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Technology Stocks : Semi Equipment Analysis

SOXX 305.47

+3.1%

4:00 PM EST

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To: Return to Sender who wrote (95084)	9/22/2025 5:38:42 PM
From: Sam	1 Recommendation Recommended By Return to Sender of 95358

Yeah, should be a great quarter and excellent guidance. But Micron has become like Sandisk used to be in the old days--analysts fall all over themselves to see who find the bad spot in the report. This time, it may be that they don't have enough capacity and have sold all of their inventory so they are going to cede market share to others. Note the irony that in the past it was always too much capacity and bloated inventory. You can win for losing sometimes.... We'll see. Certainly I've held onto a core holding through thick and thin and have added at times. Too bad I didn't just put everything under a mattress back around 2018 or 19, I forget exactly when I decided to "diversity". I would have done far better just hanging on to all of my substantial Micron holdings back in the day. Oh well, c'est la vie. I'm not starving. LITE was a great stock and it looks like COHR is finally coming to life. Someone must have wanted to get out for some reason. IMHO, it should follow LITE up--the key difference is their debt load but it is manageable. We'll see.

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