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Technology Stocks : Semi Equipment Analysis
SOXX 288.52-0.3%Nov 14 4:00 PM EST
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To: Julius Wong who wrote (91713)2/13/2024 12:55:08 PM
From: Sun Tzu2 Recommendations

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Sam

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Sell side analysts are pimps for the industry. They kept raising price targets for the internuts well after the selloff had begun.

"It is difficult to get a man to understand something when his salary depends on his not understanding it."

Now as to NVDA itself, I suspect they will beat their numbers and will announce even juicier quarter ahead because of deals with one government or another and so on. If those things are not priced in already (always hard to know what's priced in) *and* it keeps going up like and make analysts raise their target even more into the next Q, then I will short them before their next report.

On the other hand, God help the bulls if NVDA says rate of growth is slowing (which I don't expect, but it can happen).
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