NFTRH 669, out now
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…
Comments Off on NFTRH 669, out now
August 22, 2021
Semi sector’s nuts & bolts are starting to fly off
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,…
Comments Off on Semi sector’s nuts & bolts are starting to fly off
August 17, 2021
Semi Equipment leadership is rolling over
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…
Comments Off on Semi Equipment leadership is rolling over
August 13, 2021
Semiconductors
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…
Comments Off on Semiconductors
August 5, 2021
NFTRH 666(6), out now
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…
Comments Off on NFTRH 666(6), out now
August 1, 2021
On Semiconductor Fab Equipment
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…
Comments Off on On Semiconductor Fab Equipment
May 24, 2021
Semi Chip Making Capacity Initiative
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…
Comments Off on Semi Chip Making Capacity Initiative
May 13, 2021
AI Chips: What They Are and Why They Matter
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…
Comments Off on AI Chips: What They Are and Why They Matter
October 5, 2020
A Look at the Global Semiconductor Sector
The global Semiconductor segment has blown away all other segments in 2020, the year of... well, you know. Sure, all those game boys are sitting on the couch blowing each…
Comments Off on A Look at the Global Semiconductor Sector
August 21, 2020
Today vs. 2012; Different This Time for Gold
Gold bugs will remember 2012 as the last year of hope that gold was still in its bull cycle as it managed to hold key support around 1550 into year…
Comments Off on Today vs. 2012; Different This Time for Gold
November 22, 2019
Semi Sector Leads, Laggards Lag
The graphic shows you that the media have now, months later, caught up to the story. As we have been noting all year, Semi leads and Semi Equipment and Materials…
Comments Off on Semi Sector Leads, Laggards Lag
November 15, 2019
Semiconductor Leadership Has 1 Year Birthday
NFTRH has tracked the intact leadership chain for the US stock market for all of 2019 and indeed since Q4 2018, with the front end (SOX/NDX) and the back end…
Comments Off on Semiconductor Leadership Has 1 Year Birthday
November 6, 2019
Mainstream Catches on to the Semi Rebound 8 Months Later
It was nearly 2 years ago when we noted that Wall Street and the financial media were leading people astray in a trend chasing exercise with a Semi sector that…
Comments Off on Mainstream Catches on to the Semi Rebound 8 Months Later
October 10, 2019
Semiconductor Sector; a Market & Economic Leader
The signals have persisted since the May lows in the Semi sector and in the broad markets. Nominal Semiconductor (esp. Semi Equipment) stocks and the sector's market leadership have remained…
Comments Off on Semiconductor Sector; a Market & Economic Leader
September 19, 2019