Now's The Time To Be "Defensive And Selective" In Semis

Vijay Rakesh looks at some of Mizuho's calls in the semis, with names like Microchip Technology, Nvidia, NXP Semiconductor, and Seagate Technology. He notes that after a 150% move in the SOX, it would be timely to be more "defensive and selective". He now likes the rotation into WFE, 5G handsets, and memory where growth could accelerate in the second half of 2021.

ON AIR
7:00 am
Futures
12:00 am
Your First Trade
REPLAY
1:00 am
Fast Market
REPLAY
2:00 am
Virtual Trade
REPLAY
2:30 am
Virtual Trade
REPLAY
3:00 am
Virtual Trade
REPLAY
3:30 am
Virtual Trade
REPLAY
4:00 am
Market Overtime
REPLAY
4:30 am
Fast Market
REPLAY
5:30 am
Your First Trade
REPLAY
6:30 am
Market Overtime
REPLAY
ON AIR
7:00 am
Futures
8:00 am
Morning Trade Live
10:00 am
Fast Market
11:00 am
Your First Trade
12:00 pm
The Watch List
1:00 pm
Mid-Day Trade
1:30 pm
MID-DAY Movers
2:00 pm
Market On Close
4:00 pm
Market Overtime
4:30 pm
Fast Market
REPLAY
5:30 pm
Your First Trade
REPLAY
6:30 pm
Market Overtime
REPLAY
7:00 pm
Fast Market
REPLAY
8:00 pm
Your First Trade
REPLAY
9:00 pm
Market Overtime
REPLAY
9:30 pm
Fast Market
REPLAY
10:30 pm
Your First Trade
REPLAY
11:30 pm
Market Overtime
REPLAY

Get Market Minute

Daily insights for every investor

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