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Technology Stocks : Semi Equipment Analysis
SOXX 316.33+1.3%Dec 10 4:00 PM EST
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To: Elroy who wrote (88668)7/19/2022 7:45:11 AM
From: Sun Tzu1 Recommendation

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If you have to choose between the sales projections and technicals, go with the TA.

I recall in the Q1 reports there were still LOTS of semiconductor companies complaining that they cannot get enough chips made to meet demand, backlogs were growing, things might loosen up a bit in H2 2022, but more likely it looks like things will normalize in 2023.

Now in Q2 it's recession, recession, recession and slowdown and MU lowers forward revenue guidance and scales back cap ex expansion plans.
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