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

To: Sam who wrote (95511)	12/2/2025 10:20:15 PM
From: Return to Sender	2 Recommendations Recommended By Julius Wong Sam Respond to of 95572

SOX Components Earnings' Table Update - Now Including MRVL's Beat and Inline Guidance. MRVL initially sold off a bit but Rose during the conference call. Must have said everything right to be Up 10% after hours! Table below:

To: Sam who wrote (95511)	12/2/2025 10:41:37 PM
From: Return to Sender	2 Recommendations Recommended By Kirk © Sam Respond to of 95572

I think we have a ways to run too Sam. The SOX is nowhere near overbought yet. This has been the best quarter than I can recall for SOX Component Companies Raising Guidance. I suspect new all time highs are coming but the market will do what it will do. Chart Updates Below: