Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: SMH (semiconductor ETF)

Semiconductors Looking Wobbly: Micron Estimate Revisions Sharply Negative Post Earnings

January 1, 2025 Brian Gilmartin Leave a comment

Bespoke put out a note on New Years Eve talking about the lousy action in semiconductors and the SMH (semiconductor…

Continue Reading →

Posted in: MSFT, mu, SMH (semiconductor ETF)

Semiconductor Chart and Nvidia’s EPS and Revenue Estimate Revisions

May 28, 2024 Brian Gilmartin Leave a comment

Chris Kimble is an excellent technician, running Kimble Charting Solutions. Note the breakout on the SMH chart above. The next…

Continue Reading →

Posted in: Nvidia (NVDA), SMH (semiconductor ETF)

SP 500: “Everything” is Overbought, not Just Semi’s and Nvidia

March 10, 2024 Brian Gilmartin Leave a comment

The big reversal in Nvidia got a lot of attention on Friday, as the market darling closed down 5% on…

Continue Reading →

Posted in: 60/40 portfolio, Nvidia (NVDA), SMH (semiconductor ETF)

SP 500 Earnings: Nvidia Reports Tuesday Night – It Will Matter

November 19, 2023 Brian Gilmartin Leave a comment

Nvidia (NVDA) is the big earnings report forthcoming this week, as the AI chip giant will report it’s fiscal Q3…

Continue Reading →

Posted in: SMH (semiconductor ETF), Weekly Earnings Update

Fundamentalis

  • Nike Earnings Preview: In a Sea of Negatives, One Positive is the Easy Compares the Next 4 – 5 Quarters
  • SP 500 Earnings: What’s Expected for Q3 ’25 ? A Brief History on Tech Sector EPS Growth
  • 15-year Bull Markets: Signs Of a Potential Major Top (or Not) And Knowing What Hasn’t Worked
  • SP 500 Earnings: Scary Charts – Don’t Forget to Pay Attention to Asset Classes that Haven’t Worked in the Last 15 Years
  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis