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
4 Positives for Tech Stocks Right Now...and 4 Reasons to Be Cautious
While earnings season and lower commodity prices have cheered tech investors, the Fed's stance and recent speculative behavior provide reasons for concern.
Tech Earnings Season: 5 Things That Have Stood Out So Far
Demand is cooling for some products and services, and a strong dollar is a clear headwind. But not all of the news has been bad.
Why More Cloud Software M&A Might Soon Be On the Way
Many fast-growing cloud software firms are now far from expensive, and both their business models and IT spending trends make them appealing targets.
Is Pinterest's CEO Change Good News? It Depends on How You Look at It
Plus, why a report about an Apple 5G modem setback sounds believable.
Barring a Major Recession, Some Chip Stocks Look Very Cheap Right Now
Many quality chip stocks now seem to be pricing in a massive downturn, rather than just a typical down-cycle.
Some Tech Companies Can Weather a Downturn Much Better Than Others
Taking a selective approach towards tech longs makes a lot of sense right now.
Thoughts on Netflix/Roku, Apple's WWDC News and Intel's Cautious Outlook
The idea of a Netflix/Roku merger sounds less crazy than it would have before April.
4 Reasons to Be Cautiously Optimistic About the Tech Sector
Many tech valuations are now back to 2016 or 2017 levels, and quite a few contrarian indicators point to extreme bearishness.
Where Nvidia, AMD, Intel and Qualcomm Shares Now Stand
Following their recent selloffs, two of these major chip developers arguably present compelling risk/rewards.
5 Reasons Why Many Beaten-Up Internet and Chip Stocks Now Look Cheap
For people willing to brave the waters, there are now quality names with distinguishing characteristics that look attractive.
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