Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: ajtj99 who wrote (14713)	1/8/2021 1:58:25 PM
From: The Ox	4 Recommendations Recommended By ajtj99 ItsAllCyclical Lee Lichterman III Lou Weed Read Replies (1) \| Respond to of 97456

Really hard to say. There is such a strong head of steam in semi-land and when your in the middle of a bull run like this, expecting a top in advance is very difficult and always looks really easy in hindsight. "We should have seen this coming"! Based on the data I'm seeing there is a reason to believe semis will be in the "sweet spot" for the next several quarters. Comparisons will be great, as many have been saying the ramp is coming out of a several year "quiet" period. I think the Taiwan Semi report and how the market reacts to their comments will have a major influence in the short run. They report Thursday. I would think a healthy pause leading into Thursday would be all that the sector would need for another stellar run. Even though I personally think a lot is "priced in", what I think doesn't matter one iota!! I suggest everyone take a look for themselves, if they're interested in the semi sector. I have to update the sector charts one of these days, a number of companies are not in these but the majority are there: SOX and Semi Equip, Semis Message 31191499 Message 30612589 Message 30612720 Message 30612748 Message 29679254 Message 29809441 SMH