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DCF Conclusion Study on Teradyne (TER)
Teradyne can give clues on Micron, Broadcom, and Qualcomm's operating environment.
Jul 25
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Larry Cheung, CFA
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DCF Conclusion Study on Teradyne (TER)
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DCF Conclusion Study Tables on Tech (QQQ ETF & SOXX ETF)
July 2024 Update
Jul 24
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Larry Cheung, CFA
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DCF Conclusion Study Tables on Tech (QQQ ETF & SOXX ETF)
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7/23 Daily Plan: Prelim Thoughts on GOOG and TSLA earnings
Hey Folks, Ahead of Google and Tesla earnings this week, both stocks saw a modest lift on Monday’s rally and entered Tuesday (today’s) earnings release…
Jul 23
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Larry Cheung, CFA
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7/23 Daily Plan: Prelim Thoughts on GOOG and TSLA earnings
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DCF Conclusion Study on Crowdstrike (CRWD)
What does the Model say about CRWD's potential?
Jul 22
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Larry Cheung, CFA
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DCF Conclusion Study on Crowdstrike (CRWD)
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7/18 Daily Plan: Thoughts on the Foreign Direct Product Rule through ASML's Earnings Review
Fundamentals Strong, but Sentiment is very fragile.
Jul 18
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Larry Cheung, CFA
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7/18 Daily Plan: Thoughts on the Foreign Direct Product Rule through ASML's Earnings Review
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7/17 Daily Plan: I think Tech/Semis will recover later this year
I do not think we have topped in the S&P 500 or Nasdaq.
Jul 17
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Larry Cheung, CFA
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7/17 Daily Plan: I think Tech/Semis will recover later this year
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7/16 Daily Plan: New Sequence List
After doing the DCF Conclusion Studies on key companies within the index, I will monitor the stocks for opportunities both on short-timeframes and…
Jul 16
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Larry Cheung, CFA
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7/16 Daily Plan: New Sequence List
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DCF Conclusion Study on Intel (INTC)
Opportunity or Value Trap?
Jul 15
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Larry Cheung, CFA
5
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DCF Conclusion Study on Intel (INTC)
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7/11 Daily Plan
Hey Folks -
Jul 11
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Larry Cheung, CFA
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7/11 Daily Plan
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DCF Conclusion Study on ASML (ASML)
Key Chipmaker within the SOXX ETF.
Jul 10
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Larry Cheung, CFA
3
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DCF Conclusion Study on ASML (ASML)
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7/9 Daily Plan: Minor Tech Pullback off Overextended Levels
Looking for new sequences
Jul 9
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Larry Cheung, CFA
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7/9 Daily Plan: Minor Tech Pullback off Overextended Levels
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DCF Conclusion Study on Taiwan Semiconductor Manufacturing (TSM)
Key CapEx Name within SOXX ETF.
Jul 8
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Larry Cheung, CFA
4
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DCF Conclusion Study on Taiwan Semiconductor Manufacturing (TSM)
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