Bapcha's Stocks. The best insights into Silicon Valley & bio/pharma stocks, companies and their management.

Archive for the ‘Jen-Hsun Huang.’ Category

Semiconductor stocks worth buying.

Q: When is it the correct time to buy into a cyclical stock/company/industry ? A: The correct time to nibble is when the leading company is losing money – while the second and third tier companies have NO pricing power. ┬áThe clear time to buy more is when pricing power returns to the industry – ...