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


To: Kirk © who wrote (17753)1/10/2024 10:43:39 AM
From: Kirk ©1 Recommendation

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From Cramer email:
9. Citi shuffled its semiconductor equipment rankings, moves Lam Research to its No. 1 spot and Applied Materials to No. 2. Prefers LRCX for the memory recovery.
Citi likes LRCX and AMAT

Applied without reinvested dividends:




To: Kirk © who wrote (17753)1/10/2024 10:45:00 AM
From: Kirk ©1 Recommendation

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Applied and Lam on same page without reinvested dividends: