The Age of the Mag 7 Has Ended
AI is alive and well, but a new crop of leaders will emerge.
Stock Picking Is Working as Mag 7 and Chips Battle. Here’s What I’m Trading.
I’m heavily weighted in this one sector, while adding to one name on news.
Why Booming Chip Demand May Not Be Great News for the Stock Market
Micron surpassed elevated expectations, but the Mag 7 is paying a price.
Micron Delivers, but Will It Help the Broader AI Trade?
Profits for Micron mean more spending and tighter margins by everyone else.
Micron Earnings Present a Major Test for the Stock Market
Micron’s stock may be cheap, but it is technically extended, and a perfect quarter may not be good enough.
The Rotation Out of AI Plays Out
The setup I have been describing for two weeks is now playing out. Here’s my best advice.
The Power of Market Rotation
There was a quick bounce in tech stocks, but I don’t trust it to last. Meanwhile, I’m building a July shopping list.
The Setup Bears Have Been Waiting for Is Here
Here are the three things that triggered the selling, what to watch now and my strategy for this difficult market.
Palantir Breaks Support as Market Action Deteriorates Into the Close
Here’s why the setup is difficult as well as one area where the action is working.