Stock ListsMon September 23, 2024The Old Oil — New Oil Stock ListCombining the power of semiconductors and energy, this stock list offers a balanced approach to high-growth and stability. By pairing tech’s “new oil” with traditional energy giants, you can build a portfolio that enhances risk-adjusted returns. Discover how these sectors complement each other and minimize downside risk, offering a smarter way to invest in today’s market.
FreeBlack Swan PartyWed July 17, 2024Three Reasons to Buy Semi-Weakness on Trump Taiwan CommentsSemiconductor stocks took a hit Wednesday after reports that the Biden Administration is considering additional export restrictions on semiconductor technology to China. This news, coupled with comments from US Republican Presidential Candidate Donald Trump casting doubt on US security guarantees to Taiwan, led to a selloff in companies like $ASML, $TSMC, and $NVDA. Despite these developments, strong earnings growth and competitive advantages in the semiconductor sector suggest that these stocks may still offer significant value.