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

To: Sam who wrote (93470)	12/10/2024 5:40:47 PM
From: Return to Sender	2 Recommendations Recommended By Julius Wong Sam Respond to of 95383

I think we have to look at what has been happening in the market now for a number of months. Semiconductors are not leading the market. This is concerning. Anytime the market is hitting new highs and the SOX is not also hitting new highs is very concerning to me. Outside of a few A.I. names what semiconductor or semi equipment stocks have been truly leading? Not many... So with the market overbought, sentiment overly bullish and very few semiconductors rallying on to new highs I think it's likely the market consolidates a while at the very least. Regardless, thanks Sam for the updates on some stocks we should all be watching going forward. I am not adding any new positions yet as I think we are likely to see some additional weakness unless AVGO just has a blowout quarter and raise estimates for next quarter on Thursday. Thanks, RtS

To: Sam who wrote (93470)	12/12/2024 4:33:40 PM
From: Return to Sender	1 Recommendation Recommended By Sam Respond to of 95383

Broadcom beats by $0.03, reports revs in-line; guides Q1 revs above consensus; increases dividend 4:18 PM ET 12/12/24 \| Briefing.com Reports Q4 (Oct) earnings of $1.42 per share, excluding non-recurring items, $0.03 better than the FactSet Consensus of $1.39; revenues rose 51.2% year/year to $14.05 bln vs the $14.07 bln FactSet Consensus.Co added, "Semiconductor revenue was a record $30.1 billion driven by AI revenue of $12.2 billion. AI revenue which grew 220 percent year-on-year was driven by our leading AI XPUs and Ethernet networking portfolio."Co issues upside guidance for Q1 (Jan), sees Q1 revs of approximately $14.6 bln vs. $14.55 bln FactSet Consensus.Quarterly common stock dividend increased by 11% from the prior quarter to $0.59 per share.