Steve Cress - Top 6 Tech stocks for Q4

In looking through these found HLIT. Take a gander at that one….decent P/E and significant margins. See edit.

MU looking very interesting…a leader in storage and memory and a compelling p/e. Earnings are tomorrow but in the past they tend to drop after earnings even on beats.

CLS and TSM are both huge but hard to argue with their momentum.

ETA: MU has significant margins - not HLIT.

MU looking better and better. P/E at 29 and 20% margins. They’re also riding the hyperscaler wave with their memory going into a bunch of GPUs.

Constant beats and EPS up 460% over last year.

ETA: also planned construction of US facilities to avoid tariffs. Current primary manf facility is in Taiwan.