To: yard_man who wrote (2455 ) 5/26/2022 12:42:02 PM From: Tweets Boar Hog Respond to of 4446 Cohu is one of a few buys I made right. Most often otherwise too early. Never been in much doubt about what 'will' happen, but it is nice to buy a bottom now and then. And that is the way it works sometimes I guess. I'm more of weekly person, and triple trades works for weekly persons too. I think this move up is gonna be huge ym, huge. It got so bearish, and all those that got that way and sold out are now gonna have to chase the tiger by its tail. All the way up. The one thing I don't understand too well is the dollar and rates and how all that will play out. It will play out. And pm's will at some point bottom. And we can then take Cohu profits and buy silvers. Cohu should reach free air by mid summer I'm thinking, it could go very high. A laggard that maybe should not have been a laggard apparently. Off 2009 low Amat today has done 16.5X. Off 2009 low Cohu sits at 5.1X. Amat is not done, going way higher. Cohu could do 10X from here imo. It should get plumb wild arsed crazy before the next Shemitah cycle takes over. I am heavy Cohu, reduces my LT portfolio risk. They are not going away. I have a few risky things, in small amounts. Kind of gullible for those, but they can do wonders for the account. A rising tide lifts all boats I think now is the time. Still about 1/3 cash, following some other leverage things. One I will tell you is BB. No position yet. Will chart it over the weekend. Of all the cell phones I have had, I liked my Blackberry the best. They are not dead, into enterprise software, the world runs on software. Software cos can explode up if the market is right. Security, encryption and all that stuff is really a big deal. Like it or not the world runs on this stuff now. More, more, more coming. Enjoy the day. Tweets