SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Technical analysis for shorts & longs
SPY 679.96-1.1%Oct 30 4:00 PM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (66166)9/28/2025 1:56:56 PM
From: Johnny Canuck  Read Replies (1) of 67402
 
AMAT is one of the kings of the semiconductor equipment sector.

I bought when it was in $20 when the original "Blood On The Street" semiconductor thread was started on SI i the late 90s. It has been a good if highly cyclical and volatile hold during that time.

The dynamics of the industry has changes a lot since then. Now only a handful of companies can afford the next generation of semiconductor fabs, but the dollar value for each order has multiplied exponentially,

I expect greater volatility for the next cyclical contraction as the concentration of orders into such a dramatically smaller number of customers for most semiconductor equipment companies means if one customer sneezes they all get sick..
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News