Semiconductors German Community
Our community narratives are driven by numbers and valuation.
Semiconductors German Investing Ideas
Siltronic
41.7% undervalued intrinsic discount
Siltronic AG: 2-minute Drill - The Loss-Making AI Supplier at an Earnings Inflection
View narrativeEU
Published 17 Aug
PVA TePla
Fairly Valued intrinsic discount
PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery
View narrativeMI
Updated 19 Mar
Canadian Solar
58.4% undervalued intrinsic discount
The Market May Be Pricing the Problem, Not the Sum of the Parts
View narrativeFU
Published 18 Aug
Infineon Technologies
15.8% overvalued intrinsic discount
I have good reasons why I increased my investement in IFX
View narrativeTO
Updated 1 May
QUALCOMM
40.7% undervalued intrinsic discount
Qualcomm 2026: Navigating Short-Term Supply Constraints to Fuel a Multi-Sector AI Breakout
View narrativeCR
Published 7 Mar
NVIDIA
87.7% overvalued intrinsic discount
NVIDIA's AI Dominance Will Explode Revenue by 20% in Five Years
View narrativeCH
Published 28 Apr 2025
Infineon Technologies
32.8% undervalued intrinsic discount
AI Demand And Renewables Will Shape A Bright Future
View narrativeAN
Updated 4 Aug
Elmos Semiconductor
21.8% undervalued intrinsic discount
China Demand And Cost Cuts Will Shape Automotive Future Risks
View narrativeAN
Updated 10 Aug
Siltronic
32.8% undervalued intrinsic discount
Updated
AI And Automotive Trends Will Drive Advanced Wafer Demand
View narrativeAN
Updated 18 Sep
