반응형 All posts53 Why Leaders Keep Leading: Reading Sector Rotation Through RS and RRG At any given time, the market has a finite pool of risk capital. If you can identify where that capital is flowing—and where it is leaving—you have already solved a large part of the positioning problem.This article explains how to track those shifts with one tool: relative strength, or RS. Three core concepts and one chart are enough to start reading sector rotation with far greater clarity. Wh.. 2026. 9. 1. [US Stocks Today] Oil Up, Gold Down : Salesforce · ServiceNow · CrowdStrike Stock Forecast 💡 Today's US market in three lines① Today's three stocks: Salesforce · ServiceNow · CrowdStrike — the software names that closed at six-month highs on a day the index fell.② On August 31, the S&P 500 closed -0.58% lower at 7,686.14 and the Dow fell -0.72% to 53,185.90. Only 21 of the 129 ETFs in our universe rose, and 8 of the 11 sector SPDRs finished in the red.③ The damage landed on the miner.. 2026. 9. 1. Medtronic (MDT) Stock Analysis: Why EPS Stayed Flat Despite 10-Year-High Revenue Growth Medtronic (NYSE: MDT) closed fiscal 2026 with revenue of $36.36 billion, up +8.4% as reported and +5.8% organic, the fastest annual growth the company has posted in a decade. This MDT stock analysis works through what produced that growth, why non-GAAP earnings per share still sits where it did four years ago, what the MiniMed spin-off changes, how the shares are priced against Boston Scientific.. 2026. 8. 31. Credo (CRDO) Stock Analysis: GAAP vs Non-GAAP Earnings Gap Credo Technology Group (NASDAQ: CRDO) is one of the fastest-growing AI connectivity companies in the semiconductor sector: fiscal 2026 revenue rose +205.7% to $1.34 billion. This CRDO stock analysis works through the gap between Credo's GAAP and non-GAAP earnings, its stock-based compensation, its customer concentration, its guidance track record, and its valuation.Start with the number the comp.. 2026. 8. 31. TSMC (TSM) Stock: 60% Margins and Guidance It Keeps Beating There are two kinds of chip companies: the ones that design chips and outsource the manufacturing, and the ones that build other people's designs for a fee. The second kind — the foundry — is contract manufacturing, and contract manufacturing is supposed to run on thin margins.TSMC posted a 60.3% operating margin for the second quarter of 2026. The company that builds the chips kept a fatter mar.. 2026. 8. 30. Previous 1 ··· 6 7 8 9 Next 반응형
