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

To: Sam who wrote (95083)	9/22/2025 3:16:07 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95923

Learned a lot from Gottfried to be sure. But Sam... you saved me a bundle when you talked me out of shorting NVDA many years ago. Wow, what a mistake that would have been. I actually had an order in to buy 1000 shares of NVDA at 116 a few years back. That would be 11.60 in today's price. That I talked myself out of... all by myself. So Sam, MU earnings tomorrow. Looks like it should be a terrific quarter. What do you think? RtS

To: Sam who wrote (95083)	2/9/2026 5:37:48 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95923

onsemi beats by $0.02, reports revs in-line; guides Q1 EPS in-line, revs in-line -0.15% Reports Q4 (Dec) earnings of $0.64 per share, excluding non-recurring items, $0.02 better than the FactSet Consensus of $0.62; revenues fell 11.2% year/year to $1.53 bln vs the $1.54 bln FactSet Consensus.GAAP gross margin and non-GAAP gross margin of 36.0% and 38.2%, respectively.Co issues in-line guidance for Q1, sees EPS of $0.56-$0.66, excluding non-recurring items, vs. $0.61 FactSet Consensus; sees Q1 revs of $1.435-$1.535 bln vs. $1.51 bln FactSet Consensus.