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.

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

To: Return to Sender who wrote (94502)	6/5/2025 8:50:20 PM
From: Return to Sender	1 Recommendation Recommended By Julius Wong Respond to of 95327

The last 4 Quarters for the 30 Stocks in the SOX have shown a trend of continuing growth in the number of companies raising guidance. A year ago 5 stocks in the SOX raised guidance. The following quarter 7 stocks raised. Then it was 9 raising guidance. Finally this quarter it was 12 stocks in the SOX that actually raised guidance. That's literally 40% of the stocks in the index raising guidance. But what has happened to the SOX index in the last year? Basically nothing - The SOX closed at 5,033.35 on 6/5/2024. Today it closed at 5,010.92. It's difficult to make a case for swing trading the market or any particular stock. It's not impossible though which is why I have been trying to perfect the usage of the BP Data and market breadth. So to my way of thinking it is idiotic not to pay attention to the fact that SOX stocks do not trade higher indefinitely. Even NVDA, widely recognized as one of the biggest stock market winners (Highest market cap too), is subject to large swings: RtS

To: Return to Sender who wrote (94502)	7/16/2025 9:46:36 AM
From: Return to Sender	2 Recommendations Recommended By Julius Wong Sam Respond to of 95327

SOX Components Earnings' Table Update - Now Including ASML's Nice Beat BUT Lowered Guidance Resulting in a currently 10% Loss for the stock. ASML is pointing out that there is a lot of uncertainty going forward. Last Quarter ASML gave Inline Guidance. TSM is up next for earnings. TSM is a stock that has been raising guidance regularly on AI strength:

To: Return to Sender who wrote (94502)	8/13/2025 7:15:20 PM
From: Return to Sender	3 Recommendations Recommended By Julius Wong Kirk © Sam Respond to of 95327

SOX Components Earnings' Table Update - Now Including COHR's Beat but Only Inline Guidance which is being met by after hours selling to the tune of a 20% drop in share price. I think this is more due to the fact COHR did not raise after the stock was hitting new all time highs than anything else. ONTO on the other hand missed last week and lowered guidance. The stock has been on a uptrend since then. Table below: