Our move is still in progress (boy is it ever!), but I have a desk, a computer and an interim internet connection. All that's missing is home cooked food and…
NFTRH 917 This report started out like any other. A geek doing his geek-like thing, managing what has been a thus far successful market phase. But as the report wore…
The Semiconductor Bubble is about over-valuation and momentum, outstanding fundamentals will not stop the correction to come Note: Never will you read one word of my material that has been…
Macro shifts in favor of commodity related stocks This is not Grandpa's macro, and these are not Grandpa's commodities. The traditional commodity complex has shifted to more critical status, amplified…
Here is me, as interpreted by a machine that sounds way better than me It's chilling. I have written a lot of words about my views on yield curves, the…
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…
Arista Networks Stock (ANET) takes off in after-hours Per Friday's Trade Log after I'd already added the drop in ANET and upon seeing it drop more: Not sure what is…
In a nod to the Trump administration, on which I am often very hard, I now understand why they would seek to impair parts of the US Semiconductor Equipment industry…