|Day Low/High||3,036.70 / 3,122.44|
|52 Wk Low/High||1,626.03 / 3,552.25|
I'd keep my eye on strength outside of earnings, and CRSR has been strong.
I am raising my buy level for Amazon from $3050 to $3200 based on my new long term price target of $7000 and running new numbers. I just paid $3180 for some more Amazon.
The 'work from home' or 'economic lockdown' trade is close to being back on.
I love the Xilinx deal, but the technical picture is a concern and should be followed closely.
Its charts indicate that patience should be exercised when considering buying shares of the maker of hydrogen fuel cell systems.
While a lot of cloud-related enterprise tech spending still looks healthy, on-premise hardware and software spend is getting stung by both secular trends and macro pressures.
We're down and it's a rocky week ahead, but we have a group of five bull markets for times like this.
The obvious way is jeans but there are others as well.
The focus is still on stock picking and that is helping to prevent broader selling.
Traders have managed to shake off the headlines up to now, but that is becoming more difficult.
There is no stimulus deadline. There is no deal. There are only the games people play.
Neil S • 10 hours ago Based on the reaction of GOOG's stock to being sued, FB investors are probably saying "bring it on". FTC huddling as end to Facebook antitrust probe nears - report The Federal Trade Commission is "huddling privately" to discuss...
TSLA has now posted five consecutive quarters of profitability while rapidly increasing productivity as well as margin.
* The technical and fundamental signposts could be spelling near term problems ahead * Yesterday I moved to a medium-sized short exposure - adding to and initiating more short positions * I have a negative short and intermediate term market view "A...
Just take the three most obvious letters in FAANG -- Facebook, Apple, and Netflix -- they were all ideas from my children.
I'm starting to believe the legacy automakers may be the best way to play the EV space in 2021.
I wanted to remind everyone that, from a psychological standpoint, Walmart might be a big beneficiary from possible antitrust issues between the Federal Trade Commission and Amazon - in the FTC's attempt to open the channels of competition. Walmart...
* I would buy more Alphabet if weakness develops * A government breakup will likely take more than five years * That said, a government breakup (which is unlikely) would hasten the realization of Alphabet's value (much higher) While it is clear tha...
Monday showed some signs of not just profit-taking, but some risk-off behavior by professional managers. What gives? Why now?
I don't think it's time to step in and be brave unless speculation is one's game.
Fastly's big run-up in the weeks prior to its warning is a cautionary example of how many tech stock moves have had little to do with an informed analysis of a company's fundamentals.
Technically the selling action has been contained, but there are some reasons to be careful.
While 5G took the spotlight, the iPhone 12 line's camera improvements might ultimately be a bigger draw for many consumers.
Some patterns reveal themselves easily, and you can spot them ahead of the computer programs. Here are examples of them, and how to act.
Walmart continues strong and I continue to expect "ketchup" with Amazon . I have steadily added to this retailer.
FB seems like it has plenty of upside and is going to make a killing.
There is an opportunity to buy some of these names at a discount to their highs, with Amazon presenting the best bet.
* I started Monday in a large net long exposure * Yesterday was a conundrum that may have provided an opportunity * In response to the outsized market move, I ended Monday evening in a medium-sized net long exposure * "Nothing's Gonna Change My Clot...