Elazar was launched in 2004 by Chaim Siegel and has served famous hedge fund clientele who demand a keen understanding of drivers of individual companies and financial markets. Chaim twice worked for renowned trader Steve Cohen of then-SAC Capital (now Point72). He was also a partner at JLF Asset Management which was funded by George Soros. Previously he was one of seven analysts on a $13B mutual fund at Morgan Stanley Asset Management. Elazar Advisors publishes its research into the Reuters/Refinitiv Institutional Platform and Factset where Elazar's earnings estimates are factored into the Street earnings numbers.  Elazar's research is used regularly by fundamental and algorithmic traders and investors at some of the largest mutual fund and hedge fund managers in the world. Chaim has been a 5-Star top ranked analyst in Tesla and other big cap tech companies. Try us with a  free trial here . All investments have many risks and can lose principal in the short and l

Citi Tech Conference: Something New We're Watching

It's strange how the trade war has not really hit stocks. Why is that? Because the trade war hasn't yet hit earnings. If it does the stocks can get hit on poor reports or weak guides.

So when we saw this from DRAMeXchange our antennae went up,

"...smartphone brands and a few server manufacturers have marked down their [Q3] shipment projections."

That would not be good if true. The market's soaring but if the above quote proves correct there's risk to earnings and then stock prices.

We have not heard about this out of Q2 which was strong. If this proves correct it's a risk. Trade war fears reflected in weak orders and slower earnings would be the ultimate risk to stocks.

We'll be listening to the companies at the Citi Global Tech Conference tomorrow and Thursday for any signs.

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Looking For Tech Earnings Home Runs

We spoke to the top tech companies over the last few months to identify what tech stocks have home run earnings potential. Earnings are what drives stocks, especially tech stocks. Finding those few tech stocks that have realistic earnings trajectories way above the Street can give you conviction to see a stock through to big upside. Dip your toe in the water with a free trial.


All investments have many risks and can lose principal in the short and long term. The information provided is for information purposes only and can be wrong. By reading this you agree, understand and accept that you take upon yourself all responsibility for all of your investment decisions and to do your own work and hold Elazar Advisors, LLC, and their related parties harmless.

We have no holdings in the stocks mentioned unless otherwise noted.

Cisco $CSCO
Intel $INTC
Micron $MU
Microsoft $MSFT
Apple $AAPL

Correction: Tickers added Sept 4, 2018 9:11 AM EDT

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