What’s Our Game Plan for Palantir?
Let’s discuss PLTR’s oversold condition, increased earnings expectations, and notable valuation.
Stock Picking Is Working as Mag 7 and Chips Battle. Here’s What I’m Trading.
I’m heavily weighted in this one sector, while adding to one name on news.
Micron Report Is Greatest in Recent ‘Memory’. Here’s How I’m Responding
Micron’s quarterly report could be among the best in the history of corporate America. But will we see a Hynix hiccup?
Here’s Our New Micron Price Target After It Crushes Earnings Estimates
Not all of the semiconductor manufacturers are looking as good as Micron, however.
Oil Falls to Pre-War Levels: 8 Key Items Shaping the Stock Market Thursday
Micron’s blowout earnings, May PCE, Bank dividend announcements, and other headlines are moving stocks this morning.
Why Booming Chip Demand May Not Be Great News for the Stock Market
Micron surpassed elevated expectations, but the Mag 7 is paying a price.
Watching the Semiconductors for Clues
This remains an either/or market. But the semis are at an important point and we’re watching to see if they can rally here.
Micron Delivers, but Will It Help the Broader AI Trade?
Profits for Micron mean more spending and tighter margins by everyone else.
More Reasons to Pay Attention to Micron’s Earnings and Guidance
SK Hynix is teeing up a U.S. IPO, and it stands to benefit these two holdings.