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

To: Return to Sender who wrote (90497)	8/1/2023 3:54:47 PM
From: Return to Sender	Respond to of 95343

Allegro Microsystems beats by $0.02; guides SepQ EPS mostly above consensus, revs mostly above consensus 7:09 AM ET 8/1/23 \| Briefing.com Reports Q1 (Jun) earnings of $0.39 per share, $0.02 better than the FactSet Consensus of $0.37. Co issues in-line guidance for Q2 (Sep), sees EPS of $0.35-0.39 vs. $0.36 FactSet Consensus; sees Q2 revs of $270-280 mln vs. $270.25 mln FactSet Consensus.Co added, "The results further underscore our strategy focused on the mega trends of electrification and automation which are expected to transform Automotive and Industrial markets through the next decade."

To: Return to Sender who wrote (90497)	8/1/2023 4:41:54 PM
From: Return to Sender	2 Recommendations Recommended By Sam The Ox Read Replies (2) \| Respond to of 95343

Earnings's Table Update Including ALGM which reported a beat before the market and lost 12% today. Also AMD which barely beat just a few minutes ago. They gave Inline Guidance. AMD but did report progress on meaningful A.I. revenues. AMD is up almost 5% after hours. August and September are generally bad months in the market and for semiconductor related stocks as well. My advice is to look forward to better buying opportunities in early October. Historically that is just how it works. Enough on that... The table is below: