Letters from Larry: U.S. and China Stock Selection
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DCF Conclusion Study on Lam Research (LRCX)
LRCX/AMAT Will Tell Me When Tech Is Ready to Bottom Out.
Aug 1
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Larry Cheung, CFA
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DCF Conclusion Study on Lam Research (LRCX)
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DCF Conclusion Study on Teradyne (TER)
Teradyne can give clues on Micron, Broadcom, and Qualcomm's operating environment.
Jul 25
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Larry Cheung, CFA
3
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DCF Conclusion Study on Teradyne (TER)
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DCF Conclusion Study Tables on Tech (QQQ ETF & SOXX ETF)
July 2024 Update
Jul 24
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Larry Cheung, CFA
4
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DCF Conclusion Study Tables on Tech (QQQ ETF & SOXX ETF)
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DCF Conclusion Study on Intel (INTC)
Opportunity or Value Trap?
Jul 15
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Larry Cheung, CFA
5
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DCF Conclusion Study on Intel (INTC)
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DCF Conclusion Study on ASML (ASML)
Key Chipmaker within the SOXX ETF.
Jul 10
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Larry Cheung, CFA
3
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DCF Conclusion Study on ASML (ASML)
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DCF Conclusion Study on Taiwan Semiconductor Manufacturing (TSM)
Key CapEx Name within SOXX ETF.
Jul 8
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Larry Cheung, CFA
4
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DCF Conclusion Study on Taiwan Semiconductor Manufacturing (TSM)
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DCF Conclusion Study on Applied Materials (AMAT)
AMAT is a Top 5 Stock within SOXX ETF and a big contributor for Nasdaq-100
Jul 1
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Larry Cheung, CFA
2
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DCF Conclusion Study on Applied Materials (AMAT)
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Micron (MU) DCF Conclusion Study
The King of Memory Likely Has Substantial LONG-TERM Upside. This is Not 0DTE.
Jun 26
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Larry Cheung, CFA
4
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Micron (MU) DCF Conclusion Study
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DCF Conclusion Study on Qualcomm (QCOM)
#3 Company within the Semiconductor SOXX ETF
Jun 24
•
Larry Cheung, CFA
1
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DCF Conclusion Study on Qualcomm (QCOM)
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DCF Conclusion Study on Broadcom (AVGO)
Members Research for 5/15
May 15
•
Larry Cheung, CFA
3
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DCF Conclusion Study on Broadcom (AVGO)
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DCF Conclusion Study on Advanced Micro Devices (AMD)
AMD DCF Conclusion Study
Mar 19
•
Larry Cheung, CFA
8
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DCF Conclusion Study on Advanced Micro Devices (AMD)
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NVDA DCF Conclusion Study and Scenario Analysis
The DCF: A powerful tool, even for Intraday/Intermediate-Term Traders
Feb 19
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Larry Cheung, CFA
14
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NVDA DCF Conclusion Study and Scenario Analysis
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