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?
ASML’s ‘Bull Flag’ and Guidance Has My Attention: Here’s My Plan
When a ‘monopoly’ offers expansion plans like this it piques my interest.
‘Logic’ Tells Me to Buy Lam Research, but Not Yet
LRCX will be a good stock to buy and maybe soon, but not this morning. Here’s how I’d approach this tech winner.
Chart of the Day: Marvell Is Taking a Breather
The high-energy semiconductors may be undergoing a correction.
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.
Why Booming Chip Demand May Not Be Great News for the Stock Market
Micron surpassed elevated expectations, but the Mag 7 is paying a price.
My Tech Price Target Reveal; Out-of-This-World IPO; Peace … At Last?
Let’s check my price targets for Micron and other storage and semiconductor stocks, SpaceX’s IPO, the latest on Iran talks.