Michael Vi Thesis NXP Semiconductors (NASDAQ:NXPI) is a global semiconductor leader that is mainly active in the automotive sector. Huge tailwinds, such as fast growth-rates in automotive semiconductors and the EU chips act helping EU semiconductor firms, coupled with NXP's leading tech for automotive and solid and stable results, make it an attractive investment. The stock has recently dropped from a $232 peak at the end of 2023. The current price is high (relative to my intrinsic value calculation) but th ...