Marvell Tie Up With Google Brings Big Potential
It would be a mistake to give full credit to the implied potential or to rule out Broadcom.
A Potential Tell as Chip Stocks Come Under Pressure
We continue to see a favorable fundamental outlook, but we’re waiting for a better technical one.
Iran Escalation and AI Spend Leave Me Bearish Despite All-Time Highs
There can’t be much upside left.
‘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.
Positive Seasonality Fails as AI Trade Sees a Shift
The action looked good ahead of the July 4 holiday but then a major shift took semiconductors to the downside.
Memory Stocks Made Us Some Cash, Then Came Wednesday. Now What?
SanDisk, Micron, Western Digital and others got a Wednesday beating, so let’s take a look at the charts and see how to handle ’em now.
‘Big Short’ Michael Burry Shorts the AI Trade
Was Wednesday’s poor market performance a warning of things to come?