Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.26

-3.9%

4:00 PM EST

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To: Johnny Canuck who wrote (94694)	7/15/2025 10:22:36 PM
From: Cautious_Optimist	1 Recommendation of 95346

This is a FOMO market. (Fear Of Missing Out.) The fundamentals are not there - tariff (federal sales tax) impacts are starting to show up. The political bullets being fired at the Fed are going to eventually cause flight from the dollar. Who will buy our debt and for how much? Overbought stocks, stupid-high forward PE's in many cases. Time to play it safe, be very selective. Don't panic, but hedge. JMHO

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