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Technology Stocks : Semi Equipment Analysis
SOXX 270.83+1.0%Nov 21 4:00 PM EST
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To: The Ox who wrote (90296)6/13/2023 8:01:21 AM
From: The Ox1 Recommendation

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DB analyst: Semiconductor market appears to be hyper-focused on the eventual recovery, needing only faith, trust and a sprinkling of AI pixie dust to support shares, by every metric we monitor, inventory levels remain most appropriately described as 'excessive'....we remain cautious....

Just fyi...
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