Bad ‘Memory’!; I’m Trimming & Bailing on These Tech Stocks; Peace … Out?
It’s looking tough out there on several fronts, including on Iran, the storage/memory stocks like SanDisk and Seagate, and tech names like Intel.
Palantir Was One of My Best Trades. Time to Get Back In?
Let’s check the chart, and some promising news, and see if Palantir is ready to roar as it approaches earnings.
The End Is Nigh? How Investors Should React to ‘Big Short’ Michael Burry
Burry has been way off at times, but not always. How should investors interpret his latest call?
‘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.
June Monthly Roundup: The Market Stumbled in June. The Portfolio Didn’t.
As we extended our lead over the S&P 500, we locked in big gains on several positions, added to new holdings and made other buys.
VIDEO: Palantir Upgrade Draws Connection to Nvidia Valuation
Plus, the market is starting to re-think the number of Fed rate hikes ahead.
‘Big Short’ Michael Burry Shorts the AI Trade
Was Wednesday’s poor market performance a warning of things to come?
Apple’s New iPhone Leaks: 8 Key Items Shaping the Stock Market Tuesday
Strait of Hormuz traffic improves, retailers brace for new tariffs and other headlines moving stocks this morning.
Mag 7 Action Improves, But Biotech Keeps Delivering the Real Wins
While reverse rotation drives Nasdaq bounce, poor breadth suggests it can’t be trusted.
Weekly Sentiment Survey: Bulls and Bears in Equal Measure
While our team overwhelmingly continues to feel that risk is high, they’re not in agreement regarding what to do about it.