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Broadcom has announced a mega $69 billion deal to acquire VMware. The deal is the latest in a hugely successful acquisition spree in recent years. Given the modest profitability of VMware, I have some questions, outweighed by a superior performance of the core business. For ...
On the surface, the correction has only started getting to the broad indices. Under the hood, the damage is deeper: 70% of S&P 500 stocks and 85% of NASDAQ stocks are below their 200-day moving averages. The Fed is raising rates and reducing liquidity by allowing assets on its bal...
Despite these turbulent global markets, we can identify several clear positives across the thematic space. As a result, we believe that it may be a good time for investors to seek exposure to these themes at the dip while keeping their focus on the long-term drivers. As this econo...
We are bullish on TXN because of the company's strong position in consumer electronics, PC, and smartphone markets. We are optimistic about TXN's exposure to industrial and automotive markets that are growing quickly. We remain concerned about the extent of double ordering and the...
The SOXX ETF has been ensnared in a bearish momentum since its last bull trap in March 2022. However, the writing was already on the wall since November 2021. We discuss the critical levels that SOXX investors must watch before adding exposure. We have yet to observe a bear trap rever...
The war in Ukraine clearly triggered the spike in oil prices and in agricultural prices as well. Inflation, interest rates and Fed policy are linked. Similarly, supply chain disruptions, the slowdown in China, and big-tech reversals are all Covid-related. The bottom line right now...
Nvidia is scheduled to report its Q1 FY23 results on May 25. Its revenue is likely to amount to $8.05 billion, up 42% year-over-year. But Nvidia's management may issue a conservative guidance in light of worsening chip shortages. For further details see: Nvidia: Get Set,...
Exactly a year ago I shared a chart here that represented “An Epic Set Of Alligator Jaws.” It plotted the weighting of the energy sector within the S&P 500 Index versus the combined weightings of the tech and communications services sectors. The energy sector has ris...
This article is a short outline of what I see as the macroeconomic effects of a possible continuation of weakness in crypto financial markets. The direct effects would be small, although weakness in crypto is interleaved with the fortunes of the tech sector. It is certainly possib...
AMD announced great Q1 earnings and had excellent guidance that has already baked in current headwinds. The acquisitions of Xilinx and Pensando are helping AMD enter into new markets and capitalize on increased demand for servers. The weak PC market and supply chain issues continu...
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2024-05-21 06:14:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-01 11:44:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-03-12 17:44:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...