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Semi Equipment Analysis

An SI Board Since October 2000

Posts	SubjectMarks	Bans	Symbol
96109	488	0	SOXX

Emcee: Return to Sender	Type: Moderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
94897	BPNDX Rose 2 to 51 PnF Buy Signals - [LULU VRTX added] Mon Tues Wed AAPL AAPL	Return to Sender	-	8/13/2025
94896	And of course LITE and COHR are down on the news today.	Sam	-	8/13/2025
94895	And I see analysts falling all over themselves raising Lumentum's target--fo	Sam	2	8/13/2025
94894	COHR will report AH. LITE, COHR are leaders in optical transceivers. LITE alr	Julius Wong	2	8/13/2025
94893	Lumentum targets $600M quarterly revenue by June 2026 amid accelerating AI-driv	Julius Wong	2	8/12/2025
94892	Market Snapshot Dow 44458.61 +483.52 (1.10%) Nasdaq 21	Return to Sender	3	8/12/2025
94891	1 New 52 Week Low Today on the NDX: New Lows: Mon Symbol CHTR ADBE CMCSA LU	Return to Sender	1	8/12/2025
94890	8 New 52 Week Highs on the NDX Today: New Highs: Mon Tues CSCO AVGO EA EA LRC	Return to Sender	1	8/12/2025
94889	BPSOX Rose 5 to 21 PnF Buy Signals - [ASML CRUS ENTG MU TXN added] Mon Tues AD	Return to Sender	1	8/12/2025
94888	BPNDX Rose 3 to 49 PnF Buy Signals - [ASML MELI MU TXN added PAYX removed] Mo	Return to Sender	2	8/12/2025
94887	Lumentum killing it! Lumentum Non-GAAP EPS of $0.88 beats by $0.07, revenue of	Sam	1	8/12/2025
94886	Here is Micron's updated guidance for this quarter. I am just putting it her	Sam	2	8/12/2025
94885	Market Snapshot Dow 43975.09 -200.52 (-0.45%) Nasdaq 2	Return to Sender	3	8/11/2025
94884	5 New 52 Week Lows on the NDX Today: New Lows: Fri Mon CHTR CHTR LULU CMCSA V	Return to Sender	1	8/11/2025
94883	3 New 52 Week Highs on the NDX Today: New Highs: Fri Mon CSCO CSCO FAST EA GI	Return to Sender	1	8/11/2025
94882	BPSOX Rose 2 to 16 PnF Buy Signals - [AMD KLAC added] Fri Mon ADI ADI AMAT AMA	Return to Sender	2	8/11/2025
94881	BPNDX Remains 46 PnF Buy Signals - [AMD KLAC added CSGP FANG removed] Fri Mon	Return to Sender	1	8/11/2025
94880	DDR4 and LPDDR4 Supply Tightens Sharply in 2H25 as Structural Shortage Drives St	Sam	1	8/11/2025
94879	Monday Morning Outlook, from Shaeffers Research SPX Mome	Sam	1	8/11/2025
94878	[graphic]	Julius Wong	1	8/11/2025
94877	Micron will be at a previously announced investor forum this morning which no do	Sam	1	8/11/2025
94876	"It's a good way for the United States government to increase its cash	Sam	-	8/11/2025
94875	Aug 11 (Reuters) - Wall Street was on track for a subdued start on Monday as maj	Return to Sender	-	8/11/2025
94874	4:47 AM EDT, 08/11/2025 (MT Newswires) -- Intel ( INTC ) CEO Lip-Bu Tan will vis	Return to Sender	-	8/11/2025
94873	Aug 11 (Reuters) - Micron Technology Inc ( MU ): * MICRON UPDATES FOURTH QUARTE	Return to Sender	3	8/11/2025

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