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

To: Return to Sender who wrote (92743)	7/31/2024 11:33:07 AM
From: Return to Sender	3 Recommendations Recommended By Julius Wong kckip Kirk © Respond to of 95333

Earnings' Table Update - We are more than 1/2 through the WORST earnings' season for SOX components that I have covered since I began sharing these tables. Nearly 1/2 of the companies that have reported have lowered guidance including ENTG's lowered guidance before the open today. Not only has the FED slowed inflation but they have slowed growth in semiconductor sales. That is unless AI is involved, where growth is still strong, as the AMD report suggests. Plenty of evidence that memory has begun a strong recovery as well. In addition EV related chip sales may have bottomed: