I’m taking some personal time this week. Members of my services can expect their regular issues and alerts. But for those of you who also enjoy my free content, here are some of my most popular issues from the past few weeks that I feel are still relevant today …
Semiconductor Leader Is a Good Bet
Semiconductors and software are creeping into everything. But it's the story behind the bigger trend that's easy to miss — this is the same digital transformation that's disrupting so much of the old economy, and it’s a story that bears don't want told.
The biggest e-commerce company in the U.S. is getting into the healthcare business. People have concerns about their medical records and having ads to buy drugs online promoted to them. But those shouldn’t be a concern at all. This is a flywheel thing and it’s good for stakeholders.
The Best Bet on Semiconductors
There’s a glut of semiconductors, so say bearish investors. They’re sort of right, yet it’s not what you think. It’s also the wrong way to look at the sector and its key components. The best companies are now building chips around specific software needs … and that business is booming.
The Gas Crisis in Europe Heats Up
Winter is coming, and in retaliation for Western sanctions, Russia is threatening to cut off natural gas supplies to Europe. The continent receives 45% of its nat-gas supply from Russia. But while politicians panic, investors can take advantage of the big opportunity here. This crisis is a boon for nuclear power.
Best wishes,
Jon D. Markman
