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Technology Stocks : Semi Equipment Analysis
SOXX 297.50-2.6%Nov 6 4:00 PM EST

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Kirk ©
To: Elroy who wrote (90415)7/14/2023 7:44:05 PM
From: Return to Sender1 Recommendation  Read Replies (1) of 95383
 
Well, I bought some MCHP because of you. Thank you! Some IIVI (now COHR) because of Kirk. Thanks Kirk!

I also avoided shorting NVDA because of Sam several years ago. Thank God and especially you Sam.

I picked up some ASML as it has real technological advantages. A pretty big mote that I think is insurmountable.

AEHR has its own small corner of the silicon carbide market with an even bigger mote. I think that AEHR will be a $100 stock, maybe more, before it's ride is all over. I originally bought 15000 shares at about 1.35 on a whim. I sold 5000 at 28.25. Bought it back at 24. I am running on pure profit and totally enjoying the ride.

Anyway, back when I bought it originally I knew nothing about where the stock would be today. So to be honest I may have no idea where it will go in the future either.

Regardless, I am glad to have a fellow Silicon Investor participant along for the ride.

It's been pretty awesome so far!

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