MKM Partners' O'Hara Sees Investment Opportunities in Tech Stocks

The video discusses the recent weakness in chip stocks, focusing on the Philadelphia Semiconductor Index and specific companies like Micron. It highlights the correlation between NAND pricing and market trends, with insights from JC O'Hara of MKM Partners. O'Hara provides an analysis of the NASDAQ 100 futures, emphasizing the opportunity to buy within a longer-term uptrend. The video concludes with potential market concerns and the performance of key stocks like Apple, Microsoft, and Amazon.

What is the significance of the 200-day moving average in the context of the chip stocks?

What factors are influencing the current sentiment towards the semiconductor sector?