10 Battered Tech Stocks Advisors yuav tsum xav txog rau cov neeg siv khoom

Nws yog tshwj xeeb tshaj yog cog lus rau cov neeg tuaj tos los ntawm lub rubble thaum lub tech sector tau coj nws ntawm lub puab tsaig. Thaum tus Standard & Poor's 500 Index poob 16% los ntawm nws 52-lub lim tiam siab, Nasdaq poob 27%. Qhov nruab nrab, cov khoom lag luam loj tshaj plaws hauv tech,


Kua

(AAPL) thiab cov phooj ywg, tau poob 38% los ntawm lawv qhov siab. 

Yog li qhov twg koj yuav tsum ncaj qha cov neeg siv khoom? Kev taw qhia Barron's Advisor muaj nyob rau nruab nrab Lub Ob Hlis hais txog megacap tech - mus yuav Apple thiab


Cov tsiaj ntawv

(GOOGL) thiab tawm mus rau lwm qhov loj heev - yog lub tswv yim zoo hauv kev lag luam phem. Apple shares tsuas yog 17% xyoo no thiab Alphabet, 20%. Nrog rau


Microsoft

(MSFT), nqis 21%, cov no yog cov npe megatech uas ua tau zoo tshaj plaws. Lwm yam loj heev ntawm tech,


Tesla

(TSA),


Nvidia

(NPE),


meta

Platforms (FB),


Amazon

(AMZN), thiab Alibaba (BABA), txhua tus tau zoo dua qub, qhov nruab nrab ntawm 31% poob.

Cov kws pab tswv yim yuav tsum qhia cov neeg siv khoom lo nrog Apple thiab Cov Ntawv Sau rau lub sijhawm tam sim no. Cov lus nug loj dua yog qhov twg los saib ntau pua lub npe hauv qab ib trillion nyiaj hauv khw muag khoom. 

Thawj kauj ruam: ua ib daim ntawv teev npe. Thaum cov neeg siv khoom tab tom saib kev poob hauv lawv cov ntaub ntawv thiab nkag siab tias tsis txaus siab los txiav txim siab yuav ib yam dab tsi, feem ntau yog lub sijhawm los ua cov npe khoom. Kev zoo nkauj ntawm kev yuav hauv kev lag luam qis yog tias yog tias koj yuav qhov zoo thiab tuaj yeem ntes qhov rov qab, koj yuav tsis tas tos xyoo kom pom cov nyiaj them poob haujlwm. 

Txoj hauv kev yooj yim tshaj plaws los xaiv lub pov haum raug ntaus yog sau cov npe ntawm cov npe thev naus laus zis zoo tshaj plaws thiab tom qab ntawd saib cov uas tau poob qis dua kev lag luam xyoo no. Nasdaq Composite poob 24% txog rau hnub Friday. Lub pov haum mus nrhiav yog cov uas poob ntau ntau. 

Thaum kuv tshuaj xyuas cov khoom lag luam zoo tshaj plaws uas tau poob ntau dua li Nasdaq 24% poob rau xyoo no, 10 lub npe tau tshwm sim los ua cov khoom lag luam zoo tshaj plaws:


Arista tes hauj lwm

(NTSE),


Qualcomm

(QCOM),


Cov Khoom Siv

(AWM),


Nutanix

(NTNX),


Wolfspeed

(WOLF),


ASML tuav

(ASML),


Lam Tshawb Nrhiav

(LRCX), Advanced Micro Devices (AMD), Clearfield Communications (CLFD), thiab


Twilio

(TWLO).  

Daim ntawv teev npe yog ib qho kev sib txawv ntawm cov khoom siv kho vajtse, software, thiab cov npe kev pabcuam, qee qhov kuv tau ua raws li kaum xyoo thiab kuv ntseeg tias yog cov neeg sib tw saum toj kawg nkaus hauv lawv qhov chaw ntawm tech. 

Kuv xaiv. Pib nrog qhov tsis txaus ntseeg tshaj plaws, Cov Khoom Siv Siv, ASML, thiab Lam Tshawb Fawb yog cov npe saum toj kawg nkaus hauv cov khoom siv hluav taws xob semiconductor. Nrog chips tseem nyob rau hauv luv luv, thiab nrog cov teb chaws tham txog onshoring zus tau tej cov chips kom txo tau kev vam khom nyob rau hauv Asia, muaj ib tug kaj yav tom ntej rau cov khoom siv chips, nrog tsawg volatility nyob rau hauv lub notorious nti voj voog tshaj nyob rau hauv lub xyoo dhau los. Cov khoom lag luam no tau poob qis ntawm qhov nruab nrab ntawm 31% xyoo no, thiab txhua tus tau tawm ntau tshaj li ib feem peb ntawm nws 52 lub lis piam siab. 

Ib yam li ntawd, qee tus neeg tsim cov nti saum toj kawg nkaus poob qis dua Nasdaq, suav nrog Qualcomm thiab Wolfspeed. Qualcomm yog tus tsim khoom tseem ceeb rau cov chips wireless rau cov xov tooj. Thaum lub lag luam ntawd txias rau lub xyoo no, Qualcomm tau sib txawv rau lwm lub lag luam, xws li Internet ntawm Yam, txo nws txoj kev vam khom ntawm kev muag khoom smartphone. Wolfspeed zoo li tsim los ua tus thawj tswj hwm thev naus laus zis rau lub tsheb hluav taws xob, silicon carbide, nrog lub Hoobkas tshiab qhib xyoo no hauv xeev New York.  

Advanced Micro Devices txuas ntxiv mus vam meej li archrival


Intel

tawm tsam mus rau theem rov qab los. CEO Lisa Su tsis tau plam qhov kev sib tw hauv kev coj lub tuam txhab los ntawm ib qho kev vam meej chip tiam mus rau lwm qhov. Lub tuam txhab kev yuav khoom tsis ntev los no ntawm Xilinx, lub programmable logic-chip tsim, yog ib qho kev xav tshiab rau AMD. Thiab AMD yog tus neeg sib tw pheej yig dua rau Nvidia, nws cov khoom lag luam muag rau yim zaug muag, tsawg dua li ib nrab ntawm Nvidia pauv rau.

Qee qhov zoo tshaj plaws cov neeg tsim khoom tsim cov chaw khaws ntaub ntawv tau poob qis. Arista yog tus thib 1 thawj koom ruam rau yav tom ntej ntawm kev sib txuas rau AI thiab metaverses thiab txhua yam uas Meta thiab lwm tus tsim. Nrog rau kev loj hlob ntawm ob tus lej muag thiab ib txoj hlua ntawm lub quarters yeej, lub tuam txhab tau nkag mus rau qhov chaw ua si loj dua vim nws nqa huab software los nyiag.


Cisco Systems
's
(CSCO) kev lag luam.

Tsis paub tab tab sis tseem tsim nyog thawj koom ruam, Nutanix yog qhov ua si ntawm software yav tom ntej ntawm cov ntaub ntawv chaw tsim kho rau lub ntiaj teb ntau huab.

Clearfield Communications yog ib qho outlier, me me-cap-$ 700 lab kev lag luam cap-lub npe uas muaj cov lag luam boutique ua cov cuab yeej rau nruab fiber-optic kab. Lub tuam txhab yog ib qho kev ua si ntawm ob qho tib si 5G wireless buildouts, thiab tsau wireless xa mus rau kev nce mais kawg, uas yog npaj kom tau txais txiaj ntsig los ntawm bipartisan, ntau txhiab daus las Rural Digital Opportunity Fund pib ntawm Congress. CEO Cheri Beranek tau coj lub tuam txhab dhau los ntawm ntau xyoo ntawm cov nyiaj tau los thiab cov nyiaj tau los tau los ntawm kev paub zoo txog kev siv peev, thiab tsim kom muaj kab lis kev cai zoo. 

Thaum kawg, Twilio yog ib lub tuam txhab uas thauj cov nuj nqis thiab kev ncaj ncees nce thaum cov peev kev lag luam tau qhib dav, thiab tam sim no muaj riam phom nrog ib daim ntawv tshuav nyiaj ntau suav nrog tsib txhiab nyiaj ntsuab thiab kev nqis peev tiv thaiv $ 1.2 nphom ntawm cov nuj nqis mus sij hawm ntev. Lub tuam txhab tau nce cov nyiaj tau los ntawm 30% ib xyoos thiab tau cog lus tias yuav muaj txiaj ntsig zoo rau xyoo tom ntej thiab tom qab ntawd. 

Nrog ib txhais tes nyob rau hauv cov cuab yeej ntawm kev sib txuas tuam txhab uas muag programmatically rau cov neeg muas zaub - lub hwj chim qab lub


Uber

app-Twilio yog qhov txaus nyiam cov khoom khaws tam sim no raws li Salesforce yog 13 xyoo dhau los. Cov khoom lag luam, nqis 61% xyoo no, ua lag luam rau qis dua rau lub sijhawm muag khoom kwv yees, ib qho ntawm cov khoom pheej yig tshaj plaws hauv huab software.

Muaj qhov khoom plig thib ob rau cov npe khaws cia hauv koj daim ntawv teev npe, yog tias qhov mob rov pib dua.


Micron Technology

(MUAS),


Chaw Cia Khoom

(PSTG),


Analog Li

(ADI), Pager Duty (PD), Hubspot (HUBS), thiab


Block Inc
.
(SQ) txhua yam tsim nyog xav txog hauv txoj kev.  

Tiernan Raj yog New York-based tech kws sau ntawv thiab editor ntawm Tsab ntawv Technology, ib tsab ntawv xov xwm pub dawb txhua hnub uas nthuav tawm kev xam phaj nrog cov tuam txhab thev naus laus zis thiab CFOs nrog rau cov xov xwm thev naus laus zis thiab kev tshuaj xyuas.