Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 305.47

+3.1%

Nov 5 4:00 PM EST

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To: Return to Sender who wrote (94541)	6/14/2025 12:03:45 AM
From: Johnny Canuck	Read Replies (1) of 95368

Are you still out of the market? I think you sold on the rally from the bottom when the BPNDX went above 80? I am still working on the premise we will see a major inflection point in August/September (sell off), essentially the market will be at the extreme end of the historical range for the market to tank after the first rate cut from the Fed after an extended tightening cycle. That is provided the Fed does not try the engineer the economy too much. The central banks internationally have been engineering their economies more than in the past since the early 2000s, essentially the Greenspan era, sometimes in a coordinated effort. We could see the old 52 week high and even a new high before the turn. It also may match up with the next interest rate cut. The assumes the Fed usually cuts too little and too late.

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