Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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Julius Wong

Sam

To: Sam who wrote (93470)	12/10/2024 5:40:47 PM
From: Return to Sender	2 Recommendations of 95383

I think we have to look at what has been happening in the market now for a number of months. Semiconductors are not leading the market. This is concerning. Anytime the market is hitting new highs and the SOX is not also hitting new highs is very concerning to me. Outside of a few A.I. names what semiconductor or semi equipment stocks have been truly leading? Not many... So with the market overbought, sentiment overly bullish and very few semiconductors rallying on to new highs I think it's likely the market consolidates a while at the very least. Regardless, thanks Sam for the updates on some stocks we should all be watching going forward. I am not adding any new positions yet as I think we are likely to see some additional weakness unless AVGO just has a blowout quarter and raise estimates for next quarter on Thursday. Thanks, RtS

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