Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 308.38

+0.6%

Nov 3 4:00 PM EST

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To: Julius Wong who wrote (90966)	10/27/2023 1:22:54 AM
From: y2kate	Read Replies (1) of 95342

Too late for me to wait- I’m in- haven’t sold. How long do you think the tech selling continues? When do you anticipate you’ll get back in to tech? Do you still like SMCI? We should have some relief tomorrow thanks to Amazon, but it’s been rough so far. Tech has been hammered. At this point it seems even if SMCI beats, it will get sold. Or, it could rally following this pre-ER sell-off, if it follows the pattern post-ER in Feb and May. Its fortunes are intimately tied to NVDA, so their ER later this month is part of the puzzle. That chart is looking precarious right now.

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