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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: Clear Eyed who wrote (87427)9/29/2021 8:31:53 PM
From: Sun Tzu   of 95531
 
This is likely true, but it really doesn't matter. Wall Street does not have a long visibility because you can't tell what the world will look like by the time the supply chain issues are are resolved.

>> This set-up results in demand for other chips (which are in better supply) being temporarily lower than it would naturally be.
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