Fastest growing semiconductors (11-15).
$Taiwan Semiconductor Manufacturing(TSM)$ → 30.8%
$Lam Research(LRCX)$ → 28.6%
$COHERENT(COHR)$ → 27.5%
$ARM Holdings(ARM)$ → 27.3%
$Arista Networks(ANET)$ → 26.1%
Strong growth figures. The question is, which ones are the best picks? I'd look for solid support levels, recent pullbacks, and exposure to the AI/cloud cycle. $Taiwan Semiconductor Manufacturing(TSM)$ and $ARM Holdings(ARM)$ stand out as core long-term holdings, while $Lam Research(LRCX)$ and $COHERENT(COHR)$ might offer tactical entry points on dips. The tape seems to favor leaders right now.
What's your take? Which ones do you think are the real buys?
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