Section
Hardware
4 posts
Tom Lee: Markets Are Resilient, Sentiment Is Broken, and the IPO Wave Could Reshape Public Equities
Fundstrat's Tom Lee joins Meb Faber to dissect the S&P's path to 7,300, the collapse of sentiment as a signal, the incoming mega-IPO supply shock, the structural logic behind Granny Shots, and why blockchain is doing to banking what cellular did to long distance.
Jurrien Timmer: Boom Bust Bubble?
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Binary outcome, or a little…
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,…
Semis- Too Far, Too Fast… or Finally Catching Up?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Semiconductors, as an aggregate industry, are now up…