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On November 21, 2017 we noted… Semi Equipment Spending Record, 2018 Growth, But… With the key being the “but… “ Per that post… What got
We began tracking this negative divergence in NFTRH last year as the leadership of two premier Semi Equipment companies began to decelerate vs. the broad
I am having trouble logging into Fidelity and thus managing my own affairs, so time is limited and this post contains no fundamental facts to
What got me checking into the SEMI data is a goofy MarketWatch article featuring a fund manager who owns the FAANG type stocks at 30
I took profits on a couple of items in order to seed into some non-starters that I feel will do well for as long as
You know that when I write a title like that or highlight a potential baby (read: short-term implications only) H&S on AMAT the words are
While some might want us to focus solely on the big layoff at Cisco, why don’t we stay with what is actually happening. What is
A semi ‘+’ update (pun completely unintended) on Applied Materials being sent to all subscribers (as opposed to email opt-ins) due to our macro theme
These bottom feeder plays can be difficult because they do not have established trends like momentum plays. Unfortunately, a momo is not who I am.