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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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ajtj99
ItsAllCyclical
Lee Lichterman III
Lou Weed
To: ajtj99 who wrote (14713)1/8/2021 1:58:25 PM
From: The Ox4 Recommendations  Read Replies (1) of 97478
 
Really hard to say. There is such a strong head of steam in semi-land and when your in the middle of a bull run like this, expecting a top in advance is very difficult and always looks really easy in hindsight. "We should have seen this coming"!

Based on the data I'm seeing there is a reason to believe semis will be in the "sweet spot" for the next several quarters. Comparisons will be great, as many have been saying the ramp is coming out of a several year "quiet" period.

I think the Taiwan Semi report and how the market reacts to their comments will have a major influence in the short run. They report Thursday. I would think a healthy pause leading into Thursday would be all that the sector would need for another stellar run.

Even though I personally think a lot is "priced in", what I think doesn't matter one iota!!

I suggest everyone take a look for themselves, if they're interested in the semi sector. I have to update the sector charts one of these days, a number of companies are not in these but the majority are there:

SOX and Semi Equip, Semis
Message 31191499
Message 30612589
Message 30612720
Message 30612748
Message 29679254
Message 29809441 SMH
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