AEHR

Chris Verrone of Strategas had a lot to say in this column a few days ago about market leadership. In particular he pointed towards the Energy Sector as fertile ground to hunt for market leaders. He also had a few words to say about the Technology Sector. . . “In terms of performance and leadership, […]

What do Jeep, Aehr Test Systems (AEHR), and Indie Semiconductors (INDI) have in common? Jeep has been around since 1941. Their tough machines have traditionally appealed to the more adventurous drivers. They have a very loyal following. Today Jeep is known for their rugged SUVs. Recently they announced they are releasing four new all-electric EV […]

This week we’ve given you and optimist and a pessimist point of view. So how about a technician? Semi stocks have moved higher, outpacing the broader market. The SMH ETF is up 14% in July. Is it too far too fast? Chris Verrone, Strategas Research partner and head of technical and macro research discussed this […]

  After an impressive 60% run over the past 6 trading days AEHR is the latest BREAKOUT stock rewarding our community of sophisticated investors.  Breakout Investor Ashleigh Day has been on top of this one since before the record run last year – and he visited the company last quarter and shared his notes to […]

Need an upbeat view? Bill Nygren, Oakmork Portfolio Manager had this to say . . . “Regarding concerns about a recession and inflation and being in a bear market, our research shows there’s no evidence at all that once you know these are the conditions that you can profit from it by getting out of […]

It was an exciting day for Breakout Investors. High fives all around. Why? Aehr Test Systems. Electric cars need semiconductors, a lot of them, almost double the number in a gas car. But not just any semiconductors – many must be made of Silicon Carbide, not plain old boring Silicon. Silicon Carbide (SiC) is the […]

Do you have an irrepressibly optimistic friend? Is his name Brian Belski? The BMO Chief Investment Strategist has been even more bullish than usual. “Stocks lead earnings which lead the economy. The stock market has already told you we’re in a bear market. Are we in a recession, maybe not, it’s a mute point. By […]

Want a greener planet?  Of course you do. STMicroelectronics (STM) is leading the charge in creating semiconductors that will lead to a greener planet.  Silicon Carbide (SiC) and Gallim Nitride (GaN) are materials being harnessed by STM that REDUCES POWER CONSUMPTION which lead to less heat dissipation, which leads to higher efficiencies, which leads to […]

If you’re ready to tee it up this weekend with your buddies and put $10 on the line playing Nassau, Skins, or Wolf, or maybe the honor of buying drinks afterwards think about this. . . Star golfer Dustin Johnson is being paid $125 million to join the Saudi Arabia-backed LIV Golf league. $125 million dollars. […]

April 14: A few thoughts to start the day. . . To quote Slim Pickens in Blazing Saddles, “What in the wide, wide world o’ sports is a goin’ on here?” The slaughter of technology growth is getting out of hand if you ask me. A few days ago I mentioned three small, flourishing tech […]