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Semiconductor Boom

The chip supercycle continues: NVIDIA Blackwell is selling out, TSMC can't build fabs fast enough, and equipment makers are the picks-and-shovels winners

Scores as of Sunday, Oct 4

All 14 names

#	Name	LikeFolio Score	Main Street	Wall Street	Gap	Main Street 7-day	Rating	Data link	Price	Upside	Model Portfolio
1	AMATApplied Materials	90	92	65	27	—	—	Strong	—	—
2	AAPLApple	87	91	90	1	—	—	Weak	—	—
3	TSMTaiwan Semi	86	89	88	1	—	—	Strong	—	—
4	AMBAAmbarella	85	82	51	31	—	—	Strong	—	—
5	CRDOCredo Technology	85	84	61	23	—	—	Strong	—	—
6	NVTSNavitas Semiconductor	83	78	35	43	—	—	Weak	—	—
7	VECOVeeco	79	74	53	21	—	—	Strong	—	—
8	FORMFormFactor	78	76	81	-5	—	—	Strong	—	—
9	NVDANvidia	77	76	90	-14	—	—	Strong	—	—
10	AMDAMD	75	73	93	-20	—	—	Strong	—	—
11	AVGOAvago Tech or Broadcom	75	69	56	13	—	—	Strong	—	—
12	ASMLASML	73	70	82	-12	—	—	Strong	—	—
13	INTCIntel	72	68	77	-9	—	—	Strong	—	—
14	DELLDell Technologies	66	63	87	-24	—	—	Weak	—	—

Sector matches, separate from curated membership. Showing 3 of 3.

Also scored in these sectors

#	Name	LikeFolio Score	Main Street	Wall Street	Gap	Main Street 7-day	Rating	Data link	Price	Upside	Model Portfolio
1	ENTGEntegris	63	58	73	-15	0	—		$166.47	—
2	LSCCLattice Semi	45	48	72	-24	-3	—		$134.00	—
3	WOLFWolfspeed	41	41	43	-2	0	—		$35.28	—