Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.48

-0.1%

Oct 28 9:30 AM EDT

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To: robert b furman who wrote (7758)	12/17/2024 3:04:04 PM
From: Johnny Canuck	Read Replies (1) of 7822

I still need to do some digging to see if all the information is accurate, but perplexity.ai is usually good at creating a starting thesis. It looks like AEHR is benefitting from the AI hype, as opposed to a defined and proven growth trajectory, at least for now. Demand destruction of the auto sector and other consumer goods is hurting a lot of mid-tier suppliers of chips. JBL and MU will either accelerate the slide or allow for a bounce depending on their guidance tomorrow. You usually have a good sense for a short term market top. What are you thoughts now? For me the increased intra-day volatility combined with the narrowing participation even as the major indices hit a new highs suggests a correction is coming. Not necessarily a Black Swan but a needed correction.

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