- ACTIVE STOCK TRADERS: Get full access to Jim Cramer's thoughts for less than $3/week - sometimes before he says them on TV! Start with a 14-Day Free Trial.
Bull markets tend to die from bond market competition, recessions, rate hikes or too much supply.
Goldman upgrades Microsemi because of a potential uptick in defense spending, data centers and chip consolidation.
The company's rising cash flow can offset a broad downswing in semiconductors, says Bernstein.
Still, it's best to wait for a better entry point, says Analyst Chris Caso.