I had a stink bid in for more Cohu, never hit and pulled it. Have enuff. Besides given my views I want more leverage, and I think Cohu is SAFE but a perennial underperformer. Why should that change? If this market takes off, you don't want underperformers in your port. Imo. So maybe a bit of SAFE and a bit of more leverage.
I do want more semi exposure. Mentioned this one previous, it will probably be my more Cohu.
And if it by accident AMBA were to fall to 30, I may trade some Cohu over for this. AMBA already did 227. if things were to get really crazy on the upside this one will probably do 500 or better.
I like what they do, Nividia is not going to control it all.
More patience and watching.
Tweets
Big Picture Count. In a 5 of C down, not yet done. Lot of support at 30, but if 30 goes,
the bottom could fall out. Have to be careful. There is also a case to be made for a 21
area bottom. Could be off one degree on the C down count, irrelevant at this point. In
any event a very bullish B wave.
Love them TC's. In sync with big picture count, more downside. ~ End of year for bottom?
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