Rosenblatt Picks Semiconductor Stocks on Data-Center Strength

Rosenblatt Securities named top semiconductor picks while pointing to sustained data-center strength, highlighting a 25% average pullback in related equities over the past month alongside strong fundamentals from key industry players.

### Tape / Session Read Data-center semiconductor fundamentals continue to strengthen despite recent share price compression across the group. Rosenblatt notes supporting evidence from earnings reports across the supply chain, including results from Micron, TSMC, and Texas Instruments, alongside Supermicro's positive preannouncement. TSMC's 2nm capacity is projected to double in 2027, underpinning the ramp of Advanced Micro Devices' Venice server CPU family.

### Why This Lane Matters Server CPU demand is accelerating as personal AI agents like Meta's Muse scale across data centers. Advanced Micro Devices CEO Lisa Su lifted the projected 2030 server CPU total addressable market to $220 billion from $120 billion. While supply-chain capacity constraints remain a tactical bottleneck cited by firms like Lam Research and Texas Instruments rather than softening end-market demand, capital continues to flow toward operators positioned to scale output.

### Money Play Market participants tracking semiconductor exposure should monitor supply-chain capacity bottlenecks and forward delivery lead times as key indicators for sustained data-center momentum through 2027.

## Semiconductor Tape Technical Analysis & Key Risk Watch — LIVE MARKET CONTEXT

Key levels and breadth metrics reflect ongoing sector consolidation. For related large-cap positioning, $NVDA+WL trades near $217.09 with an RSI of 38.6, $MSFT+WL holds near $533.52 with an RSI of 65.5, and $META+WL trades near $705.44 with an RSI of 39.2. Traders should watch near-term support and resistance boundaries as volume multiples remain subdued relative to 20-day averages.