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.

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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
4:30 pm
Trading 360
replay
12:00 am
Fast Market
REPLAY
1:00 am
Trading 360
REPLAY
2:00 am
Next Gen Investing
REPLAY
3:00 am
Your First Trade
REPLAY
3:30 am
Trading 360
REPLAY
4:30 am
Next Gen Investing
REPLAY
5:30 am
Your First Trade
REPLAY
6:00 am
Fast Market
REPLAY
7:00 am
Futures
8:00 am
Morning Trade Live
10:00 am
Trading 360
11:00 am
Fast Market
12:00 pm
Next Gen Investing
1:00 pm
The Watch List
2:00 pm
Market On Close
4:00 pm
Your First Trade
ON AIR
4:30 pm
Trading 360
REPLAY
5:30 pm
Fast Market
REPLAY
6:30 pm
Next Gen Investing
REPLAY
7:30 pm
Your First Trade
REPLAY
8:00 pm
Trading 360
REPLAY
9:00 pm
Fast Market
REPLAY
10:00 pm
Next Gen Investing
REPLAY
11:00 pm
Trading 360
REPLAY

Get Market Minute

Daily insights for every investor

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