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Technology Stocks : Semi Equipment Analysis
SOXX 270.83+1.0%Nov 21 4:00 PM EST

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robert b furman
The Ox
To: The Ox who wrote (85300)7/9/2020 10:13:36 PM
From: Return to Sender2 Recommendations  Read Replies (1) of 95463
 
What attracted me to semiconductor and semi-equipment stocks in the first place is that these are real businesses that generate real profits.

Valuations for a lot of companies are seriously beyond nosebleed territory and they could get even more overvalued if the FED continues to support the market by printing more and more money. That can continue indefinitely in the absence of extreme inflationary pressures.

RtS
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