Korea’s ‘Black Tuesday’ Spills Over to Memory Makers Worldwide
This year’s top-performing stock markets are today’s heaviest decliners. How close to an end of the chipmaker and AI bull market do we stand?
The Power of Market Rotation
There was a quick bounce in tech stocks, but I don’t trust it to last. Meanwhile, I’m building a July shopping list.
Weekly Sentiment Survey: A Bit Less Bearish but No Less Cautionary
This week, the team seems a little more mixed. But still, worries abound.
Micron Hits Price Target: Should We Buy, Sell or Hold?
Here’s how we’re playing Micron after a stunning 850% gain.
The Setup Bears Have Been Waiting for Is Here
Here are the three things that triggered the selling, what to watch now and my strategy for this difficult market.
Is SpaceX the ‘Trap Door’ to a Global Tech Beatdown… or an Opportunity?
Here’s why it’s not a time to panic and my trading plan for navigating this weakness.
Palantir Breaks Support as Market Action Deteriorates Into the Close
Here’s why the setup is difficult as well as one area where the action is working.
Locking in Big Gains on Two Positions
We’re opportunistically raising cash levels as we get ready ahead of the next EPS All-Stars reconstitution.
New SanDisk Price Target as Stock Threatens Another Parabolic Move
Let’s think a little more about the mighty, mighty SanDisk.
Marvell Joins the S&P 500 as We Await Micron’s ‘All-Star’ Earnings
Our eyes are on this Portfolio holding when it comes to Micron’s capex comments.