I am not a fundamental analyst though I passed the Series 86 exam years ago What I do is listen to the fundamentals from time to time. I like to pay attention to "knock on effects", and what can happen after the obvious.
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Monday was up, Tuesday was down, and the McClellan Summation Index marked a minor change, so let's dig in.
The DRAM and NAND giant is upbeat about smartphone, gaming, notebook and cloud demand trends, but is cautious about enterprise demand and memory pricing.
We're seeing a good variety of action, and stocks with superior fundamentals and charts are doing well.
We'll witness some action in Suro Capital, which has an ownership stake dating back to when Palantir was private.