Super Micro stock is getting hammered on AI server Margin concerns after the same thing happened to Dell last earnings season This was a stock I casually considered buying on…
As the Biden administration obsesses on faulty and fantastical green initiatives (and all that carbon needed to implement them), the US is falling behind in the critical Semiconductor space This…
I had held AMD in Q4 2021, and when I saw NVDA start to slide ugly I noted in NFTRH that it and my AMD holding could flash a negative…
TSM moves higher, Semi sector toppy but intact In an NFTRH update on Monday I had expressed a view that the SOX index might have more downside as long as…
Himax stock (HIMX) getting decimated (really?) How can I hold a stock that is down 18% today and not run in fear? Let me count the ways. Partial profit was…
Semiconductor Digest, December 2021 I am under the weather and not really in a writing frame of mind. But I am slowly getting back into a reading frame of mind,…
As my portfolios get pressured by the market's fear of a Fed trying to stuff the inflation it created back in the bottle, I've had a second positive surprise in…
The Semiconductor sector for one, is ripping In the previous post I tried to show how insulting it is when Zero Hedge presents the old warmed over 'stonks gonna crash'…
Wolfspeed stock (WOLF) explodes From the October 14th Trade Log... Smart people have been saying WOLF (formerly CREE) should go up for months now, while it went down. Today I…
The Semiconductor sector appears to be re-taking leadership The broad Semiconductor sector is hinting to take back its leadership over big Tech and possibly the broad SPX as well on…
The Semiconductor sector has an internal warning... As if the economic cycle and thus the stock market did not have enough internal problems (e.g. the CESI divergence to the S&P…
Semiconductor Equipment, Test & Materials are flipping bearish The Semiconductor sector is a cyclical leading edge. Its Equipment sub-sector is the tip of that spear. It and some other picks,…
The tip of the spear that is the cycle leading Semiconductor sector is fading fast If broad Semi is a market leader, Semi Equipment is a leader within the Semi…
Semiconductor sector following through after our bullish preview Here is the updated chart of SMH (originally presented per the excerpt below), which I almost don't believe (if it were a…