MICROSOFT OVERCOMES PC SALES SLIDE $MSFT

Thursday after the close, Microsoft MSFT reported earnings.  One conclusion that jumps out from the report and conference call is that Microsoft has overcome the so-called ‘death of the PC.’ Microsoft is generating about 70% of its profits from its commercial business, which is growing at about a 10% rate, yet Microsoft is

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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 investing in makers of semiconductors is that the group had become overbought with the

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SIX POINTS FOR INVESTORS FROM ICAHN ON APPLE $AAPL

Carl Icahn, perhaps the most successful investor of recent times, has sent out a new letter to Tim Cook. However, much of the information that is crucial for investors is either not in the letter or not clear in the letter, but came out in an excellent interview on CNBC. Here

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THE PERILS OF MOMENTUM DARLINGS $CREE $NFLX $TSLA $SCTY $GRPN $Z $PBPB $NDLS $VEEV

In my 30 years in the markets, I have seen many investors who make tons of money trading pure momentum only to lose more than they made in the first place. The irony is that many such investors repeat this cycle again and again. The reason many investors go through

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CHECKING THE TECHNICAL PULSE OF THREE TECH STOCKS THAT HAVE POPPED $SNDK $NFLX $GOOG $AAPL

Earnings season is in full swing.  In my backtesting, companies that report earnings above analysts’ consensus estimates tend to outperform the market. Here are three popular  technology stocks that have reported blowout earnings so far this quarter. Only the data that is most important and has been historically reliable in the past is listed

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DARK HORSE MAY BE A GAME CHANGER FOR APPLE $AAPL $GOOG $MSFT

Apple has scheduled a product-announcement event for tomorrow. My expectations are that the products announced will be mostly evolutionary, but there is a dark horse that can change the game for tablet computing. The dark horse is a 13-inch iPad that is a replacement for full-fledged laptops. If this dark

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INTELLIGENCE: UPDATE ON GSV CAPITAL AS IT RELATES TO TWITTER $GSVC $TWTR $TWITTER #TWITTER #TWITTER IPO

This post was just published on ZYX Buy Change Alert. This post is in response to a large number of emails we have received today.  Previously we have provided intelligence on GSVC as a way to buy Twitter ahead of Twitter’s IPO.  At the time this intelligence was provided the stock was trading at $13.73.

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WEEKLY MARKET DIGEST: THE SAME BAD CONGRESS BUT THE RELIEF RALLY CONTINUES $GLD $SLV $USO $DIA $SPY $QQQ $TBF $TBT

  (The Weekly Digest reproduces the morning capsules made available every morning before the market open in the Real Time Feeds to the paying subscribers. )  THE SAME BAD CONGRESS BUT THE RELIEF RALLY CONTINUES October 18, 2013 After the agreement in Washington, the stock market and the gold market

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