Investor's Edge with Gary Kaltbaum - SEMIS WAKE UP [07.21.2026]

Episode Date: July 21, 2026

https://garykaltbaum.com/ The opinions you hear on BizTalkRadio, BizTV, or BizTalkPodcasts are those of the hosts, callers, and guests and do not necessarily reflect those of BizTalkRadio, BizTV, or BizTalkPodcasts, its management or advertisers. The information on BizTalkRadio does not constitute a recommendation, offer, or solicitation to buy or sell any product or securities. Please consult a professional before investing.

Investor's Edge with Gary Coltbaum. Straight talk about you and your money. Now from the BizTalk Studios, here is Gary Coltbaum. And welcome once again to Investors Edge. I'm Gary Colbom, your host day. Thanks for being with us today. Glad you here, ladies and gentlemen, happy that you're listening. It's Tuesday, the 21st, July, 2006.

One of those days, possibly, maybe could be. may want to listen carefully. On the good side, we'll get to that in a little bit. In case you don't know, there's a serious talk on everything that affects you. We'll do the markets and the markets and the economy and your job and your industry and war and tariffs. The president's added again. And whatever else I think really matters. Is that okay?

to you, your life, your job, and all that. And if you do not get this radio show in your city, we'll post at GaryKK.com. We'll post on our X feed. If you don't follow us, you should. And if you'd like to email us, just be nice and respectful. Not like the guy who emailed me and called me an ass clown and said, Please do not embarrass yourself by running in 2028. As you know, yesterday I said, boy, I'm really considering it.

He went on to say, you have a face for radio, not TV. You aren't even worth eight digits and are too cheap to use it. How do you know what I'm worth? You don't know what I'm worth. And says, you have no clue how to utilize social media and have minuscule followers. He's correct. I assume it's a man, right? He's correct.

I'm the worst with social media. I'd never done anything with it. And the fact is I never fought when I had 90,000 followers and then Twitter shut me down for a night because I said that Bernie Sanders' economic thoughts are communistic. And one of his people complained. And when I was brought back up, I went from 90 down to 30. And then he goes on to say, that being said, might I be your campaign? Pain manager. I love that. Way to go. Anyway, what can I tell you? And one of the reasons I am contemplating running. And by the way, not for the small stuff, the big stuff, because I think the big stuff, the people that are in the big stuff suck and they're corrupt. and the decision making is terrible.

They're overrated in every way, shape, or form. And they're tiresome. You know that, right? You see what's going on, don't you? I take no joy in this. In my eye, I just think they hate us. And we're going to give you another example in a little bit that just should piss you off of them take an advantage.

of their positions of power when they're not supposed to be. That'll be in a bit. So we're very careful when describing the market. What do I mean by that? Well, there are fundamentals in the market, and what that means is their earnings and their sales, their products, their management, what they sell. what their margins are. And then there's the technicals in the market.

That is what we talk about a lot here besides the fundamentals, and that is price patterns, bull and bare markets, uptrens and downtrends and downtrends. And we try to keep it in a way where we're not over the head. And I know there's a lot of lingo when we talk technicals and price patterns. you hear it every now and then, head and shoulders patterns, double bottoms, double tops, triple bottoms, triple tops, breakouts and breakdowns. We throw those things in and we try to explain exactly what they are and how they work. A breakout is when a stock, let's just use $100. Rallies up to $100. and can't get through it, and backs off to 90, and then rallies back to 100 and can't get through it, and then backs off to 95, and rallies up to 100 and can't get through it.

And for three months, or whatever time it may be, every time it gets to 100 bucks, it can't get through it. And then finally, one day, it breaks out above $100. That is what is known as a breakout. And of course, and we've said this before and we'll say it again, just because something breaks out does not mean it's going to be successful. It can go, the 100 can go to 105 and three days later go back to 95. There's no law that says it has to be successful. And of course, when it goes to 95, we have this phrase we use, tucked its head in like a frightened turtle.

That's a quote out of Seinfeld. and of course the same goes for breakdowns. So that same stock goes to 100, comes down to 90, goes to 95 comes down to 90. But every time it hits 90 over, let's use three months, it bounces off in $90, and then it breaks below $90. Well, as we said on the upside, just because something breaks down below that 90, and that's considered a breakdown does not mean three days later

it's not back to 95 and they use these terminologies of false breakout false breakdown but when the market's ripe these breakouts work and usually lead to nice upside

if the market stinks and everything's breaking those levels at the same time that usually means there's some trouble ahead and then you have other things that are not as easy to explain, but we're going to attempt to, and hopefully you can picture what we're going to attempt to do because there is a chance, a chance, that the all-important

and recently blown up semiconductors slash artificial intelligence areas did something today, a characteristic of the worst possibly over. But it's not as simple as breakouts and breakdowns in the market. And by the way, when we talk about breakouts and breakdowns, the reason why stocks break out, Usually something good is going on. Something breaks down. Usually something not so good. If a whole sector is doing it to the upside, maybe there's something great going on in the sector.

Like right now, oil prices are getting stronger because the things are escalating. So we got some oil refiners on the move and pretty darn strong. On the other end, you get my point. So we're going to try and explain away. Now, as you know, we have been very much on the avoid side of the semiconductors and the artificial intelligence trade. Every day we've been coming on here and saying, boy, man, blasted, 30% drop, 40% drop. Sandusk 40%, for instance. And we also talked about something called wide and loose.

And what that simply means is, as we've explained, whenever something's going up and is really strong and really strong, and then all of a sudden gets very wide and loose, down 20, up 30, down 50, up 40, all over the map type of thing, it usually usually not all the time signifies we're going to have a change of direction because the sellers are now fighting and starting to get the upper hand the same goes for the downside so the semiconductors topped the artificial intelligence trade topped and boy there's some names down 50 percent some even more because as you know when things are working it'll carry everything

even the worst of, even the speculative stuff. So they went through some real bad action. Up next. What happened Friday? What happened yesterday? What happened today? That's up next on Investor's Edge. Hi, I'm Gary Kalbaum, hosted a nationally syndicated radio show Investors Edge.

We're not just handsome radio people. We manage investors' money for a living, specializing in fee-based discretionary money management. No big commissions, just a fee on the assets that's managed. We also provide a full range of personalized services, including retirement planning, fixed income, and educational needs, all to assist you in achieving your financial goals. Understanding not all individuals have the same needs, we'll carefully evaluate your personal goals to determine a proper investment strategy. If your current approach to investing is not getting you to where you would like to be, call us to make an appointment for a complementary portfolio review.

The number to call is 888-4-22-5-5-9. That's 8-8-5-9. That's 888-4-2-2-5-9. Investment Advisory Services offered through call-bomb capital management. It's time to switch on the integrator units and get the brain cells working. You're listening to. Hey, this promises to be fun. Investors Edge.

The last bastion of quality programming. With Gary Coltbaum. It doesn't get better than this. And welcome once again to Investors Edge. So, the semiconductors have been having a very rough time of it. In fact, topped out at 14655 on June 22nd. On Friday hit a low of 1119. It's a pretty good drop in a matter of a month and change.

Not even. Let me see. Yes, July, June 22nd, not even a month. But before that, it was already trading wicked. It had dropped from 14,000 to 118, then back up and back down before the top came in. and the low, listen carefully, picture this, on June 9th was 11, let's round it off to 11,800, but close that day at 12,600. Big reversal. That's June 9th. Rallied up and then dropped to July 7th down to right around 12,000 after going to 146. So you had a reversal a few weeks before where you can draw a line

and the breakout before that was a 12,000. So you draw a line across 12,000 and the low was hit on July 7th, 12,000. You can draw a line. But last Thursday, the 12,000, undercut. a little bit below and then came Friday all the way down to 11,200. A breakdown, but one thing happened before the close. It finished that day at 11,700. Still below 12,000, but we consider that some defense. And we noted it. And of course, there's individual names that are behind this.

And we noted things like Western Digital and Seagate with the full reversals. But then we came into yesterday. And we had a big gap to the upside on the semis. In fact, up above 12,000. And I'm thinking we may be on to something here. But it closed at 11,000. 700 and something had a very bad reversal. That's not good.

So you had a decent reversal to the upside Friday and a crappy reversal to the downside Monday in the midst of a downtrend. We gap up today, finish up 612, back above 12, that support area. We can draw a line under it. It's an undercut Friday and now we'll move back above Tuesday. There is potential now for that Friday, Friday, being a washing out of the late sellers. And we say that because the strongest names were always on watch. AMD up 40 today. It's been the strongest name.

Micron up 100. back above the 50 day by a little bit, still down about, hmm, wow, 280 points from the highs. It's been roughed up. So we're just letting you know you went to a breakdown point. You undercut it, but on the day you undercut it, you got back a lot of it, and then two days later, you're back above. there is a chance here. That'll be a washout, which means more to go to the upside.

To what extent we don't know, which names we're in the midst of earning season, anything possible. We just did a webcast for our peeps and went through all the semis. Most look like crap. Some of them are way, way down. But there is a chance here. buyers got the upper hand today and it's not just a good update and by the way on the way down we had some very good updates and they got slammed so just letting you know nothing's for sure but this characteristic we have seen before and we'll see what tomorrow brings important names like sea gate big washout back above the 50 western digital. Another one with a washout where we can draw a line, undercut, get back above. Unfortunately, though, after a few other names that are on the good side, like some of the

equipment guys like applied materials, ASML, most everything is way, way down. But we will tell you, if things do get better, way, way down will rally also. Now, the other part of today, oil prices are up two bucks yield the 10 year yield was up 0.3 to 4.628 the president because I guess he was

bored put a 50% tariffs on Canada you would think the market would get shelled well the Dow got 385 points back today from the 400 lost yesterday and the NASDAQ up 329

the NASDAQ 100 100 up 550 and the soft up was it 5% I think 5.2% interesting enough and this is true with the Dow up 385 I think I have 18 stocks in the Dow that were down just tells you how influential Caterpillar and Goldman Sachs are they were up today you ready 55 665s 350 Dow points of the 385 two names that's how the cookie crumbled right now, ladies and gentlemen. High price names. So that's the story.

A chance, not 100% sure. The socks is still very much below the 50-day moving average, very important. Many names still look like crap. We'll take a look at them again. I must tell you, we hope we get a pullback tomorrow, constructive-wise, for good entry.

We'll see what tomorrow up next got lots more to cover this is the one only investors edge welcome mr. mr. is talking investors edge he's got to be pleased with that the crowd is just on his feet here he's a Cinderella boy with gary colbomb comes highly recommended you're gonna feel better if you talk to welcome once again to investors edge you know what else was amazing about

today and this has been going on The semiconductor is strong. You know what the strongest group has been in technology lately? We've been telling you. Software security and other software names. They got creamed today. It seems like it's the sharks against the jets in technology market. Simple as that.

If the semis are strong, the AI is strong, the software is weak. And vice versa. my favorite names got smack today. The best relative strength software names got smack today. Welcome to my world. I've never seen something like this before. I really haven't. Usually they will go hand in hand.

Nope. Crowdstrike and those names got young today. And again, it may be. Pretty decent news that the president put on more tariffs on Canada. Oil was up and the 10-year yield was up. And don't get me started. I was watching them today on Iran. They don't know what the hell they're doing, unfortunately.

And just lies. The president was out today again like three times. Yeah, they want to make a deal and they're calling me. No, they're not. They're laughing at you. We were told he's the greatest deal maker and negotiate on earth. is the most overrated dealmaker and negotiator on earth. Again, miscalculation since day one on all this, unfortunately.

What else today? Well, we mentioned Caterpillar and Goldman, let's see, 56. Let's give you exact numbers. Do do, do, 364 of the 385 Dow points with those. two names and 18 Dow stocks were down and there were like three or four that were hardly up quite to quite what else gold had a good day and if there's anything bullish i can say about gold right now is that for the last one two three into the fourth week it's not breaking down again and it's been bad the bitcoin if i can say anything bullish about it it's gone eight weeks

About one, two, three, four, five. Now, it's the seventh week. It's not going lower. Just remember, both have been in bearish phases. And we're always looking for when something's in a bearish phase where they stop. How do they stop? They just stop. That's how you know.

Duh. What else stuck out today? A SpaceX. I'll give you the good and. bad the good it finished up four bucks today after dropping 30 bucks in seven days am i right i'll even go further let's see one it hit a high on july 6th at 167 hit it 1 20 yesterday how about 47 bucks in one two three four five six seven eight nine ten eleven twelve thirteen fourteen and in the last seven days yeah just what I said so it's up four bucks today

you know what the bad news is it was up ten it was actually up ten bucks today to one thirty closed at one twenty three and a half up a little bit in the aftermarket and as I said to you I think the investment bankers that brought this public, going to do everything in their power to get that at least back above the IPO price, which is 135, let alone 150, which is what the, it opened at. And as we have stated, we warned you, for the past couple of years, most all initial public offerings, they opened them up too hot and they grumbled because of valuation problems. And if anything with valuation problems, this one.

By the way, it's got a 1.6-something trillion market cap still with 18 billion in revenues, $5 billion loss, cash flow negative, and they did a $25 billion bond offering, and they're in a risky business of rockets. But as I said to you, I do believe they can have big growth going forward. Whether or not to fill those numbers up is another story. So that was SpaceX, a little bit of Bitcoin for you. Anything else that stuck out? Well, again, for me, it was all about the semis. And I call them the Big Four. Micron Sandus Seagate Western Digital.

I call them the Big Four. And by the way, they're all up in the after hours a little bit. Sandys closed at 1589, it's 1602, almost 1%. Micron closed at, if I can find it. Micron closed at 970, it's 976. Seagate closed at 891, it's 894. Western Digital closed at 548, it's 553. And interesting enough, the NASDAQ is down in the FF.

the market. So those areas, and we'll see how they open tomorrow. That was the story today. And potential for a big story. And of course, now earnings. And it was an interesting day, 3M up 11 for the Dow today. I must tell you, 3M stock has not been the greatest performer of all time. In fact, 3M is still trading where it did in 2017. 3M in the Dow and it's still about, let's see, 217, 47, 20 some odd percent off the highs of early 2018. But it had a good day today. No argument there. GM was up today, but she. GM was up today, but Schwab was down, Danaher was down, a few more others. Tomorrow morning, no biggie.

Well, Capital One Financial tomorrow. No, that's after the close. Tomorrow morning, G.E. Van over, Northern Trust, Philip Morris. After the close tomorrow, Google, IBM, Las Vegas Sands, Service Now. Oh, and Tesla. I'm real interested in seeing what Tesla has to say. that's been on the weaker side ladies and gentlemen but we are told they're going to be big in robotics and all kinds of other stuff by the way Tesla is still down 28% from its high in December

about 28 and is trading where it did you got to go back to last September Tesla and that's today. And again, I got to repeat. Oil up two, yields up, market's still up. Mui Importante. Oh, and tariffs on Canada. You know where I stand on those, right? I can't tell you how much that irks me. And I printed out the tariffs somewhere, and I was going to report them to you. Oh, cement was part of the tariffs. Hockey sticks. I doubt that's a big. deal. And of course, let's see, cement, dairy products, specifically cheese, wine and other alcoholic spirits. So anything coming in from Canada will be paying 50% tariff. We will be, the companies and us. Furniture and tech, it says furniture, cement and construction materials,

dairy products, wine, clothing, paper, and plywood. The good news is, I gather we can get any of that stuff at other places, right? Am I correct? I think so. They explicitly exempted crude oil and gas, duh, agricultural fertilizer, duh, and critical minerals. I cannot tell you how much

I loathe the president doing this. Hey, up next. More corruption. Who cares, right? We do. This is the one only investors end. You're listening to What are we waiting for? Well, what are you waiting for?

One, two, ready, go. Action! Inverester's Edge. With Gary Culper. And welcome once again to Investor's Edge. I really hope I explain that double bottom crap correctly. So, as you know, the corruption that is going on in both parties is disgusting, sickening, pisses us off.

We talked about we the people that it's no longer that they are working for themselves. This president is the most self-dealing president we've ever had using the office of the presidency to make himself and his family

wealthy beyond the beyond that they can never complain about Hunter Biden ever again. Hunter Biden was a piker compared to what the Trumps are doing. And here's the interesting thing about it. They know we know because it's all being reported and they don't care because they're immune. You know what the worst thing that's going to happen to Trump?

They can impeach him. He's not going to lose his job, though, because he needs 60. But he don't care. He's impeached twice already. go screw. And he used it to get elected again. So what do I care? I'm making billions. Don Jr. and Eric are making hundreds of millions. Go screw. And do you know why they cannot complain about what the governor of Massachusetts just did? And what Representative Presley also, who, by the way, is a Marxist that hates capitalism,

besides hating Jews in Israel, but she hates capitalism. She pisses on success and wealth. She's one of those. She hates that. The wealthy are terrible to her. Successful people didn't earn it to her. Well, guess what? A company with a husband of Representative Ayanna Presley, the husband as a partner,

was somehow selected for a nearly $2 billion deal to build a new courthouse, even though others, who, by the way, are challenging it in court, had better proposals. The husband's name is Conan Harris. Great name. Conan. been married for a decade. The plaintiffs are alleging Barrow's role as an interim,

John Barros, executive director of the Massachusetts Convention Center Authority, created a conflict of interest because several members of the agencies board also serve on the Massachusetts Division of Capital Asset Management who selected it. In other words, complete conflict of interest and massive, I call it corruption.

Deep conflicts. And you don't think the congresswoman was involved, the member of the squad, who hates capitalism, and if you're successful, you didn't earn it? What did we tell you about these people? They're only Marxist, socialist, and communists with your money in your life, with their money in their life?

Hell no! That's why that Stacey Abrams accepted $2 billion from Joe Biden. She created out of thin air a climate company and got $2 billion, a grant that never has to be paid back. Bless this administration for clawing it back. That's what we want to see. Anyway, we'll just let you know. These are the things we want to stop. There's always been a little bit of corruption,

but it's beyond the beyond now. And they don't care. And when both parties are doing it, who can complain about each other? They can't. So there you go. Bernie Sanders used to complain about millionaires until he became one.

So he had a change at the billionaire. Millionaires are not bad anymore, but the billionaires are. The governor defended the bidding process saying that the city of Springfield deserves a new courthouse and calling the current building sick. And it was a competitive procurement process. It was a competitive bid. And it was a chosen because it cost the taxpayer least.

No, it didn't. There you have it. So we'll see. We're talking. We're thinking about it. Don't know if we're going to make any inroads. But we've had an, you should have enough. You should all be P-Oed. They're spending $2.2 trillion more every year in government than they're supposed to. The campaign finance reform was a complete lie in, a complete sham. $1.6 billion Kamala Harris went through and still couldn't win but how does campaign finance reform allow $1.6 billion?

They lied and I'm just getting started. So just letting you know and we'll keep reporting all this stuff to you with no bias, no agenda, no ulterior motive. If it's Trump, we're going to talk about it. If it's somebody on the left, we're going to talk about it. We don't care. they're supposed to be working for us, don't you think?

That all said, serenity now. You'll have a great evening, drive carefully when you get home, do like we do. Quite simple. Make sure you hug your family, hug your children. They will feel better. You will feel better. I promise they will be well. We'll be back tomorrow.

Good night all. Bye, bye. This has been Investor's Edge with Gary Cult Bomb on BizTalk. To listen to past episodes or to get in contact with Gary, go to GaryK.com. That's GaryK.com. You know, Thank you.