‘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?