Without semiconductors, there is no American economy. That’s because the American economy is driven by tech, and tech is driven by semiconductors. After an outstanding jobs report, big media is finally coming around to my point of view that tech investors have lot of upside ahead, and very few reasons to be worried. In times like these, it’s important to look for the pick-and-shovel plays that will be supporting development in as many breakout sectors as possible. The right semiconductor plays will be able to profit from the rollout of 5g wireless, along with advances such as cobots, robots that cooperate with humans in the workplace. With new breakouts just around the corner in 2020, you’re not going to want to miss the firms that will be holding it all together. Click here to watch.
Articles About TV Appearances
You know, all of my adult life, I’ve been a hard-hitting fiscal conservative. If you’d come to me two or three years ago and said there’s a new government mandate – a California government mandate – that Michael Robinson was going to love and endorse, I would’ve laughed you out of the room. But, my new research has completely shifted my stance. Here’s the thing… Click here to watch.
Roku Inc. (ROKU) has been having some good days in early November, and it’s perfectly positioned to capitalize on the rise of streaming; but its future is not necessarily certain. The streaming platform has had to deal with some price instability after its quick rise, and now the question of whether its freemium pricing model can meet consumer demand is surfacing. Meanwhile, the digital streaming market is full of tough competitors – and there are two more prominent than ever, ready to hash it out. This is one battle you need to watch closely, as the winner could spell out huge profits for whomever latches on now. Click here to watch.
Shortly before Apple Inc. (AAPL) reported its fiscal third quarter earnings yesterday, Michael appeared in a panel discussion on TD Ameritrade about what to expect from the iPhone maker. Michael argued that the firm would likely see a decline in iPhone sales, thanks in part to trade tensions with China and increased competition from local smart phone makers in that country and elsewhere. And while he wasn’t expecting any major surprises from the firm’s report, he delved into one the key factors he thinks the firm will use to continue an upward trajectory going forward – services. And indeed, services revenue climbed 12.6% to $11.46 billion, a new record for the firm, though it came in slightly under analysts’ expectations thanks in part to a one-time payment from lawsuits a year ago and foreign-exchange effects. Watch to see Michael’s prediction about the long-term prospects of the stock… Click here to watch.
The U.S. House of Representative’s Judiciary committee has begun an antitrust investigation of the tech industry, with the backing of members of both major political parties. Appearing among a panel discussion on Fox Business’s Cavuto: Coast to Coast today, Michael explains why he doesn’t think much will come out of Congress’s moves. He also highlights how some of tech’s leading lights, like Amazon.com Inc. (Nasdaq:AMZN), are actually enhancing competition in the marketplace… Click here to watch.
While some analysts are tying themselves in knots, predicting a hard road ahead as the U.S. administration engages in a trade dispute with China and other nations, Michael sees a vibrant economy that’s largely priced in the impact of such trade negotiations. Appearing among a panel discussion on Fox Business’s Cavuto: Coast to Coast today, Michael lays out his case for a strong economy, driven by tech. And he describes what could happen if a trade deal with the Chinese is reached… Click here to watch.
For a while during former CEO Steve Ballmer’s reign at Microsoft Corp. (Nasdaq:MSFT), the firm looked like it was stuck in neutral, mired in its legacy business that focused pumping out personal computers and related software. But things changed when current CEO Satya Nadella took over. Today, Microsoft breached the $1 trillion valuation mark on the back of a strong third quarter earnings report, which helped the stock jump 3%. Appearing on Fox Business’s Cavuto: Coast to Coast today, Michael explains the importance of good leadership and how it can change the course of a company – even one as big as Microsoft – and its stock potential. Watch Michael describe the key steps Nadella made to send Microsoft soaring… Click here to watch.
In 2012, Apple Inc. (Nasdaq:AAPL) had little revenues from services to speak of, and now, it’s close to a $40 billion business for the firm. That figure should ramp up substantially following the recent announcements from the Apple unveiling its news, financing, gaming and video product launches. Appearing on Fox Business’s Cavuto: Coast to Coast today, Michael explains why he thinks Apple’s moves are a game-changer for the company and its 1.4 billion or so users. Watch him explains how Apple is taking advantage of one of today’s unstoppable tech trends – the shift toward mobile commerce – and what that will mean for the future of the firm… Click here to watch.
Facebook Inc. (Nasdaq:FB) just released its earnings report, beating analysts forecasts and sending the stock soaring nearly 12% today. But the hosts on Cheddar TV yesterday wanted to know whether Michael sees this uptick as the end of doldrums for the social media firm that began last summer, or if more pain lies ahead. So far, he’s keeping Facebook as a hold, despite the firm’s seeming imperviousness to privacy concerns from consumers. Watch Michael explain his position in more detail… Click here to watch.
Apple Inc. just revised its revenue guidance and gross margin downward, pinning the blame on several factors, including reduced demand from Chinese consumers facing weakening economic conditions. Michael appeared on Cheddar recently to provide his take on Apple’s outlook in the near-term. While Michael views Apple as the best tech company in the world, with its own unified operating system, and a growing services arm, he also thinks the firm has been too reliant on hardware as of late.
Watch Michael explain what lies ahead for Apple, and how its recent troubles will impact the broader tech sector… Click here to watch.