Latest Insights on XLNX
AMD Ascends; S&P Double-Plus Bad; Leaving Las Vegas
October 27, 2020 Great Stuff
House of the Ryzen Sun Great Ones, we’re watching an era end in the semiconductor market. A changing of the guard. A capitalist election of the highest order. No longer does “Intel Inside” rule the roost. Behold AMD’s ascent. Okay, somebody’s got delusions of grandeur. Too much Death Wish coffee this morning? What gives, Mr. […] The No. 9 Cloud: An Earnings Season Fantasy
October 19, 2020 Great Stuff
Stock and Roll Fantasy Here come the jesters, one, two three … it’s all part of my earnings fantasy. I love the music, and I love to see the crowd. Dancin’ in the aisles and tradin’ out loud… If this isn’t your first issue of Great Stuff — welcome, if it is! — you know […] Chips, Pizza, Pot and Political Theater
October 9, 2020 Great Stuff
Friday Four Play: The “OMG, Why Are We Talking About Politics” Edition Well, we made it through another week … somehow. And somehow, we’re right back where we started. Remember the three pillars in Monday’s Great Stuff meme? Government stimulus, the Fed and tech stocks holding up Wall Street? After President Trump backed out of […] Hong Kong Fluey; Airlines Clash; Chip Hopes Dashed
January 27, 2020 2020 Financial Crisis, Great Stuff
Hong Kong Fluey It’s no secret that I like being right, dear readers. But not like this … not like this. The Wuhan coronavirus has spread to nearly 3,000 confirmed infections and close to 80 deaths. China has now quarantined 16 cities, issued a group-travel ban and a ban on eating wild meat in Wuhan. […] Semiconductors Rally on U.S.-China Truce: Here’s 1 Bullish Play
January 21, 2020 American Investor Today, Economy, Technology
The semiconductor space is rallying on news that the U.S. and China reached a phase 1 trade deal. Chad Shoop looks at one beaten-down stock to capture the next rally higher. He also lets you know about an exciting new series that will turn you into an options pro in just three lessons! (20-minute video)