Semiconductor

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Looking for a bullish semiconductor bet? MCHP isn’t it

As trade tensions have restored volatility to the market, sectors like Industrials and Technology appear to be on the bleeding edge of risk exposure. That’s because the longer tariffs remain in place – and both the U.S. and China keep drawing their own respective hard lines in the sand about trade – the more the […]

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Are tech stocks like LRCX a bad bet as trade worsens?

Market volatility has come back in a big way over the last two days. I don’t think it should be all that surprising, given the way that trade and tariffs have dominated market commentary for most of the last year and a half. Even as officials from both the U.S. and China resumed negotiations last […]

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Jim Cramer just called MRVL “the #1 5G stock.” Why that doesn’t make it a good deal for you

If you pay attention to the stock market, you inevitably become familiar with some of the personalities that take up space on market media to talk about it. On CNBC, for example, Jim Cramer is an ever-present commentator. Not only does he host his own “Mad Money” show in the afternoons on the network, you’ll […]

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Chip stocks just got an unexpected boost – but that doesn’t make XLNX a bargain yet

Tuesday after the market closed, Micron Technology (MU) released its latest quarterly earnings report. MU is one of the most important players in the semiconductor industry, and since semiconductors are quite literally on the bleeding edge of U.S. – China trade, it only seems natural to pay attention to the stock. Their earnings report is […]

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China
Fibonacci Retracement
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Semiconductor
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Tech Industry
Technical Analysis
Technology
Trade War
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Value Stocks

Beaten, but not broken: don’t ignore INTC’s value proposition

If you read my highlights in this space on a regular basis, you’ve seen me highlight a number of stocks in the semiconductor industry. It’s an interesting segment of the market to me for a number of different reasons. Over the last decade-plus, it’s been one of the highest-performing pockets of the market, arguably one […]

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China
Fibonacci Retracement
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Semiconductor
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MU is a perfect example of the problems a longer trade war could create for U.S. stocks

It’s interesting to see the different reactions people have to news. Not surprisingly, a lot of it has to do with the kind of news we pay attention to. If you pay more attention to politics, then you’re likely to be most passionate about current political events and issues. If you’re an active investor, then […]

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China
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Amid Huawei Fallout, These Are The 3 Chip Stocks Investors Should Consider Buying

One expert says these 3 chip stocks are better insulated from the trade war than others in the sector.

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China
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Semiconductor
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Technology
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Value Stocks

NXP is a case study in semiconductor risk right now

Monday marked the beginning of a new chapter in the trade war between the United States and China that is beginning to ripple clearly into the market. Before the market opened, analysts were surprised by the announcement that tech giants Alphabet (GOOGL) and Qualcomm (QCOM) were taking steps to cut off Chinese telecomm behemoth Huawei […]

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Telecommunication
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Why SKWS is a smart long-term 5G value but big short-term risk

Ongoing trade uncertainty has continued to contribute to a high degree of volatility in the market. With both sides only seeming to be intent on ramping up their own respective rhetoric, it seems unlikely that any kind of resolution is unlikely to be found in the near term. I expect that to translate to ongoing […]

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Uncategorized
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Value Stocks

KLAC is down 15% this month – is that a good thing for value investors?

Trade war, trade war, trade war…it really seems like investors are discounting all other information in favor of the next sound bite or tweet from the Trump administration or from China. After ending last week with a big sell off, and starting this week on the same note, the market is hyper-aware and super-sensitive to […]

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Fibonacci Retracement
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Semiconductor
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Tech Industry
Tech Stocks
Technical Analysis
Technology
Trade War
Valuations
Value Investing
Value Stocks
Value Traps

Do trade tensions make AMAT a smart buy?

The market rallied strongly yesterday; I guess that shouldn’t have been too much of a surprise, since investors are apparently so fearful of the prospect of what an extended escalation of the trade war that the entire market seems to be hanging on every tweet or sound bite that comes from the White House or […]

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