Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 283.56

-1.7%

Nov 17 4:00 PM EST

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To: The Ox who wrote (85930)

11/17/2020 12:52:01 PM

From: Elroy

Read Replies (2) of 95427

I think we're in for a bit of a pull back in the SOX soon, if not starting today.
If the pandemic subsides and the vaccines begin deployment, it makes sense that there would be a huge shift from the stocks that did well in the pandemic (tech) into the stocks that suffered badly (travel, tourism).
Tough to say with semis, though. The semis seemed poised to begin a big cyclical runup in Q1 this year, and then the pandemic kicked everyone in the face, and then some tech (inc semis) did well because it actually benefitted from the pandemic. But did the cyclical rebound which was coming occur yet? Ya got me. Sorting out now where we are in the normal semi cycle versus where we are in the pandemic purchasing shift is challenging.

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