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Technology Stocks : Semi Equipment Analysis
SOXX 302.84+2.0%Dec 2 4:00 PM EST

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To: Return to Sender who wrote (87528)10/21/2021 4:05:39 PM
From: Sun Tzu1 Recommendation

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Over a long run, yes. But in shortish run, say 6mo - 2yr, there are certainly cycles that can be played. Right now consumer cyclicals are in favor and pharma/biotech/high-PE stocks are out of favor. As are the semis. But the 2 you mentioned don't seem to be moving with the rest of the semi industry. So I wonder if they do well when the semi equipment guys are not doing so well and vice versa...relatively speaking of course.
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