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Tag: Semiconductors & Semiconductor Equipment

Palantir Breaks Support as Market Action Deteriorates Into the Close

Avatar photo James "Rev Shark" DePorre on June 22, 2026

Here’s why the setup is difficult as well as one area where the action is working.

Real Winners and Losers Emerge in Asia After Fed Meeting

Avatar photo Alex Frew McMillan on June 18, 2026

Winners, Losers

Japan, Korea and Taiwan are setting new records, while a potential trade to exploit the high degree of leverage creeps into the system.

Sticking With This Intel Price Target as Trump, Apple Update Prove Us Right

Avatar photo Stephen Guilfoyle on June 18, 2026

As the president sends shares on the move, we’re revisiting our target price for the foundry name.

Tech Tumbles, SpaceX Soars, Warsh-Era Begins

Avatar photo Stephen Guilfoyle on June 17, 2026

Let’s examine what to expect from the FOMC, look at post-IPO SpaceX, and peer down at Marvell, Intel and KLA Corp.

SanDisk Hits Magic Number; Semis Surge; Marvell, Micron Jump

Avatar photo Stephen Guilfoyle on June 16, 2026

How should we approach SanDisk now that it hit our price target? Also, let’s chart the market to see if it’s our ‘cup’ of tea….

Here’s Our AMD Price Target as Top-Ranked Analyst Upgrades Stock

Avatar photo Stephen Guilfoyle on June 12, 2026

Amid the SpaceX hoopla, you may missed two of Wall Street’s best weighing in on the chip name. Plus, what to watch on the chart.

Charting Super Micro After Stunning $7 Billion Update

Avatar photo Ed Ponsi on June 11, 2026

Super Micro Computer’s $7 billion capital raise is weighing down the stock.

Wall St. Cashes Out, Peace Deal Crashes Out, Semiconductors Smashed Up

Avatar photo Stephen Guilfoyle on June 11, 2026

Let’s check the fighting with Iran, why Wall St. is cashing out, how far the semis fell, and why inflation numbers are more nuanced than they appear.

Google Likes Intel. Nvidia Appears to as Well. And So Do I

Avatar photo Stephen Guilfoyle on June 9, 2026

Here’s how I’m going to handle this tech name as Alphabet and Nvidia reportedly eye INTC as backup to Taiwan Semiconductor.

5 Stocks With Relative Strength Right Now

Avatar photo James "Rev Shark" DePorre on June 8, 2026

Roku (ROKU)

Semiconductors are leading a bounce, but this is not a market that can be trusted.

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