Weekly Roundup: Portfolio Extends Lead, Adds Firepower Ahead of Earnings Season
We locked in gains on three holdings, giving our cash levels a boost as the Q2 earnings season heats up.
The Meta Effect, Semis Surge, Wall Street Says, ‘What War?’
Markets brush off fighting with Iran as Meta talks about making its own AI chips; South Korea’s SK Hynix lists on Nasdaq; I give a chart checkup on the market.
Chart of the Day: Bloom Energy’s Pullback Could Be Just What the Bulls Needed
It’s been tough to get on board this name but now there is finally an opportunity.
Chart of the Day: This All-Star Is Waiting for a Catalyst
Strong EPS growth will help buoy the company through a stormy mortgage market.
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.
Chart of the Day: A Close Look at Bank of America as Earnings Approach
The stock is showing strong leadership with Q2 results out next week.
Chart of the Day: Marvell Is Taking a Breather
The high-energy semiconductors may be undergoing a correction.
Michael Burry Vs. My Panic Points; Ferocious Foxconn Sales; Bad Jobs Data
Why I’m sticking to plan on memory stocks; also, let’s brace for the week ahead, check the markets’ charts, and interpret those jobs numbers.