Nvidia (NVDA), Micron (MU), Broadcom (AVGO), Applied Materials (AMAT) are poised to become cash-producing machines > WEB 중요웹사이트연결

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Nvidia, Micron, and other chip players are poised to become cash-producing machines


The investment thesis for chip players remains strong, given their free cash prospects over the next 12 months.

Nvidia (NVDA), Micron (MU), Broadcom (AVGO), and Applied Materials (AMAT)

are expected to generate a record $430 billion in combined free cash flow over the next 12 months,

 according to BofA (see chart below). That would be more than triple what they generated just two years ago as the companies see unprecedented demand for their AI chips.

The free cash flow boom for chip players. (Chart: BofA) · BofA


By contrast, the combined free cash flow of hyperscalers

Amazon (AMZN), Alphabet (GOOG, GOOGL), Meta (META), Microsoft (MSFT), and Oracle (ORCL) i

s projected to turn negative for the first time on record. That represents a massive reversal from the $260 billion peak in free cash flow reported by these companies in 2024.


https://ca.finance.yahoo.com/news/nvidia-micron-and-other-chip-players-are-poised-to-become-cash-producing-machines-150232841.html?guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAGzZMcOne7O4OhJKxU-QH0URJgI2bwq-M86dOyofKzKqWO2uqNb4RS4GYMgh-6wuZu5dp7ZzVccGSJw2KSO0K4p_mNE0B8tVTlorhTzULg4o88TZnofonNqUsXVzd67suFjMEHqIUGg9FwawBI5OwOxI84RLqxpbkrTNhqf3hzBE