HARDWARE

Each week I do a podcast to put together various things in a way that makes sense to me, and, I hope, to investors. One of the functions of the podcast is to reflect on what is and is not working. There’s a lot to cover when the entire TL20 group of stocks collapses by four percent in a week, with names such as Micron Technology hit hard. My sense is none of the concerns that pushed down these stocks last week are fatal to the positive outlook for the companies. The TL Podcast for March 29th: Gains erased in a week The TL20 gives up all gains for the year, as multiple worries about the AI trade hit hard the shares of Micron Technology, for example. I argue these risks are not fatal. At least the TL20 is still doing a lot better than Nasdaq and the S&P 500. thetechnologyletter.com Or catch it on Apple Podcasts: bit.ly/40HBLJg $MU $SNDK $KLAC $LRCX

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