STM
STMicroelectronics N.V.
stock NYSE

STM

The big analog and power semis tend to move in the same cycles. TXN ADI ON MCHP IFNNY STM NXPI. Look at their recent earnings presentations and get an understanding of what their businesses are. They aren’t the same, some have more auto exposure, others more computing exposure.
Put their charts together and look for the ones that have moved up the least.
This group of semis generally suffered from excess inventory, slowing EV demand, weaker China, soft demand generally, over the past year or so.
Some seem to have passed the cycle trough and are now seeing demand recover on cleaner inventories, others are still somewhere in the trough and not seeing demand recover much yet plus still have too much inventory and depressed gross margins.
I’d personally be more interested in the latter. They are cyclical, so you want to buy them when business is terrible and getting worse. When business is great and getting better, time to sell.
Probably too late to catch the very bottom, but that’s ok.

STM

The big analog and power semis tend to move in the same cycles. TXN ADI ON MCHP IFNNY STM NXPI. Look at their recent earnings presentations and get an understanding of what their businesses are. They aren’t the same, some have more auto exposure, others more computing exposure.
Put their charts together and look for the ones that have moved up the least.
This group of semis generally suffered from excess inventory, slowing EV demand, weaker China, soft demand generally, over the past year or so.
Some seem to have passed the cycle trough and are now seeing demand recover on cleaner inventories, others are still somewhere in the trough and not seeing demand recover much yet plus still have too much inventory and depressed gross margins.
I’d personally be more interested in the latter. They are cyclical, so you want to buy them when business is terrible and getting worse. When business is great and getting better, time to sell.
Probably too late to catch the very bottom, but that’s ok.