Tuesday, July 21, 2026
When we talk about tech stock investing, we hear discussions of all sorts about different measures used for picking stocks. For example, some tech investors use year-over-year revenue growth. Others subscribe to a theory that has been floating around for many years, that the secret to picking tech stocks was looking at the percentage of […]
Since the peak in December… The Nasdaq has been absolutely slammed… down 28% as I write this. 2020 fever for Zoom, Peloton and other high-flying tech stocks has long cooled. However, I’m looking at a chart from one of America’s most famous tech investors… And it looks like it may actually be bottoming. I explain […]
Last week was a tough one for social media company Snap (SNAP), which missed badly on guidance. The company warned of challenging macroeconomic conditions ahead and the stock dropped over 40% the next day. The following day, the stock gained 10%, and a large investor bought 10,000 January SNAP calls. This seemingly very bullish trade […]
Tech stocks have been among the hardest hit in market sell off this year. Roblox (RBLX), the popular video game company, has also seen a sharp decline in its share price as its revenue growth has slowed. However, after its most recent earnings report, the stock price looks like it could be bouncing back. In […]
In early March, I told you how Sony (SONY) has had one ambition for literally decades: to become the world’s most fully integrated entertainment company. Over the years, Sony has put together an outstanding array of assets: world-class music catalogs (Sony Music), Hollywood film and television studios, plus PlayStation, the leading video game hardware. But […]
Light-emitting diode (LED) stocks could be a bright investment idea. CNBC reports that earlier this week, the Biden administration “announced new energy efficiency regulations that will phase out old-fashioned incandescent lightbulbs, a move that will drive down electricity use and curb greenhouse gas emissions from the country’s power sector.” The new rule will ban the […]
The crash last week of Netflix Inc. (NFLX) shows how badly investors in growth stocks can get hurt when the music stops. The Netflix debacle shows that if you are investing for price appreciation, you need to have an exit plan or alternative strategy. And that’s true not only of tech stocks, but of any […]
Despite the view from Wall Street analysts and their rose-colored glasses, the woes of the semiconductor industry continue. Last month, a warning came from Peter Wennick, CEO of ASML Holding (ASML), a manufacturer of chip-making equipment. In an interview with the Financial Times, Wennick said: “Next year and the year after, there will be shortages. […]
With inflation hitting 8.5% in the Tuesday report (a 40-year record)… The Federal Reserve IS NOT going to slow down their plans to raise rates and sell off their bond holdings. So far, we’ve seen many tech stocks down 30%…50% if not more. However the S&P 500, the Nasdaq and Dow are still hanging around […]
When choosing a company to invest in, I always like to look for what Warren Buffett called a “moat” protecting it—a competitive advantage that allows the company to maintain pricing power and better than average profit margins. When I’m considering an investment in the technology sector too, particularly in the semiconductor space, I am especially […]
