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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%Dec 9 4:00 PM EST

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To: Return to Sender who wrote (89428)12/20/2022 12:51:52 AM
From: Sun Tzu1 Recommendation

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Of all the sectors, I find oil and semis the hardest to front run. There are so many very smart people watching these two sectors like a hawk that it is nearly impossible to outsmart the market.

That said, I shorted SOX at the open when the CPI came out and I have not closed my position yet. I've been debating if I should close before MU or before PCE on Friday. But given what BoJ just did, I might just hold on to it for a while.
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