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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST
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To: Return to Sender who wrote (95367)11/6/2025 7:45:42 AM
From: Sam1 Recommendation   of 95616
 
COHR up over $25 to around $160 this morning, adding to their sharp increase AH yesterday. Doing it's best to catch up to Lumentum's $242 (whew....).

This really is like 1999. But there is an important difference: for the most part, the companies that are shooting up are real companies with real earnings and cash flow. At least the ones that I follow do. The question becomes, at what point does their valuation become way to high relative to those earnings and cash flow, given their growth prospects? How much growth is being discounted?

One reason why I think it is happening is that there was until not too long age around $7 trillion in money markets and other short term low yield instruments. Plenty of fuel out there and plenty of FOMO. Plus the A/D line is terrible because the best growth prospects are in the companies that we follow on this board--the AI and other electronics companies. IOW, there are only a few companies (relatively speaking) that the money can flow into, especially from the FOMO investors who are under invested and they want to catch up too. So I don't think it will end soon. That said, I hope I can get out before a reckoning arrives.
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