"Naysayers will argue, we view reasonably, that recent demand has been artificially inflated by inventory increases in China (trade related), Intel ( INTC) CPU shortages that persist, and Micron not seeing cost reductions in NAND for a few more quarters. Our view is for investors to take advantage of those on the street who may obsess over the minutiae exact timing of the cycle recovery."
More from Stocks
When we get the truth we must recognize it for what it is.
The charts of TMO are positive.
But rates to stay -- now let's see what happens after Fed's comments.
I am saying point blank that neither Starbucks nor Advanced Micro Devices is priced for the future. But they will adjust.