SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cohu, Inc. (COHU) -- Ignore unavailable to you. Want to Upgrade?


To: robert b furman who wrote (7828)1/15/2026 9:36:14 AM
From: robert b furman  Read Replies (1) | Respond to of 7832
 
LOL,

For those long term abused holders of Cohu, this song has holding Cohu all over it.

Take some time to listen and read the words to this song. It's a theme song to holding Cohu.

Only fitting to play it on a day where Cohu has opened in the premarket up:$1.34 and pushing on $30.00. Bout Damn Time EH?

T Sizzle - Baggie Blues - YouTube

Bob



To: robert b furman who wrote (7828)1/15/2026 9:10:04 PM
From: Johnny Canuck1 Recommendation

Recommended By
robert b furman

  Respond to of 7832
 
Re-entered COHU when it cleared the local high at 27 and change. Just looking for a trip to $36 resistance level.

Was also looking at AMKR but it got away from me. One of the few third party companies besides INTC that offer advance packing of chiplet wafers.

TSM today indicating most sectors especially AI data centre related demand still strong.

MCHP raising guidance, seems to suggest a broader related recover in consumer electronics including automotive is underway.

TSM rallied everyone including chip equipment companies. I am not sure companies are aggressively adding capacity right now given the cost of fabs though. I noticed MU is not increasing their cap ex aggressive but enjoying the good margins and high prices instead. As a result the chip equipment rally might be a little ahead of itself. We will see. It should be tradable.,



To: robert b furman who wrote (7828)1/18/2026 3:46:22 AM
From: Johnny Canuck  Respond to of 7832
 
Some data points on AMKR and AEHR.

Message 35396987