Why US Semiconductor Stocks Are Poised to Rally
https://www.investopedia.com/investing/why-us-semiconductor-stocks-are-poised-rally/

Isn't it the against the law for a person who hold an important position like the President of the US to continue attacking a company like Amazon? It can affect the company stock price. He obviously makes use of his position and make the stock price lower intentionally.

Trade spat with China will end in a ‘pot of gold’, White House economic adviser predicts
https://www.independent.co.uk/news/world/americas/us-politics/us-china-trade-war-tariffs-white-house-adviser-economics-a8290866.html

Markets shouldn't worry because Trump's trade policy is really 'speak harshly but carry a small stick': Citigroup
Citi Research said the trade tariff announcements aren't as hostile as they appear.
"We find the latest salvoes in US-China trade coming on the eve of an increasing probability of an agreement on NAFTA as the latest twist in a now familiar pattern of the Trump Administration regarding trade: speak harshly but carry a small stick," the firm's analyst writes.
https://www.cnbc.com/2018/04/06/markets-shouldnt-worry-because-trumps-trade-policy-is-really-speak-harshly-but-carry-a-small-stick-citigroup.html

Billionaires Warren Buffett and Ray Dalio agree on what to do in a volatile market
https://www.cnbc.com/2018/03/07/warren-buffett-and-ray-dalio-agree-on-what-to-do-in-a-volatile-market.html

Commerce secretary says Trump is flexible on tariffs
https://edition.cnn.com/2018/03/07/politics/trump-trade-wilbur-ross/index.html

Trump Steel Tariffs Will Miss China And Hit Canada, Wall Street And You
https://www.investors.com/news/economy/trump-steel-tariffs-will-miss-china-and-hit-canada-wall-street-and-you/

Short CAD due to Steel Tariff.

Chips rip higher, and market watchers eye Intel as the semi to own

Chip stocks are ripping higher, and one market watcher says the semiconductor space could be in for an even bigger rally.

https://www.cnbc.com/2018/02/20/chips-rip-higher-and-market-watchers-eye-intel-as-the-semi-to-own.html

Today the Dow is down, but Nasdaq is up due to the very bullish
US PHLX Semiconductor index.

PHLX Semiconductor (^SOX)
https://finance.yahoo.com/quote/%5ESOX/components/

VIX!-20%

https://finance.yahoo.com/quote/%5EVIX/

Sentiment on Apple stock in the past few weeks swung too far negative and the negative media news added fuel. The negativity is
overdone. Eventually, fundamentals will matter.

China January factory growth remains strong | http://www.klsescreener.com/v2/news/view/337907

首季iPhone X 熱銷 蘋果收入淨利創新高 | http://www.klsescreener.com/v2/news/view/338033

Wow! Samsung Electronics fourth-quarter profit up 64 percent on-year to new record

Samsung topples Intel to become the world’s largest chipmaker. Intel is the second largest chip maker now. Recent QR announcements of both Samsung and Intel were amazing.

the world’s largest and second largest chip makers have been doing well recently. It's like the whole semiconductor industry has been doing well recently. Start buying semiconductor stocks now.

Samsung posted its Q4 report, showing $61.8 billion earnings and an operating profit of $11.49 billion. That's a 24% and 73% respective increase over last year's Q4.

The positive results are spearheaded by profitable display and semiconductor businesses as well as growing high-end smartphone sales. That higher demand for Samsung's top-tier smartphones was able to offset slowing lower-end phone sales, although Samsung needed to increase its marketing cost to promote said top-tier phones.

Shares of Broadcom Ltd. AVGO, -0.52% soared 6.2% in premarket trading Wednesday after the company delivered an earnings outlook that came in above expectations. The chip maker said in a release that it expected to report adjusted earnings per share of $5.10, up 40% from a year earlier, for its fiscal first quarter, which ends Feb. 4. Analysts surveyed by FactSet had been predicting adjusted earnings of $4.95 a share.

AMD (Advanced Micro Devices Inc.) shares rallied Wednesday after the chip maker showed strong growth in its computer and graphics business with a significant amount of that estimated to come from cryptocurrency-mining-related sales.

Samsung topples Intel to become the world’s largest chipmaker. Intel is the second largest second chip maker now. Recent QR announcements of both Samsung and Intel were amazing.

Wow! Samsung Electronics fourth-quarter profit up 64 percent on-year to new record

IMF Raises 2018 Global Growth Forecast, Partly on U.S. Tax Cuts (Breaking news)
Global growth will accelerate to the fastest pace in seven years as U.S. tax cuts spur businesses to invest, the International Monetary Fund said.
https://www.bloomberg.com/news/articles/2018-01-22/imf-sees-global-growth-picking-up-as-u-s-tax-cuts-gain-traction

Tech, Energy Bright Spots for Stock Pickers: Barron's Roundtable

Some of Wall Street’s most influential investors are eyeing energy and technology plays as the bull market hums on.

Asked for their best stock picks as part of Barron’s 2018 roundtable discussion, Jeffrey Gundlach, Abby Joseph Cohen, Delphi Management founder Scott Black and other panelists championed technology and energy companies they see profiting from rising tides in those industries.

Four of the nine participants highlighted companies tied in some way to semiconductors, from Samsung Electronics Co. -- Cohen’s pick -- to Lam Research Corp., favored by Black, which manufactures semiconductor processing equipment used in making circuits.

“People are still living in the past. They retain a notion from 1995 to 2000 that semiconductor-equipment manufacturing is wildly cyclical and a bad business," Paul Wick, lead manager of the Columbia Seligman Communications & Information Fund at Columbia Threadneedle Investments. He pitched Micron Technology Inc. “In fact, the chip industry has become much less volatile."
https://www.bloomberg.com/news/articles/2018-01-20/tech-energy-bright-spots-for-stock-pickers-barron-s-roundtable