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Technology Stocks : Semi Equipment Analysis
SOXX 305.47+3.1%Nov 5 4:00 PM EST

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To: Return to Sender who wrote (92386)5/26/2024 3:44:04 PM
From: Return to Sender1 Recommendation

Recommended By
Sam

   of 95367
 
I did not sell my SMH position despite the ugly trading on Thursday. NVDA's report was just too good to bail. This weekend I have been looking at a lot of charts. The monthly charts for the SMH, SOX and best stocks within it show that cyclically the SOX/SMH can remain overbought for as much as a couple years. If so to use a baseball analogy we are in the early innings!

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