Lam Research Corporation (LRCX)

Splitting one's bets between blue chips and a smaller basket of high-upside plays with more risk could work well over the long run.

Chip equipment and memory stock particularly look more attractive now.

I would rather stand aside from new commitments until the dust settles.

There is no political will on either side of the aisle to address ever expanding deficits.

It may not be too late to take part in the positive market action on semiconductor stocks, but be cautious. Here is how things stand.

TSMC issued a strong Q1 sales outlook amid heavy demand for its most advanced manufacturing processes. And it shared a capex budget that has given a boost to chip equipment stocks.

MagnaChip Semiconductor and Ichor Holdings have joined the ranks of industry firms to announce that their Q4 sales were better than previously expected.

I am simply respectful of the power of hope melded with the strength of so many parts of technology and I want to buy, not sell, these stocks when they get hammered.

Let's review 2019 performance of RMPIA in relation to stock indexes and see what's ahead.

Those long on LRCX could set their sights on rising price goals -- around $380 is our longer-term target.

There are several themes today. A suspension of critical factors? I would like to think a skepticism is taking over from ignorance.

This company made headlines in 2019, and I'm betting on it as a great play -- in many senses of the word -- for this new year.

A lot of the names that fell hard after the Clinton impeachment have been record earners since then.

Don't miss big moves in 2020, focus on how stocks can go up, especially big names that are beaten down.

Lam Research can continue to be traded from the long side, as it continues its run upward.

The PC giants said they now expect Intel CPU shortages to continue into 2020, with Dell indicating costlier CPUs are now also affected. That could spell a bigger opening for AMD.

Also, Fed Chairman Powell says there are no plans for a U.S. digital currency (for now), plus Tesla's electric pickup.

Let's review the charts and indicators.

Tesla and Lam Research are soaring post-earnings, while Twitter is plunging. Here's a look at what's driving the moves.

On the biggest day for earnings reports in the S&P let me give you my scorecard to date so you know which pile your stocks might land in.

The indices are within striking distance of the July highs after moving into position for a possible strong finish to the year.

Hire a lot of people, work with the Chinese government, and play by the rules.

The Defense Department's potential $10 billion award for their cloud computing contract is a never ending saga with Microsoft and Amazon as finalists.

The tech sector has been the victim of the recent "on again, off again" rotation. That may really just mean that the group has been victimized by its own success.

Microsoft, Lam Research and several other companies have announced hikes in dividends, so let's break them down.

So many companies -- like Netflix, Facebook and Johnson & Johnson -- are not trading on earnings per share, but on factors that are nearly impossible to quantify.

Let's check out the charts of this chip stock.

Recent pricing data, upbeat analyst reports and a guidance hike from a Taiwanese memory maker give fresh reasons to think the memory industry's downturn is nearing an end.

Samsung and Western Digital both suggest memory demand is improving following a very rough first half of the year. And Lam Research's outlook suggests industry supply growth is falling sharply.

The Fed chairman's news conference threw markets for a loop with hawkish words that did not support the Fed's dovish actions.