January 23, 2017 by riskreversal • Trade Ideas

Shares of Qualcomm (QCOM) are down 12% today following Apple’s (AAPL) $1 billion lawsuit against the mobile chip make, alleging QCOM, per WSJ: leveraged its monopoly position as a manufacturer of baseband chips, a critical component …

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November 14, 2016 by Dan • FREE ACCESS

On Thursday, shares of Nvidia (NVDA) were $67.77, and on Friday, following their Q3 results/Q4 guidance, the stock closed at $87.97, up 30%. There was no M&A, or corporate action, just the earnings report that …

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November 1, 2016 by riskreversal • Trade Ideas

Event: Qualcomm (QCOM) reports fiscal Q4 results tomorrow night after the close. The options market is implying a 6% one day post earnings move which is shy of the nearly 8% average over the last 4 …

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October 26, 2016 by riskreversal • Trade Ideas

Event: Texas Instruments (TXN) reports Q3 results tonight after the bell. The options market is implying about a 4% one day post earnings move, which is essentially in line with the 4 qtr avg one …

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October 19, 2016 by riskreversal • Trade Updates

On October 6th we to a look at the technical set up for the semiconductor group via the etf SMH. We identified some of the fundamental reasons for the massive out-performance in the space that had has resulted …

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October 3, 2016 by riskreversal • Trade Ideas

When it comes to running your computer, smartphone or gaming console you have the CPU (central processing units) and the GPU (graphic processing units). While there are lots of other components, these are the workhorses. The first basically …

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September 29, 2016 by riskreversal • Big Printin'

Media reports that Qualcomm (QCOM) is in talks to acquire NXP Semiconductors (NXPI) for $30 billion sent the Philadelphia Semiconductor Index (SOX) up nearly 3% in a straight line, as NXPI ripped 15% and QCOM …

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June 22, 2015 by Dan • Commentary

On April 21st Texas Instruments (TXN) issued disappointing Q2 guidance that sent the shares down nearly 7% the next day, per Barron’s Tech Blog: CEO Rich Templeton noted the forex problem and the areas of weakness: …

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