Amid Chip and Memory Bounce, This One Name Stands Out
While the SOX breaks down, this stock keeps holding up.
Charting the S&P 500: Still Bullish… But Some Worry
Stocks were mostly down this past week and felt the heat from semiconductor names.
We’re Tracking 23 Signals Across 10 Portfolio Investing Strategies
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
Weekly Roundup: Chip Rout Tests the Market, but Here’s How We Aim to Capitalize
We raised a few price targets, added to three holdings, and locked in big gains in another.
Taiwan Semi’s Higher Spending Is Spooking Markets. It Shouldn’t.
Here’s why the chip behemoth’s earnings should comfort semiconductor investors rather produce nervousness.
New Applied Materials Checkpoint as We Update Our Portfolio Table
We’ve refreshed consensus EPS estimates, potential pick-up points, beta, RSI levels and more for each holding.
A Pop in PayPal Despite a Sloppy Market
Since I recommended PayPal, it was up nicely, until today’s takeover talk, which sent shares up even more.
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.
Digging Into Comments from IBM and JPMorgan Chase
What we find is supportive of AI adoption and usage, and several Portfolio holdings.
We’re Raising Our Price Target on This Cybersecurity ETF
Plus a quick word on ETFs, their strategies and purity levels.