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Semiconductor stocks face further downside but potential remains. Memory names, especially Micron (MU), are high-risk in H2 due to supply increases, w...
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Broadcom: VMware-Driven Sell-Off Is A Buying Opportunity
Broadcom remains a core portfolio holding, despite a recent 6% sell-off driven by a VMware security vulnerability. AI semiconductors now comprise half...
Micron: I Think We Could Get An Upside Breakout
Micron Technology is at a tactical short-term buy point, with bullish technical signals and supportive fundamentals. DRAM and NAND markets remain tigh...
The S&P 500 May Be Heading For A Major Volatility Shift This Week
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