NFTRH+; Semi sector [w/ edit]
[edit] Upper gap filled. Lower gap open. Hold immediate support or it's going to get uncomfortable. My view of the Semi sector is that it is much less cyclically volatile…
[edit] Upper gap filled. Lower gap open. Hold immediate support or it's going to get uncomfortable. My view of the Semi sector is that it is much less cyclically volatile…
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…
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,…
A brief sector review While I hold a special place (in my thoughts and in NFTRH) for the gold stock sector due to its counter-cyclical nature, it's a big market…
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…
Through hard and thorough work we are right with the macro. Nobody that I know of was talking about a summer cool down back in the spring. We were, it…
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…
NFTRH 666(6) took a focused look at Semiconductors, updated/added more details to the gold stock view (adding new weekly miner/royalty charts), did a full Commodities segment and updated the current…
The Semiconductor Equipment sector is part of the solution to the Semiconductor supply shortage problem Per NFTRH 656 and several editions previous to it, we have been viewing the Semi…
Calls for funding US chip production The market will show me to be wrong if the likes of AMAT and LRCX break down. I hold both of them because while…
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…