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Strategies & Market Trends : Fundamental Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: bruwin who wrote (4699)7/7/2025 5:31:45 PM
From: E_K_S  Read Replies (1) | Respond to of 4719
 
I had a small add to TER, peeled off a few ORCL and bought GOOGL. Also picked up a few EXEL.

I see AMAT got a small downgrade a PT reduction to $200. Still bullish especially w/ chip equipment upgrade cycle and FAB capacity build outs.

Similar thought on TER especially for testing the AI chips which require specialized equipment. TER top customers NVDA & AMD. Before todays TER add had been buying at/below $83.