Eric has a B.A. in Economics from Columbia University. He can be reached at firstname.lastname@example.org.
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Recent Articles By The Author
The new Amazon CEO could choose to invest more in AWS and grocery delivery, and could also break with Jeff Bezos' historical aversion to stock buybacks.
The current memory up-cycle still has a ways to go. And with Micron's stock having tread water for several months, its risk/reward looks compelling.
Many stocks with nosebleed valuations shot higher in response to Fed policy becoming more hawkish, while many quality cheaper names sold off.
Following many years of big growth-stock gains and low inflation, some are dismissing credible risks much too easily.
Nvidia signaled that it expects very strong second-half server GPU demand, while Salesforce was eager to talk about the long-term impact of remote work on its business.
Cheaper software stocks have often sold off lately in tandem with more expensive peers. That arguably creates some opportunities.
There are still reasons to be optimistic about the long-term adoption of Bitcoin, Ethereum and certain other cryptos. But the selloff following a leverage-fueled speculative mania like the one we just saw rarely ends quickly.
AMD still looks poised to gain more CPU share in 2021 and 2022. And its gaming GPU business might be competitively stronger in 2022 than markets currently expect.
Among other things, Intel disclosed weak server CPU sales figures and shared more details about its plans to battle TSMC and Samsung in the foundry market.