Because time is always of the essence. 

Semiconductor Sell-Off Continues

Memo to stock market bulls: one of the leading areas of the market is breaking down and you should give a darn. The Philadelphia Semiconductor Index (SOX) has plunged about 7% inside of five days. Some of the sector's hottest names are leading the dive down the toilet. Nvidia (NVDA) - Get NVIDIA Corporation Report has shed 12%, Advanced Micro Devices (AMD) - Get Advanced Micro Devices, Inc. Report has lost 11.5% and Micron (MU) - Get Micron Technology, Inc. (MU) Report has crashed 18%.

TheStreet's founder Jim Cramer serves up some great analysis on what to do with the chip stocks here.

Financials Remain Hot

Whereas semiconductor stocks have fallen on hard times, the financials have done anything but fall apart.

The Financial Sector SPDR (XLF) - Get Financial Select Sector SPDR Fund Report took in a cool $1.5 billion in inflows in November, the highest amount since November last year, according to Bloomberg data. As yours truly pens here, investors are betting that the one-two punch of tax reform and higher interest rates will ignite profit margins for banks such as Bank of America (BAC) - Get Bank of America Corp Report and Citigroup (C) - Get Citigroup Inc. Report . In turn, that will lead banks to raise their dividends and share repurchase plans. 

About Those Retailers

Here is a fun one for the chartists out there: Costco's (COST) - Get Costco Wholesale Corporation Report stock has made a golden cross formation with the 50-day moving average crossing over the 200-day moving average. This is a classic bullish indicator for market technicians. In the past 10 years, Costco's stock has formed a golden cross eight times and rose an average 5.6% in the ensuing 20 days, according to Bloomberg data. 

Go figure...Amazon (AMZN) - Get, Inc. Report prime is supposed to be slowly killing Costco's membership model. 

TheStreet Recommends

Meanwhile, shares of Dollar Tree (DLTR) - Get Dollar Tree, Inc. Report are hovering around a 52-week high. This move is interesting seeing as lower-income Dollar Tree shoppers are being viewed as tax reform losers. Pick your reason why: (1) inflation picks up and eats away at their already modest purchasing power; (2) tax reform most beneficial to the upper income earners and Corporate America. 

Now bring on Tuesday.

Nvidia and Citigroup are holdings in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio. Want to be alerted before Cramer buys or sells NVDA or C? Learn more now.

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