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Technology Stocks : Semi Equipment Analysis
SOXX 276.98-2.3%4:00 PM EST
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To: Return to Sender who wrote (89517)1/5/2023 5:18:42 PM
From: Sun Tzu1 Recommendation

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Sr K

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I have a question for this board:

SOX has been the best performing index since September. When you look at NDX, which should be the nearest broad competitor, it is only 4% off of its lows. When you look at SPX, it has dropped to 45% of its range from the lows. But SOX is beating both of them hands down.

My question is why? Why is SOX outperforming so much? The fundamental news for the equipment makers is not bad, but the rest of SOX is facing a lot of challenges. Two nights ago there was a report on how badly Samsung is doing with DRAM. Yet, Micron's chart is very positive.

What is the thinking?
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