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
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.
Reopening Plays Deserve a Closer Look With Vaccine Progress and Other Events
Recent vaccine-related data is encouraging, and the stage is being set for a major second-half surge in travel, dining and live events spending.
2021 and 2022 Look Difficult for Intel, While 2023 -- Might -- Be Better
Competition from AMD and ARM CPU developers looks set to take a toll over the next two years. But Intel could be in better shape in 2023 if its new CEO is ready to make some tough choices.
Netflix's Post-Earnings Surge Might Bode Well for Microsoft, Facebook and Amazon
The streaming giant's numbers and commentary were arguably just good, rather than amazing. But with its stock having underperformed for months, that's all that markets needed.
Cybersecurity Stocks that Lagged in 2020 Could Get Boost from SolarWinds Hack
The hack stands to drive an uptick in corporate and government spending to protect both on-premise and cloud assets.
TSMC's Big 2021 Capex Budget Might Have Something to Do With Intel
While expected demand from clients such as Apple and AMD is also probably motivating TSMC to invest more, the size of its 2021 capex budget suggests other factors are also at play.
How Intel and AMD's Newest CPUs Measure Up
Intel's gaming performance is still pretty competitive, but AMD has a clear edge for content-creation workloads. And its CPUs often strike a better balance between performance and power consumption.
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