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

To: Return to Sender who wrote (90126)5/2/2023 8:08:01 PM
From: Return to Sender  Read Replies (1) | Respond to of 95358
 
So far we have 3 Raised Guidance. 6 Lowering it. And 5 keeping their Guidance Inline. The data after AMD is projected and may not be meaningful at all. Even the earnings' dates are proving somewhat inaccurate. So to be clear none of the data beyond today May 2 is to be considered anything but a projection.




To: Return to Sender who wrote (90126)5/2/2023 8:08:22 PM
From: Sun Tzu  Read Replies (1) | Respond to of 95358
 
Thanks. I don't specialize in semis, but I have been watching them on and off for years. And my conclusion is that this market is hyper efficient and I can't have an edge in it. Basically one has to play the long cycle and be content to catch it +/-15% of the bottom/top over ~30 months cycle. At least this me. Someone else may have much better insights.


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