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To: Kirk © who wrote (94361)5/9/2025 11:12:42 AM
From: Elroy  Respond to of 95413
 
We still have 5 stocks left to report and we have already had more companies lifting guidance than I can ever recall since I started making these tables.

The semis were primed for the cycle bottoming around Xmas 2024, and the tariffs have appeared just in time to confuse the hell out of everything........



To: Kirk © who wrote (94361)5/9/2025 1:44:42 PM
From: Return to Sender1 Recommendation

Recommended By
Kirk ©

  Read Replies (1) | Respond to of 95413
 
You are forcing an Old Dog to learn new tricks. Does this look better?