The best semiconductor stocks right now, according to the finance accounts we track

The chip trade had a bad week. Nvidia, Micron, Broadcom, Credo and Intel all closed lower on Monday, SK hynix gave back a 12% run in three sessions, and one of the accounts we grade called the red day over the weekend. The graded room did not follow. Across the 42 semiconductor names the accounts we track discussed this week, calls from accounts with a real track record ran 95 bullish to 14 bearish, and on the name at the top of the table below, not one of them turned. This page ranks semiconductor stocks by that room: the names the accounts with the best records still back after a week that tested them, with the graded split beside every score so you can check the work.

How we rank semiconductor stocks

We track 97 chipmakers and chip-equipment companies. The accounts we follow mentioned 42 of them in the last seven days, 484 mentions in all, 368 bullish to 88 bearish. Most of those 42 sit on a handful of posts. TSMC carries a score of 86 on thirteen mentions, AXT an 84 on seven, Aehr Test Systems an 82 on eighteen, Semtech a 76 on six. A signal score on a handful of posts is a reading of a small room, and a small room can be unanimous by accident.

The table below applies two floors before anyone is allowed to be "the best": at least 20 mentions from the accounts we track in the last seven days, and a graded split you can see. Graded means the bullish and bearish calls from accounts with a real track record: more than ten resolved calls, and more than half of them right. That column is the one that matters. The score already weights by it; showing it lets you check the score's work.

The best semiconductor stocks right now, ranked

Every chip name with 20 or more mentions this week, ranked by its 7-day score, with what the company makes, the graded split this week, and mentions and price over 7 days with the 30-day figure beneath each:

Four names sit at 80 or above, the line we use for "strong" everywhere else on this blog. SK hynix is the only one of the seven up over the month. Six of the seven are US companies; SK hynix is Korean, tracked on both its US listing and the Seoul one; the mention counts above combine the two and the score is the US listing's. The memory names that share the trade but not the classification, SanDisk at 76 on 60 mentions and Lumentum and Coherent on the optical side, have their own posts and stay off this table.

Two things about the list. The graded column is doing most of the work. Broadcom's 87 rests on six graded calls, and five of the six are one account. SK hynix's 86 rests on fourteen graded calls from seven accounts, and not one of them is a bear. Those are not the same kind of reading, and the score alone does not show you the difference. And Credo carries the same warning it carried on the September 11 list: a 6-to-0 room on a stock that is 42% below where it was a month ago and lost another 12% this week. A high score on a falling stock is an open bet, and we count it as one.

The answer: SK hynix, and why it is not Broadcom

Broadcom has the higher score, 87 against 86. It is the runner-up here because its room is thin. Twelve of its 35 mentions this week came from Reddit, split 7 to 5, which is where the app's own summary of the name, "mixed reactions from holders," comes from. The graded calls all came from X, and five of the six are a single account arguing the market overprices share-loss fears while AI revenue doubles. That is a real view from an account with a real record, and it is one view.

SK hynix is the deeper room. This week: 67 mentions, 51 bullish to 7 bearish, 14 to 0 among graded accounts, on posts about memory contracts with price floors and no ceilings, sold-out capacity into 2027, SOCAMM2 orders running above plan, and HBM4 demand. Over thirty days: 101 mentions, 77 to 12, and 19 to 0 among graded accounts across seven of them. On no day in the window did a graded account post a bearish SK hynix call. More than three in four of its mentions come from the finance accounts we track on X.

One caveat, the same one we gave Intel last week. The largest single day of SK hynix conversation was September 10, the day after the stock jumped 7% to its high. Some of this week's volume arrived with the move. The lean did not: it was on the record a week earlier, and it held through what came next.

What the room said when the stock fell 12%

SK hynix's US listing closed at $198.63 on September 9, up 12% in three sessions. That was the top. It closed September 14 at $175.63, down 11.6% in three sessions, with the whole chip group red on the Monday: Nvidia down 3.4% on the day, Micron 5.3%, Broadcom 4.8%, Credo 7.9%, Intel 5.6%. SK hynix fell 7.6%.

Price

$174.83+5% over the window+13% off the low

Aug 14Sep 15

Through the pullback, the graded room did not move. Every day in the window that carried a graded SK hynix call carried only bullish ones. The crowd flinched: in the Monday bucket all SK hynix posts ran 3 bullish to 4 bearish, then swung back to 10 to 1 the next day. The graded accounts did not flinch.

The read also has a paper trail. On September 9, the day of the high, we published the Korean-market launch post with SK hynix's Seoul listing scored at 87, eighth on the ranked list across everything we cover. We printed it at the top, and the stock is 12% lower than it was that day. Over the month it is up 6%. Over the week it is flat. This is not a paid win. It is a room that refused to flip on a 12% drawdown, the shape the Nebius room had at $199 two weeks ago, before it paid. This one is still open.

On September 16, after the window closed, Reuters reported SK hynix is in talks with Intel about making memory chips in the United States, with Intel's Ohio site as one option (The Korea Herald). Both stocks rose in premarket trading. The graded accounts in the table below were bullish before the report; the report is not why.

Who made the calls

Some of the best graded accounts we track were behind the SK hynix read over the last thirty days; six of the seven below rank in our top 20 by track record. Their record across every stock we grade, and their bullish and bearish SK hynix posts over the last thirty days:

Read the record before the split. A record of 1,625 resolved calls and one of 172 are different amounts of evidence, and the credibility weighting behind the score treats them differently. Two of these accounts have profiles on this blog: aleabitoreddit, the most-graded account we track, and jukan05, the chip leaker whose posts are mostly supply-chain news with no view attached. Four of jukan05's calls count here because the news was one-directional.

The dissent, and who was right on Monday

A 95-to-14 graded lean across the group does not mean the graded room has no bears. It has a few, and they are worth reading, because one of them called Monday.

In the Sunday-to-Monday bucket, the graded split on the group was 10 to 7, the only day of the week the bears came close. Five of the seven bearish calls were one account, ren_stocks, naming Nvidia, Micron, AMD, Marvell and Intel in a single post that expected chips to have a bloody week. Monday was red for all five. The other two were TheValueist arguing Nvidia and Micron will be judged on GAAP profitability with stock-based compensation expensed, no free passes. By Tuesday the graded split was back to 12 to 0.

Read that two ways. The bear call was right about the day, and the same account is 2-to-0 bullish on SK hynix and 5-to-2 on Micron over the month. It was a call on the week. The room's monthly read on the group, 445 graded bullish calls to 47, did not move on it. A credibility-weighted read shows you both: the one-day dissent, and how little of the room it represented.

The memory names, five weeks on

Two names on the table have a longer paper trail than this week. On August 12 we published four scores on the US memory stocks: Micron 86, SanDisk 83, Western Digital 37, Seagate 35. Micron closed that day at $868.52. It closed September 14 at $924.03, up 6% from the print, after touching $1,027.77 on September 9 and giving 10% of it back in three sessions. Its room this week is the most contested of the four strong scores, 18 graded bulls to 5 bears, and the bears have records: two are the Monday calls above, and one is a Reddit account describing a Micron position as a heavy bag.

Nvidia is the other. On August 27 we graded the room that called the earnings beat and printed the stock at $209.66. It closed September 14 at $210.96. Three weeks of the most-discussed stock in our coverage, 1,019 mentions over thirty days, 151 graded bulls to 17, and the price went nowhere. That is the honest reading of a 78: a large, mostly bullish room and a tape that has not rewarded it yet.

Undervalued semiconductor stocks, by the room's argument

We do not value companies, and a sentiment score is not a valuation. But the graded accounts make valuation arguments, and this month most of them are about memory. One argues Micron trades near seven times forward earnings against Dell's eighteen, with three times the margins. Another names SK hynix and Samsung as the two memory stocks down more than a third from their peaks on single-digit multiples with the same shortage behind them. On Nvidia, the case is a forward multiple in the high teens against revenue still doubling. Those numbers are theirs. If you want to check them, start with what a P/E ratio is and is not, then look up the forward figure yourself before you take anyone's word for it.

The most talked-about semiconductor stocks

The same week, sorted the other way: by how much the accounts we track are talking about a name rather than by what the graded accounts think of it.

Nvidia is the loudest semiconductor stock by a factor of two and scores fifth of the seven. Forty-four bearish posts from the crowd and six from graded accounts are what a 78 looks like on a name this size. SK hynix is third by volume and first by the graded column. "Most talked about" and "best" are different lists. Only one of them is weighted by who has been right before.

Where to check the live reading

This page is a snapshot; the table will look different in a week, and in a week like this one it looked different by Tuesday. The method outlasts it: filter by who has been right, and read the graded split before the mention count. If you want a process for turning a table like this into a decision that is yours, start with how to know what stock to invest in, then run the six checks in how to research stocks on whichever name survives. For the reasons a raw sentiment feed will mislead you, how to use social signals without getting played.

See the live version of this table in Quantral, with every call behind each score and the record of the account that made it.

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Price moves are 7 days (the September 4 close to the September 14 close, five sessions) and 30 days (August 14 to September 14). Mention windows are the 7 and 30 days to September 16. Mention counts and splits cover the accounts Quantral tracks through September 16, 2026, in rolling 24-hour windows; graded accounts have more than ten resolved calls, most of them right. "Semiconductor" follows the industry classification in our database (semiconductors plus semiconductor equipment and materials). Scores are the seven-day reading as of September 16, not historical values. Prices are closes through September 14; the chart runs to September 15. Positions attributed to accounts are their views, not Quantral's. Nothing here is financial advice or a recommendation to buy or sell. Past signals are not indicative of future results.