economy

January 26, 2026

A look at the less-talked about semis on Josh Brown's Best Stocks list, including one that had a 'tape bomb'

Josh Brown and Sean Russo examine the semiconductor names on their Best Stocks list.

A look at the less-talked about semis on Josh Brown's Best Stocks list, including one that had a 'tape bomb'

TL;DR

  • Investors react to 'tape bombs' by either freezing or taking decisive action (selling or buying).
  • Professional investors evaluate if negative news impacts their original investment thesis.
  • The article focuses on semiconductor stocks, including Intel, Astera Labs, Microchip Technology, and Monolithic Power Systems.
  • Intel experienced a significant stock drop due to a disappointing earnings outlook.
  • Coupang's stock was negatively impacted by a major cybersecurity hack, despite the overall strength of Korean stocks.
  • Risk management strategies, such as setting price levels for selling, are discussed.
  • Analysis of semiconductor stocks involves examining their position relative to moving averages (50-day and 200-day) and key price levels.

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