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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (71183)9/21/2022 6:17:54 PM
From: Madharry  Respond to of 78659
 
thanks for all your responses.



To: Spekulatius who wrote (71183)9/23/2022 9:09:56 AM
From: Spekulatius  Respond to of 78659
 
Bought a bit of TSM premarket around $73.8. MU is getting close.

I do think the semi downturn is just getting started... The semi Capex guys (AMAT, LCRX, TER etc) will get hit worst. Some of it is already baked in the share prices, but I think not all of it.

"Hockey stick" charts like this always look concerning to me:


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