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
Tag: lrcx
A Look Inside the US Stock Market
US stock market leadership is intact We noted in NFTRH that Semiconductor leadership was well intact, but overbought. That is being remedied now as SOX/NDX
Canaries at Odds
This article calls junk bonds a canary in a coal mine. Analysts often view ructions in the high-yield, or “junk-bond,” market as a canary in
NFTRH; The Latest Word on the Semi Equipment Cycle (high priority)
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
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