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Momentum Monday – Digital Dominance…This Week Semiconductors and 5G

 

Momentum Monday – Digital Dominance…This Week Semiconductors and 5G

Courtesy of Howard Lindzon

Good Monday morning everyone.

As always here is this weeks Momentum Monday from Ivanhoff and I.

I walk through the Apple explosion to new highs and what that means for my stops and area where I would get defensive.

Google is the weakest of the FAANG stocks.

I shared some fresh ideas with Ivanhoff in the software and 5G sector which include $ESTC $SWKS $QRVO and $QCOM.

I hope you enjoy it.

I also wanted to enclose this longer, but excellent video on the semiconductor sector of an interview between Gavin Baker (ex Fidelity portfolio manager) and Rob Koyfman of Koyfin. Gavin does a historical look at the industry to put into context the explosion underway in the AI industry and how it will help the sector. It is worth a watch – here.

 

Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. For full disclosures, click here.  

 


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