Episode 139: Selling 2 Stocks And Buying 6 Instead! May 2024 Chip Stock Investor Update

Episode 139: Selling 2 Stocks And Buying 6 In...

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Will PTC Do to Schneider What Ansys Did to Synopsys?

Schneider Electric stock: Is the $23.7 billion all-cash PTC acquisition worth the debt Schneider will take on?In this video: why Schneider is buying PTC and Cognite to push into industrial software, how PTC’s software margins compare with Schneider’s, and why the debt load makes ...  Show more

The Market Isn’t Wrong About Micron -- Here’s Why

Join our weekly live Q&A for exclusive sessions like this one! https://chipstockinvestor.com/features-and-pricing#pricingMicron stock: why does a memory maker with capacity sold out through fiscal 2028 still trade at a ~13x P/E?In this video: why cyclical stocks often look cheape ...  Show more

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