The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
Taiwan Semi to Hike Prices, AMD Advances, Iran Fighting Expands
Here’s the latest on the war with Iran, threatened tariffs on Canada, and the semiconductors as AMD & Microsoft cozy up with Helios deal.
Oil Climbs; AMD Takes Stage; Google, Other Big Earnings on Tap
Iran fighting rages on; Advanced Micro Devices showcases at AI event; GM, Alphabet, IBM, Tesla, Lockheed Martin and American Express among names reporting.
War Returns, Semis Snap Back, Fed Frets Over … AI Inflation?
Let’s check the latest in the war on Iran, how SanDisk climbed along with the semiconductors, the Fed’s new concern … and, wow, the indirect bidders!
Micron’s Mega Move; Banks’ Clean Bill of Health; Wendy’s … Wow!
Micron blows away expectations, boosting storage trade; banks pass stress test, Lockheed locks up defense deal and, wow, Wendy’s!
Is SpaceX the ‘Trap Door’ to a Global Tech Beatdown… or an Opportunity?
Here’s why it’s not a time to panic and my trading plan for navigating this weakness.
Rocky Start to Iran Deal, Charting LESS Volatility, Bracing for Price Data
Let’s check the latest on the Iran deal after a bumpy weekend; also, how the bears, bulls and … Sarge sees the chart of the S&P.
SanDisk Hits Magic Number; Semis Surge; Marvell, Micron Jump
How should we approach SanDisk now that it hit our price target? Also, let’s chart the market to see if it’s our ‘cup’ of tea….
My Tech Price Target Reveal; Out-of-This-World IPO; Peace … At Last?
Let’s check my price targets for Micron and other storage and semiconductor stocks, SpaceX’s IPO, the latest on Iran talks.
From Meltdown to Manic Monday: Erratic Tech Trade, Peace-Fire, Grumbling Chart
Let’s check the latest on the supposed peace deal, make sense of the hot-and-cold tech trade, and sort through the crowded IPO filings.