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Technology Stocks : Semi Equipment Analysis
SOXX 297.50-2.6%Nov 6 4:00 PM EST
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To: Return to Sender who wrote (90126)5/2/2023 8:08:22 PM
From: Sun Tzu  Read Replies (1) of 95383
 
Thanks. I don't specialize in semis, but I have been watching them on and off for years. And my conclusion is that this market is hyper efficient and I can't have an edge in it. Basically one has to play the long cycle and be content to catch it +/-15% of the bottom/top over ~30 months cycle. At least this me. Someone else may have much better insights.
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