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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (15162)	1/16/2023 11:04:43 AM
From: robert b furman	4 Recommendations Recommended By Kirk © Return to Sender SGJ Sr K Respond to of 27420

Hi Kirk, Getting ready for a volatile week of expiration. 5 Trillion to expire and four days of wilder whip saw is what I expect. They have to get in done with 20 % less time. Expecting a dip on Tuesday, which I may do some dip buying on (thinking of a wild speculation on amazon). They may have over built due to the pandemic, but they are far from ebbing their growth. They have reached the pandemic lows of 2020, and I do not see this potential recession reaching those global panic lows with China opening up - with a delay admittedly but opening up none the less. Many stocks are at over bot slightly. This week offering a dip could be the perfect buy. The market thrust buying of last week is a big and solid clue that does not happen often. The volatility of expiration week, may just give us a decent speculative buy. The fangs have been taken to the woodshed and Netflix reports on Thursday. My eye is on AMZN mostly because they have overextended growth and can cut costs to grow faster into the future and not have past Capex levels to reduce the future spend. Just a hunch at this point - MAX venture will be small. I also like semi's. Breezes charts look super on semi's: ON (running flat), QCOM, NXPI, I also like TER. You know I have a lot of Cohu( did you see where the ex CEO of COHR is now on Cohu's Border - Mattes). cohu.gcs-web.com I like the reshoring of the chip makers. My bet is it will be a delayed big boost to the back end equipment makers too. You just know they won't fly them to asia for testing. Asia has a lot of test house subcontractors. I suspect their will be a big build on test houses in the US as well. TER is getting a new CEO in February. TER really diversified their ATM with the last CEO,It will be interesting to see what the new guy does. Could well be powerful. They are down from $168.91, now below $100.00 with a recent low of $67.81. They sport a dividend or .44 annually. I mau start selling some puts on them with the hops of getting some assigned or build some cashflow and buy some shares. There was a short time when Cohu sold for MORE than TER. Shoulda, woulda, coulda. I still remeMber my inability to diversify while working the dealership - water over the DAM! Off to do some house chores! Bob