Pricing for NAND flash chips may be set to rebound, which would be positive for Microchip MCHP . On March 28, Samsung Electronics SSNLF, the largest producer of dynamic random access memory and NAND flash memory, announced a bullish outlook for these markets, both of which have seen large price ...
As valuations have run up in tech, we're staying focused on economic moats.
Greed trumps fear in several pockets of the tech sector, but buying opportunities can still be found.
Investors could still benefit by taking a closer look at some firms with strong positions in mobile computing.
Investors should remain selective amid a generally uninspiring marketplace, while keeping an eye on secular themes.
High-quality large caps offer the most compelling valuations.