Latest Insights on AMD
China, Aliens and Earnings … Oh My!
July 15, 2019 Great Stuff
I leave for a week … and this is what I come back to? More than one million Facebook Inc. (Nasdaq: FB) users have signed up for a raid on Area 51 in Nevada on September 20. The goal of these intrepid raiders? To “see them aliens.” Has the whole world gone mad? Actual market […] The Trade War Truce Rally: AMD, Apple, Nvidia and Oil?
July 1, 2019 Great Stuff
Today’s G-20 rally is no surprise. There was no way President Donald Trump was coming out of the G-20 meeting without a win — one way or another. And he certainly got a win. I’m not talking about the pause in the trade war — that was a given. It fits Trump’s M.O. to a […] Why Now is Not the Time to Buy Micron Stock
June 26, 2019 Great Stuff
Chips are back, baby! Micron Technology Inc. (Nasdaq: MU) is parting the Red Sea, rallying more than 12% and leading semiconductor stocks to higher ground. Nvidia Corp. (Nasdaq: NVDA) and Advanced Micro Devices Inc. (Nasdaq: AMD) are both up about 5%. Applied Materials Inc. (Nasdaq: AMAT) is up nearly 4%. Even Qualcomm Inc. (Nasdaq: QCOM) […]Don’t Wreck It, Ralph
June 20, 2019 Great Stuff
I’m no Ralph Kramden, but even I can see that the market is ready for launch. Like I said in yesterday’s Great Stuff, anything but complete inaction by the U.S. Federal Reserve was likely to spark a rally — and save Fed Chair Jerome Powell’s job. All Powell had to do was drop the word “patient” from the Fed’s […]Are You Ready for Another War?
June 18, 2019 Great Stuff
There are so many wars right now, I’ve lost count. There’s the U.S.-China trade war. A potential U.S. war with Iran. A war on LGBTQ people. Even a war on Christmas. You might be all warred out, but too bad. There’s yet another war brewing. European Central Bank (ECB) President and amateur Bob Saget impersonator, […]