Investor Ross Gerber said Tuesday that those selling semiconductor stocks were focusing on the short term, calling the recent pullback “a gift” for long-term investors ahead of South Korea’s chipmaker SK Hynix‘s $29 billion U.S. listing later this week.



<h2>Gerber Calls Chip Stocks ‘Least Expensive’ In The Market</h2>



“People selling chip stocks seem to be captured by very short term thinking,” Gerber said in a post on X.



The Gerber Kawasaki CEO called semiconductor companies “some of the least expensive stocks in the market” and described the recent weakness as “a gift for those who want to retire.” 



He picked out NVIDIA Corp. (NASDAQ:NVDA), Micron Technology Inc. (NASDAQ:MU) and Broadcom Inc. (NASDAQ:AVGO), three companies at the center of the artificial intelligence infrastructure buildout, as stocks he believes were attractive following the recent pullback.



<figure class="wp-block-embed is-type-rich is-provider-x wp-block-embed-x"><div>
<blockquote>People selling chip stocks seem to be captured by very short term thinking. These are some of the least expensive stocks in the market. A gift for those who want to retire. $mu $nvda $AVGO— Ross Gerber (@GerberKawasaki) July 7, 2026</blockquote>
</div></figure>



Shares of Nvidia have climbed 4.28% year-to-date and 24.45% over the past year, while Micron has soared 197.50% so far this year and 682.51% over the past year. 



Year-to-date, Broadcom has gained 6.66% and has risen 35.23% over the past 52 weeks. 



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<h2>Chip Stocks Extend Multi-Week Pullback</h2>



Semiconductor stocks have been under pressure for the past several weeks after a sharp rally in AI-related names pushed valuations higher, with investors increasingly taking profits across the sector.



The latest leg of the selloff came Tuesday after Samsung Electronics Co. Ltd shares fell nearly 7% despite reporting record preliminary earnings, with investors focusing on guidance that met, but did not exceed market expectations.



The weakness spread across memory stocks in Asia and the U.S., weighing on companies including Micron, Sandisk Corporation (NASDAQ:SNDK) and Western Digital Corporation (NASDAQ:WDC). 



<h2>SK Hynix Listing Keeps AI Sector In Focus</h2>



The sector remains in focus ahead of SK hynix’s planned $29 billion Nasdaq listing on Friday, which is expected to rank among the largest U.S. listings by a foreign company.



The South Korean memory chipmaker is a key supplier of high-bandwidth memory chips used in Nvidia’s AI processors.



Price Action: Shares of Micron fell 4.71% on Tuesday at $938.38 and extended those losses to fall 2.51% in after-hours trading. 



Benzinga edge rankings indicate MU has a Momentum score in the 99th percentile and a Growth score in the 84th percentile. 



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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Photo Courtesy: JHVEPhoto on Shutterstock.com

NVDA

Investor Ross Gerber labeled the recent semiconductor stock selloff a 'gift' for long-term investors, criticizing short-term thinking. He highlighted NVIDIA, Micron, and Broadcom as undervalued ahead of SK Hynix's $29 billion U.S. listing. Despite multi-week pullbacks driven by profit-taking after AI rallies, Gerber views current weakness as an opportunity.

- Investor Ross Gerber views the recent pullback in semiconductor stocks as a buying opportunity for long-term investors, labeling them as “some of the least expensive stocks in the market.”  
- He highlighted companies like NVIDIA, Micron, and Broadcom as attractive picks following the dip, anticipating potential benefits from SK Hynix's upcoming $29 billion U.S. listing.  
- The semiconductor sector has faced selling pressure recently, particularly after Samsung's stock declined despite strong earnings, influencing market sentiment.

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Ross Gerber Says Chip Sell Off 'a Gift' for Those That Want to Retire Even as SK Hynix US Debut Nears: 'Captured by Very Short-Term Thinking'