Skyworks Solutions Inc. (SWKS)

What if a stock is being propelled by actual events or changes?

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.

This is a market that thrives on certainty. We got it Friday.

We can't know exactly how the China-U.S. trade talks or our political battles will play out, but we can see the big ideas that will likely push companies higher.

Beijing is intent on reducing its dependence on American hardware, software and chips. But reducing it and eliminating are two very different things.

We're seeing lots of companies snapping up their peers, and the market is applauding.

At a time when many quality tech companies are staring at huge 2019 gains, spotting good deals takes a bit of effort. But it's by no means impossible.

Qualcomm's shares moved lower after it forecast strong growth for a chip business that will benefit from 5G adoption, but offered a more measured growth outlook for its patent-licensing business.

Five G is about massive digitization for pretty much everything and it's simply not believed.

Plus, a glance at news about Disney+, Boeing's 737 Max and Alphabet's "Project Nightingale."

Everywhere I go I hear the smart money is betting on a recession, that earnings will be down, but every day something contradicts these bears.

The mobile chip and patent-licensing giant delivered better-than-feared results and guidance, and talked up 5G's expected impact on its chip business next year.

But the question is what the Chinese are going to do to show they mean business ahead of the talks.

The stocks of many companies anticipated a more stringent series of tariffs and we didn't get them.

It's all because some stocks are more powerful than others and the aberrations are to the downside. Not the upside.

Many tech stocks sporting high valuations have been selling off in recent weeks, even as the rest of the sector generally holds up well.

STMicroelectronics and Sony each appear to be supplying four chips for Apple's latest flagship iPhones. Many other historical iPhone suppliers also make appearances in the latest teardowns.

A trade deal still seems far away, so check your China exposure, again, as earnings season approaches.

Possibly due to worries about the fixed costs attached to their business models, many fab-owning chip suppliers with meaningful growth opportunities are still trading at low valuations.

In areas ranging from operating systems to mobile processors to CPU core designs, the Chinese tech giant is looking for replacements to U.S.-developed tech.

Investors should wait for the tech company's price to fall lower on the broad market decline.

Here are the other companies that will get a boost from pushing the tax on imports to mid-December.

The Chinese government has now demonstrated an ability to control the S&P 500, even at the risk of Chinese domestic capital flight.

Here's what I'm waiting on to get involved today.