MACOM vs TIM
MACOM and TIM are compared on this page to explore business models, financial performance, and market context. The overview presents how each company operates, what drives their strategies, and the factors shaping their roles in the industry. The aim is to provide a neutral, accessible analysis for readers. Educational content, not financial advice.
MACOM and TIM are compared on this page to explore business models, financial performance, and market context. The overview presents how each company operates, what drives their strategies, and the fa...
Which Baskets Do They Appear In?
National Security Stocks: Could JPM's $1.5T Boost Growth?
JPMorgan Chase is injecting $1.5 trillion into U.S. industries critical to national and economic security, creating a major catalyst for growth. This initiative presents an investment opportunity in companies poised to benefit from the massive influx of capital into sectors like defense, advanced manufacturing, and strategic technology.
Published: October 14, 2025
Explore BasketWireless Patent Stocks May Benefit in 2025
A significant jury verdict against Samsung for patent infringement highlights the immense value of wireless technology patents. This creates a potential investment opportunity in companies that own and license key intellectual property for 4G, 5G, and Wi-Fi communications.
Published: October 12, 2025
Explore BasketTech Sector Volatility | China Trade Risk Exposure
Recent U.S. tariff announcements on Chinese goods have triggered a massive sell-off in the tech sector, erasing billions in market value. This theme focuses on companies positioned to benefit from the resulting supply chain shifts and geopolitical realignment.
Published: October 12, 2025
Explore BasketWhich Baskets Do They Appear In?
National Security Stocks: Could JPM's $1.5T Boost Growth?
JPMorgan Chase is injecting $1.5 trillion into U.S. industries critical to national and economic security, creating a major catalyst for growth. This initiative presents an investment opportunity in companies poised to benefit from the massive influx of capital into sectors like defense, advanced manufacturing, and strategic technology.
Published: October 14, 2025
Explore BasketWireless Patent Stocks May Benefit in 2025
A significant jury verdict against Samsung for patent infringement highlights the immense value of wireless technology patents. This creates a potential investment opportunity in companies that own and license key intellectual property for 4G, 5G, and Wi-Fi communications.
Published: October 12, 2025
Explore BasketTech Sector Volatility | China Trade Risk Exposure
Recent U.S. tariff announcements on Chinese goods have triggered a massive sell-off in the tech sector, erasing billions in market value. This theme focuses on companies positioned to benefit from the resulting supply chain shifts and geopolitical realignment.
Published: October 12, 2025
Explore BasketAI Chip Stocks (AMD vs Nvidia) Gain on Partnership News
AMD's multi-billion dollar deal to supply OpenAI with next-generation GPUs marks a major shift in the AI hardware landscape. This theme focuses on AMD and the ecosystem of companies poised to benefit as it challenges Nvidia's dominance and fuels the expansion of AI infrastructure.
Published: October 7, 2025
Explore BasketApple Onshoring Investment Theme Overview
Apple is investing $2.5 billion in its partner Corning to produce all iPhone and Apple Watch glass in the United States. This move highlights a growing trend of major corporations bringing manufacturing back to the U.S., creating opportunities for domestic high-tech suppliers.
Published: September 15, 2025
Explore BasketSemiconductor Sanctions: The Digital Tax Trade War
In response to digital taxes on U.S. tech giants, the White House has threatened major tariffs and semiconductor export bans on offending nations. This protectionist stance could create a favorable environment for domestic technology producers and companies in countries not subject to these new trade barriers.
Published: August 26, 2025
Explore BasketAmerica's Chip Advantage: Onshoring The Supply Chain
President Trump's plan to impose a 100% tariff on imported semiconductors aims to bolster domestic manufacturing by making foreign-made chips significantly more expensive. This creates an investment opportunity in U.S.-based semiconductor companies and their suppliers, who are positioned to benefit from reduced foreign competition and increased domestic investment.
Published: August 7, 2025
Explore BasketBroadband Backbone Builders
Amphenol's $10.5 billion acquisition of CommScope's broadband and cable unit marks a major consolidation in the telecommunications hardware sector. This deal spotlights an investment opportunity in companies providing the essential physical components, like fiber optics and connectors, that form the backbone of 5G and future network infrastructure.
Published: August 4, 2025
Explore BasketChina's AI Ambitions
This carefully selected group of stocks represents companies positioned to benefit from China's massive push for AI leadership. Professional analysts have identified these tech innovators and semiconductor suppliers as key players in China's rapidly expanding AI ecosystem.
Published: July 14, 2025
Explore BasketApple's New Operations Era
With supply chain veteran Sabih Khan stepping up as Apple's new COO, the tech giant is doubling down on operational excellence. This carefully curated collection features companies essential to Apple's global production pipeline, selected by expert analysts for their potential to benefit from this strategic leadership transition.
Published: July 9, 2025
Explore BasketIntel's Foundry Pivot: Winners from a Strategic Shift
This carefully selected group of stocks represents companies positioned to benefit from Intel's potential retreat from advanced chipmaking for external customers. Professional analysts have identified these opportunities as Intel's pivot reinforces TSMC's dominance and reshapes the semiconductor landscape.
Published: July 3, 2025
Explore BasketInvestment Analysis
MACOM
MTSI
Pros
- MACOM has a diversified analog semiconductor portfolio serving wireless, wireline, industrial, defense, and data center markets, supporting broad industry exposure.
- Revenue growth of 12.5% to $729.58 million in 2024 indicates solid top-line momentum amid expanding semiconductor demand.
- Profitability metrics show normalized return on equity above 20%, demonstrating efficient capital use despite recent net income volatility.
Considerations
- The company reported a net loss of $69.92 million recently, reflecting ongoing profitability challenges despite revenue growth.
- MACOM's valuation carries a negative trailing P/E ratio, indicating market uncertainty about sustainable earnings.
- High beta of around 1.48 suggests elevated share price volatility compared to the broader market, elevating investment risk.
TIM
TIMB
Pros
- TIM S.A. is a leading telecommunications provider in Brazil, with a broad customer base and significant market share in Latin America.
- The company has been focusing on expanding its 5G network infrastructure to capture future growth in mobile data demand.
- TIM holds a substantial fixed broadband subscriber base, complementing its mobile operations and stabilizing revenue streams.
Considerations
- Tim S.A. faces regulatory and political risks prevalent in Brazil that may impact operational and financial performance.
- The company operates in a highly competitive market with pricing pressures that challenge margin expansion.
- Economic volatility in emerging markets, including currency fluctuations and inflation, poses risks to earnings stability.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
MACOM vs Manhattan Associates
MACOM vs Manhattan Associates: a comparison
Manhattan Associates vs TIM
Manhattan Associates vs TIM: a company comparison
Procore vs TIM
Procore vs TIM: stock comparison