Tech Trade Gets Thorny; Hynix Hit; U.S. to Ramp Up Fight With Iran?
Here’s how I’m handle the tech trade as it gets tough; also, let’s check the latest with Iran, the semis and … some good news on inflationary data.
Chips Under Pressure as Rotation Remains the Key Market Theme
This is not unhealthy action. Here’s how I’m playing it.
As the Semis Teeter on Support, Let’s Check in on Sentiment
That 12,000 level in the Semis that was once resistance is now support. Will it hold? Will the semis make way for the others to rally?
The Chips Are Down, the Mags Are Up as the Pendulum Swings
Trump’s defense of data centers helps the market bounce back from an ugly morning.
This ETF Says It Beats the Market. Here’s the Catch.
AVUV bets on cheap, small stocks besting the market. The edge is real, but streaky. Here’s who should consider it.
Cool CPI, Sharp Warsh, Booming Banks
Let’s check on inflation, what Fed Chief Warsh told lawmakers, the banks and my latest take on the chart.
Inflation Cools, but the Market Still Lacks Leadership
The focus turns to earnings as AI and chip leaders struggle.
Not to Be Cringey, but an Awful Lot of Stocks Are Down an Awful Lot
The NASDAQ 100 may be near new highs, but half of its constituents are down more than 20%. Let’s dig in to see what that means for the future.
A Market Tale Full of Sound and Fury Signifying Nothing
It was an extremely busy day with 8 major events, but there was only a muted market reaction.
What Can We Expect as Asia’s Largest Company Readies Earnings?
Chip-foundry market leader TSMC already gave impressive June sales numbers, but there’s plenty riding on guidance for the rest of the year.