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.
Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: John Pitera who wrote (19376)6/9/2017 4:36:26 PM
From: Glenn Petersen  Read Replies (1) | Respond to of 33421
 
Is there a central repository site on SI for this.....Glenn ..?

Several years back I started a board devoted to drones and autonomous vehicles: Subject 59296

I need to update the header to put more of a focus on autonomous vehicles.

There is another board devoted to robotics and artificial intelligence: Subject 59345



To: John Pitera who wrote (19376)6/10/2017 10:36:56 AM
From: The Ox  Read Replies (1) | Respond to of 33421
 
A word or 2 of caution on chasing semi-land stocks. Demand for the latest, leading edge technology can be misleading and almost always is near a cycle peak. Double or over ordering occurs right before or at the peak. CEOs and analysts extrapolate the short term future based on faulty data, as the excessive ordering only becomes apparent in hindsight.

Here are weekly semi charts for reference:
Message 30984725
Message 30984733
Message 30984750

So it's good to ask, what is the cycle status at the moment?

This can assist with entry and exit strategies....