Kirk's Market Thoughts Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Kirk's Market Thoughts

COHR 181.67

+2.4%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sun Tzu who wrote (15749)	4/7/2023 10:42:41 AM
From: Kirk ©	Read Replies (1) of 26710

War usually is good news for the "arms dealers" I prefer the arms dealers (aka picks and shovel makers) in the SOX... it does seem like some like NVDA are "richly valued" and the hated Intel has had a HUGE bounce percentage wise off its decade plus low. I think MU is also up a ton... So you might be right on a short term basis.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next