Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.71

+0.9%

3:22 PM EDT

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To: robert b furman who wrote (7741)	8/12/2024 12:02:05 PM
From: robert b furman	Read Replies (1) of 7822

Cohu may be bottoming quicker than most think. It always dips big before a reversal up. "Volatility could persist through NVDA earnings and then into Sep, historically the worst month for SOX, down 70% of the time. US elections and ongoing geopolitical tensions add an extra layer of uncertainty," analyst Vivek Arya wrote in an investor note. "However, if history is any guide, SOX could recover starting in October, with CQ4 and CQ1 the two strongest quarters for semi stock performance (7-10.5% avg. returns, 400bps+ ahead of SPX, since 2010). "SOX" up 57 points as I type on a down day. Bob

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