Nvidia lifts most but not all tech boats
Yesterday, Thursday, February 22, Nvidia (NVDA) gained 16.40% at the close after beating Wall Street expectations on earnings and revenue after the market close on Wednesday. And then raising guidance for the rest of 2024. I think it’s safe to say we’re in the midst...
My 10 stocks for a core portfolio–you’ll have to sign up as a member (it’s free) to read the post with all the “why’s” in the Jim’s Extra section of this site
I think a well-constructed portfolio should resemble an onion. (Yes, to continue the analogy, it may make you cry in the short term, but the end result after cooking time is yummy.) At the center of that onion is a core built of stocks with extremely high,...
Your 10 Best Stocks for a Core Portfolio–and the “Why” for each pick
I think a well-constructed portfolio should resemble an onion. (Yes, to continue the analogy, it may make you cry in the short term, but the end result after cooking time is yummy.) At the center of that onion is a core built of stocks with extremely high,...
Micron’s revenue warning is shot across the bow of chip equipment makers
Yesterday, September 29, after the close of trading DRAM chipmaker Micron Technology (MU) reported fiscal fourth-quarter earnings of $1.35 a share and adjusted earnings of $1.45 a share. That was down from $2.42 a share in adjusted earnings in the fiscal fourth...
Another chip maker–this time is Micron–warns and chip stock take a hit
First, it was Nvidia (NVDA) cutting its guidance for revenue and earnings due on August 24. Today, August 9, it was Micron Technology (MU) warning that its revenue for the fourth-quarter revenue may come in at or below the bottom end of a forecast range provided in...
Chips bills moves closer to passing; and the winners are…
The Chips for America Act looks headed to a cloture vote in the Senate on Thursday. As the $52 billion bill now stands, it includes $39 billion for semiconductor companies to “build, expand, or modernize domestic facilities.” This funding is targeted at new...
Please watch my new YouTube video : Steady vs. hot hands
I’m starting up my videos again–this time using YouTube as a platform. My one-hundredth-and second YouTube video “Strong vs. hot hands” went up today. Hello there! Today I’m looking at a few stocks that exemplify what most experienced...
A stock isn’t a buy just because it’s cheaper than it was–Lessons from Disney on when to buy on the dip
After a huge rally like we’re had this year, it’s easy to fall into one of the most common buy on the dip traps. Just because a stock is cheaper than it was, it’s not necessarily a bargain. There’s nothing that says a stock has to return to its...
Taiwan Semiconductor beats on earnings, flags continued tight chip supply throughout 2022
Taiwan Semiconductor Manufacturing (TSM), the dominant independent chip manufacturer in the world, reported earnings today, October 14, of $1.08 per share for the September quarter. Wall Street analysts hd expected earnings of $1.04 a share. The stock closed up 2.35%...
Apparently everybody decided today that tomorrow’s March jobs report will show accelerating economic growth
With the financial markets closed tomorrow for Good Friday, traders and investors jumped in to buy today ahead of what is expected to be a jobs report tomorrow morning showing unemployment dropping to 6.0% (by the official measure) from 6.2% in February. The Standard...
Jubak Picks recommendation Applied Materials blows out the quarter and raises guidance
Given how strong the earnings beat was for the last quarter and how big the increase in guidance was for the next quarter from Applied Materials (AMAT) after the market close last night (February 18) today’s stock gain of 5.19% was actually rather modest. For...
Adding Applied Materials to my Jubak Picks Portfolio on chip shortage
As I noted in my January 13 video “4 picks for the chip shortage,” investors are looking at shortage of silicon chips that has hit the auto industry especially hard and that argues for a multi-year increase in capital spending to expand chip production at...
On the fifth day of Christmas my stock pick is Applied Materials–and five golden rings
All the work by Nvidia, Intel, Applied Micro Devices, and Alphabet that I described in my fourth day of Christmas stock pick post means lots of orders for the companies that make the machines that make the chips for new markets in artificial intelligence, data mining,...Jim’s Daily Email Alerts:
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