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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…

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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…

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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…

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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…

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

Fundamentalis

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  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
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