When we were originally alerted to the coming slowdown in Semi Equipment, my industry contact had been working to a Q4 2018 to Q1 2019
Tag: lrcx
Semi Sector 9+ Months On…
On November 21, 2017 we noted… Semi Equipment Spending Record, 2018 Growth, But… With the key being the “but… “ Per that post… What got
Semi Sector: A Warning or a Buy?
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
Mutant Canaries Chirping in Semi Sector?
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
Semi Equipment Spending Record, 2018 Growth, But…
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
Targets Are Not Stop Signs; LRCX Edition (plus a mini screed)
Way back on June 20, 2016, as we were getting bullish the Semiconductor sector, we did an NFTRH+ highlight on LRCX. That was the 1st
Checking in on the Semiconductor Complex
A few weekly charts (the index, the primary chip maker, an equipment company and a materials company) to gauge the progress of this sector that
Semi Equipment Company, AMAT: Record Earnings
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
Taking More Semi Profit (LRCX)
Thing 1 is Lam Research, a Semiconductor Equipment company. I have held it for weeks but given the market’s short-term risk profile, am taking well
NFTRH+; On the Lam (public)
On Monday we had NFTRH+ updates on a couple of prime Semi Equipment names, Applied Materials (AMAT) and Lam Research (LRCX). This was a logical
NFTRH+; LRCX
This is a stunning technical view of another Semi equipment company, Lam Research. With all due caveats about a news-filled, roiled week in the markets,
Semis Bearish, as Projected; NFTRH+ Short LRCX Finally Cracks
NFTRH+ short idea LRCX (chart below is from the original update) tested my patience royally. As it whipsawed above and below 80 I held it
NFTRH+; an NFTRH Update and a Short Trade Setup Against a Major Semi Equipment Co.
In an NFTRH update we reviewed the newly negative Semiconductor Equipment sector book-to-bill data. After seeing that I checked with a former associate of mine