Bitcoin Won’t Bottom Until This Happens
Before I get serious about a bottom, I want to see real capitulation. That may mean even the most committed buyer finally cries uncle.
Should U.S. Investors Buy Into a Wall Street Listing for SK Hynix?
The market-share leader in High Bandwidth Memory chips is preparing the largest-ever listing on Wall Street for an Asian company. Is it a buy?
Micron Report Is Greatest in Recent ‘Memory’. Here’s How I’m Responding
Micron’s quarterly report could be among the best in the history of corporate America. But will we see a Hynix hiccup?
Here’s Our New Micron Price Target After It Crushes Earnings Estimates
Not all of the semiconductor manufacturers are looking as good as Micron, however.
Watching the Semiconductors for Clues
This remains an either/or market. But the semis are at an important point and we’re watching to see if they can rally here.
Cerebras Hits an All-Time Low on Margins. I’m Not Rattled.
Sales projections are strong and the demand is there. Here’s how I plan to get ‘involved.’
Seven Weeks of Trading and We’ve Gone Nowhere
There’s been a lot of movement among individual names since May 6th, but the major indexes have nothing to show for it.
IBM Bucks the Bearish Trend — Why I’m in on This Quantum Computing Play
The reason is simple — and here’s the setup.