SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis
SOXX 283.56-1.7%Nov 17 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Return to Sender3/28/2025 1:27:24 PM
1 Recommendation

Recommended By
Kirk ©

  Read Replies (1) of 95427
 
Lower low for the SOX today. The volatility indexes are not as high as when I believed the bottom was forming. This could be a retest leading to a rebound to begin in April. Most market bottoms are not V bottoms.



Unless you are hiding under a rock then you already know that the inflation data was bad today and consumer sentiment is awful. Economic uncertainty concerning policies coming out of Washington is fanning the flames of inflation expectations further.

On top of that tariff concerns are making investors question the validity of their investments within the semiconductor and semi-equipment area. Are tariffs going to raise the price of semiconductors themselves? Almost certainly. This at a time when Arizona based MCHP is attempting to sell a Fab in Arizona. Why build in America if you cannot sell products you are making in the United States. Sales of everything but basic consumer staples fall in a recession.

Then top that off with concerns about the Chips Act being shelved and you get WOLF. WOLF has lost almost half its value today as investors have decided that they must be losing Chips Act funding. Considering the company's huge debt load WOLF is at risk of going bankrupt. That's what those selling today are thinking anyway. Book value for WOLF is 2.69 per share.


Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News