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TechStocks

  • Cramer’s Right on Marvell — But Bausch Is Still a Hope Trade

    Cramer’s Right on Marvell — But Bausch Is Still a Hope Trade

    Jim Cramer is back pounding the table on Marvell and Bausch. The real question isn’t whether Cramer likes them. It’s whether the story and the charts are finally telling the same story — or if this is just another TV pop. Let’s start with Marvell (MRVL). This one actually has a case. Marvell has spent…

  • Stop Blaming the Economy — The Market’s Problem Is Strength, Not Weakness

    Stop Blaming the Economy — The Market’s Problem Is Strength, Not Weakness

    The market isn’t falling because the economy is weak. It’s falling because it’s too strong. That’s the paradox hitting Wall Street today. January’s jobs report came in hotter than expected — 130,000 new jobs versus roughly 70,000 forecast. Unemployment ticked down to 4.3%. On the surface, that’s solid. But stocks don’t trade on vibes. They…

  • NVIDIA Is a Great Company — and a Dangerous Trade

    NVIDIA Is a Great Company — and a Dangerous Trade

    NVIDIA isn’t just a stock anymore. It’s a referendum. On one side: NVIDIA is the last clean, obvious mega-cap trade left — the company that sells the picks and shovels for the AI gold rush while everyone else argues about apps. On the other: it’s the most crowded risk in the market, priced like AI…

  • PayPal Isn’t Broken — It’s Just Lost the Market’s Faith

    PayPal Isn’t Broken — It’s Just Lost the Market’s Faith

    PayPal looks cheap because the market has stopped believing its own story. And that’s the problem. At roughly 13–14x trailing earnings and trading near nine‑year lows, PYPL screams “deep value” on a screener. The company still prints cash, still moves north of a trillion dollars a year, and still owns Venmo. On paper, this shouldn’t…