BLUE LIGHT SPECIAL IN SEMICONDUCTORS AS CREE AND OTHERS GET CRUSHED $CREE $RFMD $BRCM $ALTR $TQNT $SMH

These gadgets–along with many others, including LED lighting–all need semiconductors.  From a long-term perspective, the demand for semiconductors is continuing to grow as the devices become ubiquitous in anything that runs electric current. The problem with ...
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THE TIME TO BUY APPLE IS AFTER THE NEXT PLUNGE $AAPL $QCOM $BRCM $ARMH

Since Friday, there have been three new ominous data points for Apple, which is scheduled to report earnings on July 23, 2013 after the market close. First Samsung reported lower than expected earnings estimates.  Galaxy S4 from ...
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FIVE WAYS TO CASH IN ON THE SAMSUNG GALAXY S IV $AAPL $QCOM $BRCM $OVTI $PANL $ARMH

  Samsung Galaxy S IV has been released with a great deal of fanfare. By all indications, the Galaxy S IV will be a very popular device. Here are five ways to make money from it. Get ...
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WILL HUNT-AND-DESTROY ALGORITHMS GET APPLE? $AAPL $QCOM $CRUS $NTE $SNDK $AVGO $BRCM

In stock trading, twin practices have coexisted for ages. First, a large number of investors enter stop-loss orders to protect themselves. Second, such stop-loss orders become sitting ducks for some professionals. In the past, it was ...
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APPLE DIPS BELOW $500 ON OLD NEWS $AAPL $QCOM $CRUS $AVGO $BRCM

Apple’s stock fell below $500 in the premarket as both The Wall Street Journal and Japan’s Nikkei reported that Apple had cut orders for screens and other parts for the iPhone 5. According to Nikkei, Apple ...
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BOXEE AND WAL-MART SET TO STICK IT TO APPLE TV $AAPL $WMT $GOOG $BRCM $INTC $NFLX

October was not a kind month to Apple.  There has been a big management shakeup, the Street does not like the price of the iPad mini, iPhone 5 is experiencing supply issues, and earnings–as well as ...
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14 STOCKS TO RIDE THE iPHONE 5’S SUCCESS

Over the years, we have made a lot of money by focusing on the suppliers of components that go into new hot products. Opinions on the iPhone 5 and Apple AAPL  stock may vary, but it ...
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NEW APPLE IPAD SEMICONDUCTOR INVESTMENT PLAYS

Apple (AAPL) has become one of the world’s largest buyers of semiconductors. Whenever a new Apple device is introduced, a race is on to tear down the device and find the origin of the components ...
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BROADCOM (BRCM) BUYS NETLOGIC (NETL)

Broadcom (BRCM) is acquiring  NetLogic  (NETL) for approximately $3.7 billion.   NetLogic share holders will receive $50 per share.   Broadcom expects the acquisition to be accretive by approximately $1.10.   Broadcom also reaffirmed its business ...
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ASIA CHECKS: NVIDIA (NVDA), MARVELL (MRVL), QUALCOM (QCOM), LSI (LSI), BROADCOM (BRCM), ALTERA (ALTR), SILICON LAB (SLAB), AND TEXAS INSTRUMENTS (TXN)

FBR after its checks from Asia reports that the data from Asia is most positive for Marvell (MRVL), Silicon Lab (SLAB), Qualcom (QCOM), and LSI (LSI).   The data is most negative for Nvidia (NVDA).   ...
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