Charting Microsoft, Palantir, Amazon, RTX and Potentially Upping 2 Targets
Here’s how I see these four Sarge-folio stocks and why I could increase the price targets on two.
Something’s Wrong… Where’s Wilson?
That’s not right. How can the price be going down? Something’s wrong. Where’s Wilson? What are they doing here? They are selling, Mortimer.
Watch what they do… not what they say.
Now Intel ($INTC) is a big seller of shares following the bounce off of the Situational Awareness lows last month.
Of course Intel equity is still about -30$t off the highs and they are still sellers.
This tells me something.
They all know.
Insiders selling.
The businesses themselves selling.
They all selling debt too.
Then the off balance sheet stuff.
“Not, yet. Almost. Now.”
Sell sell sell, Mortimer.
Positions: None.
Once These Biotech Stocks Settle Down, I’m All Over Them
As second-quarter earnings powers the market higher, I’m waiting for a chance to add to these two stocks.
Party on Wall St.! Palantir, Micron, SK Hynix Invited! (SpaceX, AMD Not…)
Are ‘Happy Days’ here again? Let’s check the stats, charts and the action on Wall Street. Also, guess who’s getting beat up along the way….
Fed Preps ‘Most Unpredictable’ Meeting in Years: 8 Key Items Shaping the Stock Market Wednesday
Renewed conflict in the Middle East, Microsoft and Meta earnings and other headlines moving stocks this morning.
Is China Really to Blame for the Chip-Driven Tech Wreck?
Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?
Five Reasons I’m Real Nervous About the Chip Sector
Cheap Chinese computing, sagging artificial intelligence use and data center backlash are among the reasons I’m wary of the semiconductor sector.
The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
Lower Expectations May Be Exactly What This Market Needed
The negative reaction to good earnings reports last week may have created better conditions for the big reports that hit this week.
The Information Was Fine. The Reactions Were Not.
The gloom is thick, but fundamentals are not the problem. Plus, an important reminder for investors after a trying week.