Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 302.84

+2.0%

Dec 2 4:00 PM EST

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To: Return to Sender who wrote (94016)	3/17/2025 4:49:39 PM
From: Renmanco	1 Recommendation Read Replies (1) of 95515

Looks to me that the tech bottom is in....meanwhile signs of caution/ liquidation from individual investors and pooled funds, etc, etc. are confirmatory to me. Very nice action today from ASML.....could be in for a nice run to $850's. A new name we took a nice-sized position in over the last 7 trading days is Nebius (NBIS)....interesting backstory. CEO is Arkady Volozh, former CEO of Yandex, the Russian Google until it got shut down in 2022. He moved to Israel, tool several hundred engineers with him...started Nebius in Amsterdam...got relisted on NASDAQ about 6 months ago. Very interesting read as well as several interviews on YouTube.

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