Semi investors betting heavily for Biden/Harris to win.
My Semi portfolio keeps making new ATHs 
MRNA and BNTX, do not miss the boat with 20B and 40B companies
It is real 90% effective formula arriving in few months both companies look good long term.
Call Options are very expensive only way to buy stocks and hold. They are as volatile as like TSLA !
Up up and away.
Micron, Rakesh wrote, sells a lot of memory for use in cloud and hyperscale data centers. He raised his target for the stock price to $70 from $56.
About $6 more to go
Jim Cramer is onboard 
Primary wave 3 has yet to be completed. Look like got lot of steam left. Up up and away. Even JC said semi stocks are buys for 2021
However, the short-term picture is a little bearish or about to turn bearish,
1 Like
Three Chip Stocks Hitting New Highs
Micron Technology Inc. (MU) makes memory chips. The stock has booked a respectable 19% return this year but the rally off the first quarter low tells an even more bullish tale, doubling in price and lifting into a critical test at May 2018’s high in the mid-60s. A breakout could presage outstanding 2021 upside because the advance will face little resistance into the all-time high in the 90s, posted at the height of the Internet bubble in 2000.
Kind of expecting that 
New ATH ~$100 in 2021.
Because of AI, IoT and cloud, tons of memory are required. Many years (may be decades) of strong growth. This fundamental is reflected in EWT, Cycle degree wave (III) of MU should complete above $130. I am expecting $180. However, not likely to rocket like TSLA or SPWR, is a slow and steady appreciation. NVDA and AMD are also good but I didn’t follow them, is going to be too much effort to start. A bird in hand is better than two in the forest.
Cycle degree is a multi-year to multi-decade long wave.
2 Likes
Have you noticed MRNA (55% for me) and BNTX(21% for me) today too? Both are still at lower level when we compared the current Covid crisis ! They have long growth esp for next few years with large worldwide demand in place.
I didn’t bother to follow. Too many good stocks - better stick to the one I know. If something I don’t know, probably buy a little, so absolute won’t be much.
You want high percentage gain, easy,
One day gain
Few weeks gain 3x purchase price (200% gain )
2 Likes
It is not about Biden or Trump, but entire stock market is going up by the effect of these two companies BNTX & MRNA as they found 90% effective medicine for Covid. MRNA and BNTX is applying for Emergency use of medication to FDA. They have huge demand whole world with pandemic fears.
What else you need?
2 Likes
How come most of the ETFs tumble?
QQQ
SPY
XLE
XLF
XLI
SOXX is up
AAPL is up
Hmm… high absolute dollar gain in a down market.
Now then say, miss out the initial run 
1 Like
Most of them provide a summary of what happened in the past publishing nice articles !
Semi or leave the market
1 Like
Likely to be $72 then $75, correction then $100 - @Jil calls this after the fact analysis 
Micron Technology, Inc. (NASDAQ: MU) is a winner and it’s still inexpensive, said Cramer.
2 Likes
Semi is incredibly strong. Are people betting on Biden easing the trade war?
Trade war is merely Trump’s way to display his big d 
in public. Biden doesn’t need to do this. Even if no easing, no escalation. No silly banning using national security as the reason. Biden would listen carefully to tech industry and carefully plan his move consistently.
So long no escalation, 5G and resumption of building data center are huge tailwind for semi
I know you don’t believe EWT but from the multi-decade chart, I note that MU appreciation has a long way to go. This interpretation is independent of FA and economic analysis, pure EWT. Buy n hold is IMHO is sure to work, just may not be as lucrative as hot cloud stocks or hot vaccine stocks.
1 Like
On any case, IMO, Biden won’t remove tariff already applied, but he may not aggravate the issue like Trump did.
Let it rip! MU
500% gain and still going up
2 Likes
Everybody notice now 
Have all potential investors bought?
A little steam left for momentum traders before a correction (>10% decline). I have cut position by 50% from few days ago and consider buying if decline to $65-$70.
1 Like
Frame work mean creating favorable market conditions just like they did for Aerospace. now things are moving really fast.