AUTHORS
Eric Jhonsa
Eric has a B.A. in Economics from Columbia University. He can be reached at eric.jhonsa@thestreet.com.
Follow Eric on Twitter: @EricJhonsa
Recent Articles By The Author
Netflix Reports Earnings on Tuesday: 5 Important Things to Watch
Along with its total subscriber adds, keep an eye on Netflix's regional growth rates, as well as its free cash flow guidance and content spending outlook.
TSMC's Guidance Did Nothing to Spoil the Fun for Chip Stocks
Though the chip manufacturing giant is lower post-earnings, there's a lot to like about its revenue and capex guidance, as well as other commentary it shared.
Small-Caps and Tech Giants Present Opportunities as Bubble Stocks Deflate
The selloff in speculative tech names likely has further to go. But other tech names could still do well as markets rotate.
6 Thoughts on Intel's Bold Manufacturing Plans and Subdued 2021 Guidance
The chip giant is clearly thinking big under new CEO Pat Gelsinger. But a turnaround will take time to pull off.
3 Types of Tech Stocks That Could Do Well Amid a Lengthier Rotation
Tech companies likely to see revenue growth inflect higher could continue doing well, as might relatively inexpensive ones that are poised to continue growing.
5 Chip Stocks to Consider as Markets Tumble
While chip stocks have outperformed in recent months, some still look intriguing as tech stocks in general sell off this week.
Why the Plunge in More Speculative Tech Stocks Might Not Be Over Yet
High valuations, margin debt and the ARK effect could lead to more pain for some names. But the selloff could also create buying opportunities in other tech companies.
The 1999/2000 Bubble Didn't End All at Once...and This One Might Not Either
One possible outcome: The party ends relatively soon for some of the more speculative names, while other high-multiple stocks remain strong until inflation and the Fed become issues.
Microsoft May Have Eyed Pinterest for Some of the Same Reasons It Wanted TikTok
Microsoft owns a slew of assets that it could use to strengthen each business, and it could see strategic value in owning a popular consumer social media platform.
How the Pandemic Is Driving Speculative Manias in Stocks and Many Other Markets
While the Fed and stimulus have clearly played roles, the pandemic's psychological effects on many people have also arguably been a factor.
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