I ranked my position holdings by the expected EPS compound growth rate over the next two to three years.
$AMD is at the very top, at about 86%; $NVDA is around 60%; and $GOOGL is the only one that falls into negative territory, at -7%.
That long stretch in the middle goes from the 70% range down to the single digits, and most are still positive—largely in areas such as semiconductors, memory/storage, optical modules, and servers, with several others that are small gains trailing behind.
The real laggards are the two shipping stocks at the bottom: one is -35% and the other is -38%.
$AMD is at the very top, at about 86%; $NVDA is around 60%; and $GOOGL is the only one that falls into negative territory, at -7%.
That long stretch in the middle goes from the 70% range down to the single digits, and most are still positive—largely in areas such as semiconductors, memory/storage, optical modules, and servers, with several others that are small gains trailing behind.
The real laggards are the two shipping stocks at the bottom: one is -35% and the other is -38%.
