Chip investors should be discerning about which stocks to buy ahead of earnings season—not all semiconductor companies are performing well, according to Susquehanna. On Monday, analyst Christopher Rolland reiterated his positive ratings for Nvidia Impinj and Lumentum Holdings He reaffirmed his $160 price target for Nvidia, increased his Impinj forecast to $260 from $215 on likely stronger than anticipated growth, and raised his Lumentum target to $80 from $70 on AI-related demand for its lasers. Rolland noted the PC market has also disappointed as the AI theme for client computers—not data center—didin’t generate the growth that the industry expected.