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Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk -- Ignore unavailable to you. Want to Upgrade?

To: #Breeze who wrote (205476)	8/3/2025 9:57:54 AM
From: robert b furman	1 Recommendation Recommended By toccodolce Read Replies (1) \| Respond to of 207795

Good Morning Breeze, Last Thursday AH, Cohu reported a long awaited improved revenue and EPS. They also guided up for the next quarter, first in a LOONG time. This news followed a similar announcement by bigger brother TER, which make the tester that fits inside the testhandler that Cohu makes, both are sector leaders. Sox numbers have been depressing for quite a while. I'm sensing a bottom coming here soon More for the equipment makers vs the chip makers. If Nvidia propels itself higher, the equipment makers could add some boost to the SOX, SMH instruments. Any updated read would be appreciated. Bob