Time and time again, U.S. and/or Chinese tech stocks have made big moves on policy changes in Washington or Beijing that few saw coming.
I'm betting the QQQ is going to end the week on the wrong side of $270.
Stocks are reasonable. Or even cheap. There will be more sell-offs ahead but remember this day and do not get too negative.
A familiar pattern has emerged potentially signally a 15% breakout from the current print.
TikTok tries to satisfy the Gordian Knot of Trump push and Chinese pull through partnership deal with Larry Ellison's Oracle.
We've become accustomed lately to gap-up opens on Mondays, but some fresh acquisition agreements are helping drive this Monday's action.
The big-cap tech leaders are still quite extended fundamentally and technically, but not nearly as much as they were previously.
KCAC has pulled back after exploding higher on announcing its deal to take QuantumScape public. It's a good time to look for entry points.
The Fed's money pumping has elevated new tech, but Jay Powell and the government haven't done any favors for many other stocks.
I have been telling you for weeks to raise cash -- we even sold a portion of every tech stock my charitable trust owns -- and here's why.