SA Asks: What's the most attractive chip stock right now?

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SA Asks: What's the most attractive chip stock right now?

Jun 27, 2026, 5:19 PM ETNVIDIA Corporation (NVDA) Stock, MU Stock, SNDK StockAMAT, MRVL, TSM, ASML, AVGOBy : Val Brickates Kennedy, SA News Editor

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What's the most attractive chip stock for investors right now?

Seeking Alpha analysts Vinay Utham, Jack Bowman, and Hunting Alphas offer their picks.

Vinay Utham: In my opinion, the most attractive chip stock right now is Nvidia (NVDA

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Quick Insights

Nvidia is seen as attractive due to its discounted valuation, accelerating fundamentals, entry into the CPU market, and strong earnings growth prospects compared to peers.

Applied Materials and ASML are compelling because they act as 'picks and shovels' in the industry, have lower valuations relative to peers, and benefit from chip production expansion.

Sandisk stands out due to rising NAND demand from AI workloads, efficient design and capex model, and a tight memory market expected to last years.

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