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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Sam who wrote (89780)	2/22/2023 3:30:07 PM
From: Return to Sender	Read Replies (1) of 95530

I am glad not to be holding any INTC. The only reason I was attracted to it was the fat dividend. I am surprised that they kept any dividend at all. I am very interested in what NVDA will report tonight. I am especially interested in guidance. Yes NVDA is one of the sexiest names in the semiconductor space as they have chips used in every projected hot sector but.... What is actually hot now? Typically bear markets do not bottom until after the FED realizes it has to save to economy and begin cutting rates and adding to the money supply. Neither is happening now. The old maxim don't fight the FED is not just right when we are in a bull market. That said the stock market typically continues downward for a while even after the FED lowers for the first cut. Currently we are expected to go 3 more quarter point raises before the FED actually stops. Plenty of possible downside. Also loads of opportunity for further bear market rallies. INTC is off my potential buy list until the FED begins to lower rates and flood the market with liquidity again. I will post an update on NVDA to the earnings table tonight when I return from playing tennis. NVDA is an interesting long at the right price. But what is the right price? RtS

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