Taiwan Semi’s Hot, but the Stock’s Not. How Should We Trade It?
Taiwan Semiconductor, which just released earnings, is humming and guidance is excellent. But the stock? That’s another story.
Time to Make Some Moves as Things Get Ugly for the $10,000 Portfolio
Four buys, one sale and one exit as we fight back and right the ship.
Tech Trade Turns Ugly
Hot inflation data burns up AI, tech and small-cap stocks as CoreWeave unravels and ‘neocloud’ names in ‘crash mode’; also the chart looks precarious.
Exiting Bank of America After $1.2 Billion AML Embarrassment
The big bank disappointed with earnings, right after news of a major government penalty.
ASML Just Told Investors Something They Shouldn’t Ignore
The chip-equipment bellwether is sending an important signal for AI and the market. Just make sure you’re in the right spots.
Cathie Wood’s Firm Makes $16 Million Rocket Lab Decision
We sold some of our position in the aerospace firm alongside ARK Invest.
Diesel Dilemma, Betting on Banks, Storm Clouds Over Iran?
Let’s check on calls to release diesel reserves, the buildup of troops in the Middle East, crude prices and … why the banks could rally.
New Micron Price Target After Blowout Earnings Prove Wall Street Wrong
The memory chip design king just posted video game numbers in its latest release.