April 12, 2021 | Daily JAM, Long Term, NVDA, Top 50 Stocks |
Nvidia (NVDA) announced its first microprocessor for the server market today, April 12. Right now Intel (INTC) owns around 90% of the market for server processors. And the company also reported that first-quarter revenue “is tracking” above its previous forecast. Revenue in the quarter ending in April is now expected to be higher than $5.3 the billion, which Nvidia projected on February 24. Nvidia shares were up 5.62% today on the news
February 23, 2021 | Daily JAM, Dividend Income, Jubak Picks, Morning Briefing, Top 50 Stocks, Volatility |
Yesterday tech tumbled but utilities, commodities like copper and even gold, and many “vaccine recovery” plays gained. Today almost everything is down.
Which to me is a sign that this now 6-day downturn is getting closer to an end. Right now, as of 1:30 a.m. in New York the NASDAQ is off another 2.32%. The brings the drop from the mid-february high to 6%. A little more than half way to a 10% correction. I don’t think we’re at the bottom yet. But I am looking for growth stories–which is not the same as “momentum growth stocks”–where the selling has created an opportunity.
December 24, 2020 | Daily JAM, Videos |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. The third YouTube video on What Apple and Microsoft’s moves on Intel mean for technology stocks went up today.
December 18, 2020 | Daily JAM, Stock Alerts |
First, it was Apple (AAPL) moving away from Intel (INTC) chips in its entire line of Mac computers. Apple’s own new M1 chip has received positive reviews that support the company’s claims that its machines with the new chip out perform standard Intel or Advanced Micro Devices (AMD) PCs. Now, Microsoft (MSFT) is working on in-house processor designs for use in the servers that run the company’s cloud services. The software giant is using designs from Arm Holdings (in the process of being acquired by Nvidia (NVDA) for $40 billion) to produce a processor that will be used in its data centers. Microsoft is also exploring (which means, I think, that the effort hasn’t gone as far as “working on”) developing another chip that would power some of its Surface line of personal computers. The move by Microsoft would be a big deal.
November 10, 2020 | Daily JAM, Dip-O-Meter, Mid Term |
The recent drop in the prices of technology shares--the Technology Select Sector SPDR (XLK) was down 1.86% today, November 10, after retreating 0.72% yesterday, November 9, certainly draws the eye of any investor or trader looking for potential bargains. We're not at...
November 10, 2020 | Daily JAM, Morning Briefing, Short Term |
If you remember, my "calendar" listed a short-term post-election rally to be followed by a downward ... To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing...
October 21, 2020 | Daily JAM, NVDA, Top 50 Stocks |
On October 15 I noted that the hike in revenue guidance from Taiwan Semiconductor Manufacturing (TSM) on huge demand for its chips in AI and gaming (among other sectors) was good news for gaming, AI, and data center leader Nvidia (NVDA.) And I hinted at buying shares...
October 15, 2020 | Daily JAM, Stock Alerts, Top 50 Stocks, TSM |
Taiwan Semiconductor Manufacturing (TSM) reported earnings of 90 cents per American depositary receipt today on sales of $12.14 billion for the company's September quarter. Net income climbed 36% year over year. Analysts had expected the company to earn 81 cents an...
October 5, 2020 | Daily JAM, Morning Briefing |
I'm willing to bet against the Tooth Fairy and the Easter Bunny, but in this market, in the very short term, I'm not willing to bet against the market's faith that there will be another coronavirus stimulus package--soon--to boost the U.S. economy and prevent an...
September 29, 2020 | Daily JAM, KCAC, Mid Term, Special Reports, Volatility |
Yikes. Does this market have enough volatility for you? And I think that volatility will only get worse over the next two to six months, I can't remember a market with so much potential to move up or down in big relatively short-term volatility as this one. Just as...
September 14, 2020 | Daily JAM, Morning Briefing |
As of noon New York time today the Standard & Poor's 500 was up 1.58% and the Dow Jones Industrials had gained 1.37%. The NASDAQ Composite was higher by 2.01% and the Russell 2000 small cap index had picked up 2.11%. The iShares MSCI Emerging Markets ETF (EEM) had...
September 10, 2020 | Daily JAM |
The Standard & Poor's 500 was down 1.76% and the NASDAQ Composite fell 1.99% today. But the worst damage was among the big tech names that had led the rally higher and that had bounced yesterday. Microsoft (MSFT) was down 2.80%. Amazon (AMZN) gave up 2.86%. Nvidia...
