Adding a Bit of SanDisk
I added small to SNDK ($SNDK) at $1,085 in premarket trading.
Positions: Long SNDK S
How to Navigate a ‘Chip-Wreck’; Watching the War Grow, Fed Day!
Fighting spreads after surprise attack, Fed Day lands, and let’s look at the rotation and what to make of the semiconductor crash.
The Fed, the Rotation, and Why IBD Is at Minimum Exposure
As the Fed decision sets up for a strong reaction, here’s what to watch. Plus, why IBD is at minimal market exposure while the Dow rallies.
Last Night Trading
I added to my Sandisk ($SNDK) trading long rental at $1,068 last night.
Position: Long SNDK (S)
SanDisk Update
My cost basis on my ($SNDK) trading long rental is $1,169 (well below last sale!).
Positions: Long SNDK S
Chips Take a Dive, Oil Slides, SpaceX Burns Off … a Trillion
The good news is Iran and the U.S. seem to be talking again. The not-so-good news is the AI tech trade and all its parts are falling fast. Let’s dig in.
Bad News for Google and Tesla Is Good News for Chips and Data Centers
Higher capex guidance is punishing hyperscalers while their suppliers celebrate.
Chart of the Day: Micron Comes Down With a Bout of Volatility
The big DRAM company has strong earnings and growth but investors are wondering just for how long that will be.
Oil Climbs; AMD Takes Stage; Google, Other Big Earnings on Tap
Iran fighting rages on; Advanced Micro Devices showcases at AI event; GM, Alphabet, IBM, Tesla, Lockheed Martin and American Express among names reporting.