It’s been all systems go for Nvidia (NVDA) the last few years and you can’t blame me for not letting you in on the trend . Here’s the Google Finance page where you can also see the big all-time high breakout back in June when I first blogged it. I think we are a little …
Tagged: Semiconductors
Semiconductors…I have been looking at the wrong 'Tell'
The SMH is a useless ‘TELL’. Freaking Intel and some other old semi stocks like Applied Materials just count too much. My bad. The world has changed and I have been a tad lazy lately scouring for new ideas. At least I own nVidia (NVDA). That’s our semiconductor bellweather now. If you own a fund …
Semiconductors – Look No Further Monsieur Bull!
They are my bull tell. I outed the semi’s a month back and have been using the SMH as my bull tell since. I bought NVDA, SPIL and ASX let you in on what I was doing in those posts and Wallstrip . I am bulllish on the semi’s on any SMH close above $38. …
San Jose for the day….AND – ADOBE is poised
Come by and visit Wallstrip – Adam, Eddie and I will be yapping Wallstrip from 1-30 to 3-30 t the San Jose Convention Center from Jeff Pulver’s Network2.tv booth. Looks like a good day for some of Wallstrip’s tech stocks. Apple launches their TV, Nuance climbs above 15 and Adobe is nipping at all-time highs. …
Homebuilders – The NEW Value Trap
Five years from now when the homebuilding stocks are 20-30 percent lower and marking time, small investors will all own shares in what the institutions have distributed to them since mid 2006. The companies are not crap and they won’t be in 5 years, but the stocks will be value traps. Victims of a badly …
If I were to short…
Like buying strength, if I were to short and I occassionally do, I would be looking at the TRANNIES and SEMICONDUCTORS. In fact, that’s what I am looking at right now. Both have tight margins and are heavily leveraged to global growth. Both sectors are very weak. Trader Mike sits around all day cranking out …
MELT UP ? The semiconductor stocks are hinting….
Mother of god – Lam Research is at an all-time high. Novellus is up almost $3 bucks. Bbbbbbuuuuubbbbble flashback? I quickly pulled up AMAT and INTC – nah! Just a strong market where good performance is rewarded and crap is crap. This has to be the best market for traders in years. It almost makes …