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

To: Johnny Canuck who wrote (94694)	7/15/2025 10:22:36 PM
From: Cautious_Optimist	1 Recommendation Recommended By Return to Sender Respond to of 95333

This is a FOMO market. (Fear Of Missing Out.) The fundamentals are not there - tariff (federal sales tax) impacts are starting to show up. The political bullets being fired at the Fed are going to eventually cause flight from the dollar. Who will buy our debt and for how much? Overbought stocks, stupid-high forward PE's in many cases. Time to play it safe, be very selective. Don't panic, but hedge. JMHO

To: Johnny Canuck who wrote (94694)	7/15/2025 10:53:43 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95333

Sell signals are tough. Obviously the market has been overbought but is it over loved? Wish I still had easy access to the Investors Intelligence Poll because until it has a 40% difference in Bulls above Bears I don't think anyone can even suggest we are topping (Although we very well could be doing just that). Anyone have access to that data on the II survey? I also watch the $NASI as a good secondary signal but it has looked like it is turning lower only to reverse a couple of times already during this rally. Could this be the time we get a real pullback? RtS