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Technology Stocks : Semi Equipment Analysis

SOXX 299.48

-4.8%

Dec 12 4:00 PM EST

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To: Return to Sender who wrote (95476)	11/27/2025 12:17:42 AM
From: Return to Sender	5 Recommendations Read Replies (1) of 95574

BPSOX Actually Rose 11 Today - I left out CRDO. Years ago I had a discussion with Gottfried in which I suggested BPNDX was too late in determining market turns to be useful. When Gottfried's health began to decline I took over sharing the data. I never dreamed that it would be as useful as it is to me today. Of course I am a poor excuse for genius that Gottfried was when he shared so many of his charts and data. An example is the latest error I made in counting today. Regardless of how imperfect I may be the data speaks for itself. While I would love to see 90% Upside Days on the NYSE to point out each and every trading bottom it just will not happen. It did happen in April. Not once but twice. That was a meaningful bottom brought on by a market panic. For all I know the market could continue on to much higher highs without getting any deeper correction than we did recently. 90% Upside Days are rare. 2 in April?!?! I should have known that meant a big rally was coming regardless of how unsettled I was what was going on with the rhetoric involving Tariffs, Controlled Semiconductor Sales to China and everything else. I hope to keep better notes on how long we rally before the next Bear Market sets in. BPNDX of 30 and BPSOX of 1 are market bottom numbers. It's amazing how quickly we have rallied to BPNDX 50 and BPSOX of 16. We certainly are not up to market top numbers yet. Trading in the stock market for me is much better when I remove emotion. While there will be another Bear Market I have to admit I have no idea when it will start. There is a lot of noise out there. In the meantime I will try to improve on my trading based on what I do know. Thank you Gottfried for your help in making me a better investor. This Thanksgiving, I hope you know, that your legacy lives on here on this thread. Thanks to Don Wennerstrom who welcomed me to this thread 25 years ago. Finally I thank all of you who still contribute to this thread today! Happy Thanksgiving my friends! RtS

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