Monday, September 25, 2023
While artificial intelligence (AI) grabs most of the financial news headlines in 2023, there is another area of technology that’s increasingly in the spotlight. This technology is related to the one thing everything else on the planet relies on: water. Earlier this year, the United Nations World Water Development Report 2023 made for grim reading. […]
The pandemic certainly turned the semiconductor industry on its head. Despite record production of semiconductors, there were shortages everywhere. That led to months-long waiting lists for many consumer products. So, to meet consumer demand, semiconductor makers ramped up supply. But then inflation arrived and decided to stay awhile. Central banks responded by raising rates, and […]
Most of us spend Thanksgiving eating good food, catching up to family, maybe watching a football game. I’m not averse to those things. But as it’s November, I’ll spend a fair bit of time talking about earnings to whoever will listen, too. See, every February, May, August, and November, Wall Street has to open up […]
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 […]
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. […]
There has been a lot of happy talk coming from Wall Street lately about how semiconductor shortages will be over soon. Don’t believe a word of it. Semiconductor Shortage Persists According to the U.S. electronic component distributor Sourcengine, lead times for chip orders in early February grew from five to 15 weeks longer from where […]
The Wall Street buzzword of 2022 is “metaverse.” The concept is relatively simple: the metaverse is a digital world in which every day experiences—working, socializing, shopping and more—take place. The idea builds on the idea of internet 3.0—a decentralized internet on which blockchain technology makes it possible for users to control their own internet identity […]
Matterport (MTTR) is one of the purest plays in the new market being referred to as the metaverse, and it has started to gain traction after Facebook officially changed its name to Meta Platforms (FB) last November. At the time, Facebook’s CEO and founder, Mark Zuckerbrrg, said: “The metaverse is the next frontier in connecting […]
We haven’t seen a trend change in the market since March 2020. Maybe the market will shoot back up like it did… or maybe it won’t. I’m not seeing it necessarily go to “bearish” trend. It’s a different trend. I have a proprietary algorithm that catches these wind changes. And you have access to it […]
Many tech stocks are still being decimated with many down 50%+ from highs. Logically, you’d think “stay away from all tech.” And that may be true in a general sense. However, I’m looking at one specific sector right now that is still set to boom in 2022 based on the charts (and fundamentals) I’m watching. […]
