Cowen’s Ramsay picks these semiconductor stocks over Nvidia
A week after Goldman Sachs’ Katie Koch predicted an upcoming super cycle in semiconductor demand, Cowen’s Matt Ramsay picked five stocks within this space that he sees as well-positioned for 2022. Ramsay’s picks include ON Semiconductor Corp, NXP Semiconductors NV, STMicroelectronics NV, Infineon Technologies AG, and Wolfspeed Inc. Highlights from…
December 13, 2021