Despite a lighter tone from Prez. Trump on the impact of tariffs for semiconductor and tech companies, Micron $MU continued its underperformance. The stock is now in the $53 zone. The ugly “double peak at $60” could lead to a downward bottom…creating a nice entry point for the stock at $45 - $50.Micron at mid-day: $MU, MICRON TECHNOLOGY INC / H1 Tech Stocks Himax Technologies $HIMX appears to be making another run at $8 again. An entry point of $6 is preferred but the 3d sensing play may not get there. Watch its partner, Qualcomm $QCOM, which NEEDS NXP Semi $NXPI but relies on China for the go-ahead. $NXPI, NXP Semiconductors N.V. / H1 Drug Stocks In the biotech space, Regeneron $REGN, our value stock idea for the month, continues to recover from the $280 low @ $338. Regeneron has a solid R&D operation and plenty of upside. Sanofi $SNY is recovering after the “double bottom” at $38. $REGN, Regeneron Pharmaceuticals, Inc. / H1 Generics plays Valeant Pharma $VRX (soon to have a new name) and Teva Pharma $TEVA are moving in opposite directions. VRX gave up its gains as investors locked in gains at $27. Teva has a deep pipeline and more announcements of FDA approvals ahead so the stock is holding up. $BHC, Bausch Health Companies Inc. / H1 While Crisper $CRSP is holding up, Nektar Therapeutics $NKTR is on a downdraft.