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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (90036)	4/19/2023 10:26:17 PM
From: Return to Sender	1 Recommendation Recommended By Sam Read Replies (1) \| Respond to of 95524

Earnings' Calendar Update. - Only ASML and LRCX have been updated so far. Briefing.com uses a different source for their earnings expectations (than what I posted yesterday) so while both ASML and LRCX beat expectations it really was not as much of a beat as shown in the first two rows. Regardless of how the market treats the stocks I think it is tremendous that both companies are doing quite well. That is not to say I don't expect further downside as long as the Fed is raising rates. On top of that restrictions on what can and cannot be sold to China exist and could become even more restrictive in the future. Longer term I expect that stocks like LRCX and ASML bought now will prove extremely profitable to long term investors. I, however am holding out for lower prices, before buying anything more.