The Bulls Are Using Margin Again. Here’s How Well That Has Ended in the Past.
Let’s look at today’s indicators with an eye to the past to get a look at a possible future scenario.
What’s Good for This Chip Giant Isn’t Good for Its Customers
The largest stock in the market held up the indices but there was plenty of weakness under the surface.
Snapshot of July 2026 Retailer Comp Sales Confirms Our Positioning
We let the math speak for itself and it shows which retailers are winning share and losing it.
Asia’s Response to ‘Nvidia Effect’ May Surprise You
It has been a scary summer of moves in either direction for Asia’s chip sector and the reaction to Nvidia’s guidance may come as a shock.
Chart of the Day: Now It’s Marvell’s Time to Step Up
The company will report earnings after the close and could surprise to the upside.
Updating My Shopping List as We Await Warsh at Jackson Hole
Chips and software rally while the rest of the market struggles.
Sticking With This CrowdStrike Price Target as Firm Faces ‘Largest Market Opportunity’ Ever
The cybersecurity firm posted excellent results and the Falcon is soaring.
New Nvidia Price Target After ‘Compelling’ Data on AI Infrastructure Complex
Here’s where would we add more NVDA shares.
This Consumer Stock Just Hit a 2-Year High, Here’s How We’re Playing it
The name is outperforming its peers as the stock continues to climb.
We’re Long This Small-Cap Drone Name as Fears of Russia NATO Strike Rise
The CIA director reportedly visited Russia to warn about attacks on NATO allies.