Micron $MU is down despite the chip shortage: $MU, Micron Technology, Inc. / H1 $QCOM is a a bottom. Again, for the third time. In-house chip development from $MSFT (indirect) and $AAPL lower QCOM's margins: $QCOM, QUALCOMM Incorporated / H1 $NVDA and $AMD are solid. $NVDA, NVIDIA Corporation / H1 $AMD, Advanced Micro Devices, Inc. / H1 AMD valuations are unfavorable. Look at $INTC, on sale and ahead of the chip refresh: $INTC, Intel Corporation / H1