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


To: Return to Sender who wrote (95798)1/29/2026 4:59:06 PM
From: Return to Sender1 Recommendation

Recommended By
Kirk ©

  Respond to of 95923
 
SOX Components Earnings' Table Update - Now Including ALGM's Beat and Inline Guidance that led to a 12% Gain Today. Also Including KLAC's Beat and Inline Guidance which is leading to an over 6% Drop after hours. I personally have been lightening up on my positions because I believe we are seeing signs we are late in this cyclical move. We have almost as many stocks in the NDX hitting new 52 week lows as we have those hitting new highs. That is late cycle action. Many of the best semiconductor related stocks in the market are benefiting from the huge AI demand. The increase in the number of Fabs coming online is also a late cycle signal. All it would take to tank this market is any hint of a slowdown. Currently there is no hint at all coming from MU, STX, WDC, SNDK etc but I am watching the discussion on CNBC right now that suggests that this time is different. Yeah, it is different, but there still will be an end to this cycle, just like every previous cycle. Earnings' Table Below: