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Strategies & Market Trends : TRIPLE TRADES -- Ignore unavailable to you. Want to Upgrade?


To: yard_man who wrote (3832)6/17/2024 12:02:40 PM
From: robert b furman  Read Replies (1) | Respond to of 4397
 
Hi yard man,

Semi Equipment makers should pring money once the fabs are built nd begin the ramp of new systems.

The new systems should all be strate of the art.

The 52 billion from the Chips Act may well build over supply.

Hoping to liquidate positions before that happens.

I expect it to be euphoric!

Bob