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.
We Got the Selloff. So Where’s the Fear?
Let’s discuss why sentiment readings have me ‘on edge’, what it would take for an oversold bounce, a formerly parabolic stock and much more.
High-Stakes Fighting in Hormuz; Hostage to Hynix; Fading ‘Memory’ Basket?
Here’s how I’m handling my memory/storage trades as DRAM ETF, stocks like SanDisk take a hit; also let’s check Iran, the Fed and bank earnings.
Back to Work With a Key Market Level You Should Be Watching
It’s a choppy market that can slice, dice, and chop your portfolio. Here’s what I’m paying attention to.
Semiconductors Lead, but the Chip Story Is Changing
Even as semiconductors continue to power the market higher, chip makers face a $1 trillion question.
Chip Heavyweight Hynix Projected for $28 Billion Record IPO
Shares in the Korean semiconductor firm are set to list on Friday and raise a record amount for a company based outside of the U.S.
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.
2 Types of Rotation Are Driving This Market
The semiconductor sector is under pressure again Tuesday morning following Samsung Electronics’ earnings news.
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.