Semiconductors trade at 20x forward earnings, Jurrien Timmer notes

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Semiconductors trade at 20x forward earnings, Jurrien Timmer notes — Semiconductors and Mag7 see strong earnings

Jurrien Timmer highlights ongoing strength in both semiconductor and Mag7 stocks, emphasizing that their valuations remain reasonable.

According to Timmer, the semiconductor group is currently trading at 20 times forward earnings, supported by robust earnings growth. This strong earnings progression keeps him optimistic about these sectors in the present market environment.

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Timmer has commented previously on the shift toward higher capital expenditures reducing buybacks and dividends relative to earnings in the current market. He has also reported that both gold and Bitcoin fell sharply after last Friday’s liquidations affected multiple markets, leading to notable declines in value across those assets last week.

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