by Logn3r
Some of the directors increased shares owned by over 70%.
Seems like relevant news. I don’t know what’s going on with internally, but these trades happened 5 days after the decent earnings and the subsequent drop of 10%. Don’t know why the stock dropped, but considering they beat analyst expectations by 60+% it seems like an interesting value proposition compared to the competition.
(values in $B, 2020 annual figures)
| Company | INTC | NVDA | AMD | ASML | TSM |
|---|---|---|---|---|---|
| Revenues | 77 | 17 | 10 | 16 | 48 |
| Earnings | 21 | 4 | 2.5 | 4 | 18 |
| Market Cap (based on current prices) | 200 | 633 | 150 | 335 | 600 |