Zacks Analyst Blog recommends buying NVIDIA and TSMC, avoiding AMD, positive.

From Nasdaq: 2025-01-27 13:44:00

Zacks.com Analyst Blog highlights top semiconductor trades for 2025, recommending buying NVIDIA and TSMC while avoiding AMD due to past performance and market trends. The global semiconductor market is expected to expand, with revenues projected to reach $702.40 billion in 2025. NVIDIA and TSMC are positioned for growth, with NVIDIA’s stock expected to climb and TSMC’s demand for custom AI chips boosting its performance. NVIDIA currently has a Zacks Rank #2 and TSMC has a Zacks Rank #2 as well. Investors are advised to consider these two stocks for potential gains in 2025.

On the other hand, AMD stock is advised to be avoided due to its performance in the past five years and exposure to exchange rate fluctuations. AMD currently has a Zacks Rank #4 (Sell). Top stock-picking strategies have shown significant gains over the S&P average, with potential for +100% gains in certain stocks. Director of Research Sheraz Mian has highlighted one top pick with strong growth potential. Investors can access these picks at no cost or obligation. For more information and recommendations, visit Zacks Investment Research.



Read more at Nasdaq: The Zacks Analyst Blog Highlights NVIDIA, Taiwan Semiconductor Manufacturing, Advanced Micro Devices, Intel, Broadcom and SOXX