Citrini Research, known for its blog “The 2028 Global Intelligence Crisis,” is now advising investors to target underperforming semiconductor stocks. In a recent post, they suggested focusing on those that have not experienced significant price increases during the current cycle, indicating potential for growth.
Currently, out of 57 semiconductor stocks with market caps exceeding $300 million, only two have seen negative returns in the past year: Wolfspeed (Nasdaq: WOLF) and Skyworks (NASDAQ: SWKS). Wolfspeed has improved its financial health after substantial debt reduction, while Skyworks struggles with stagnant revenue but may benefit from the anticipated growth in Edge AI technologies. Notably, Intel’s stock has shown promise, with a 7% revenue increase and projected 11% growth for the second quarter, exemplifying the potential of lagging stocks to catch up in the sector.
As the semiconductor market evolves, investors may consider diversifying their portfolios with a selection of these laggards, which could capitalize on forthcoming technological advancements in AI.
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