Applied Materials, Inc. (AMAT)

It's not all doom-and-gloom for tech heading into the new year. Here are some predictions about what 2022 will bring for the sector.

Expecting recent trends to continue -- and not looking further into the past for parallels -- has driven a lot of questionable behavior in 2021 from both retail and institutional investors.

The push-out of semiconductor revenue into 2022 portends another strong year ahead.

The tech sector's tumble might have more in common with the events of 1987 than those of 2000/2001. If this proves the case, some buying opportunities are forming.

Whether panicked sales over these past few days, especially Wednesday, prove to be either the 'fast' or 'smart' money remains to be seen.

In the wake of Monday's tech rout, here are a few things I like about the tech sector at this crazy moment in time, along with a few things that have me concerned.

Energy prices have turned out to be the primary driver for what now appears to be 'out of control' consumer-level prices.

Plus, we continue to wait with bated breath to see where Congress goes with President Biden's two big spending initiatives.

An environment in which valuations matter more and dip-buyers can't always be trusted to save the day is one in which it could help to pick one's spots carefully.

Does the cooler core CPI print give the fiscal doves a leg up in negotiating the size and scope of whatever they'll end up passing, probably later this month?

Here's where AMAT is headed, according to the technicals.

Some pandemic beneficiaries are seeing growth slow down. But secular and/or cyclical trends remain strong for many other tech names.

The U.S. economy's next recession has already been scheduled. We just don't have a specific quarter just yet.

Plus, a look at what's going on inside the trader's brain as he looks at Walt Disney, Airbnb and SoFi Technologies.

Also, the NFIB Small Business Optimism Index printed at 99.7 for July, still on the strong side, but well below June's print, and well below expectations.

Just as fears of Fed tightening and a trade war created buying opportunities in tech and elsewhere in late 2018, arguably overblown fears about the Delta variant's economic impact are creating opportunities now.

Peak says sell now or forever hold your peace because you can only go down from here.

I've been hot for the semis for a good while now because of the widely covered shortages that are creating significant pricing power.

Many stocks with nosebleed valuations shot higher in response to Fed policy becoming more hawkish, while many quality cheaper names sold off.

Let's review the charts and indicators.

Let's look at the many positive story lines out there -- which having nothing to do with the Fed -- and what they mean for investors.

The NABE survey is what moved markets on Monday. Don't let some non-practitioner tell you differently.

Last week was the first week in ages that I thought there was as much good inflation news as bad even as very few seemed to notice it.