Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kirk © who wrote (23100)	2/8/2025 12:32:03 PM
From: robert b furman	Read Replies (2) \| Respond to of 26396

Hi Kirk, Impressive growth. I suspect if ICE and EV sales hadn't tailed off, it would have been fvfn stronger. The Chip Act should start boosting equipment new systems revenue soon. I'm leery of how long that boost will last. There is a possibility that the world chip supply will go into surplus - much like memory waddled through over supply with huge losses going to all and S. Korea in particular. I'll be out of semi equipment supply companies as we see new equipment systems get installed as part of the inevitable ramp up into mass production. I'll watch Cohu and Terradyne for clues on those two- they'll have great boosts in new system sales at the very end of the production ramp cycle HAPPY SUPERBOWL EVENT TOMORROW. I'm thinking we are going to see one of the best smash mouth football events of all times. Its always best when two great rivals get together. Some great plays are no doubt on the play boards. Bob