Section
Semiconductors
8 posts
Quick View: An argument for the long view during AI volatility
by Denny Fish, Portfolio Manager, Research Analyst, Janus Henderson Investors Portfolio Manager Denny Fish explains why the market…
The Pause Before the Push
Jeffrey R. Thompson, Chief Executive Officer of Donoghue Forlines1, opens the firm's October 2026 commentary with a market…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
The AI Trade Might Not Be Where You Think It Is
Spending on AI isn’t the same as profiting from it. Sri Iyer and Adam Cilio explain how the Guardian i³ Investments TeamTM uses machine learning, AI, and human judgment, to separate builders, spenders and beneficiaries.
Micron’s Bullish Double Top: Can a 285% Rally Clear Its Next Hurdle?
by SIACharts.com Micron Technology Inc. (NASDAQ: MU) develops memory and storage products used in data centres, smartphones, personal…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
AI at the Wheel: Portfolio Construction in a Capital Investment Boom
J.P. Morgan Asset Management's Strategic Investment Advisory Group confronts the defining challenge of the current cycle: how to capture AI's upside without being consumed by its risks.
China's Long Game: Doomberg on the Energy Chess Match the West Doesn't Know It's Playing
There is an old joke about the person who loses a chess match in twelve moves and spends…
The Rally Nobody Trusts—and Why It Keeps Going Anyway
Scott Rubner of Citadel Securities spent seven weeks in front of institutional investors across three continents. What he heard wasn't confusion. It was nervous consensus.
Parabolic Semiconductor Rally Is Pricing In 2028 Already
by Lance Roberts, RIA The parabolic semiconductor rally crossed a line this week. SOXX, the iShares Semiconductor ETF,…