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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
95823	Nvidia boss insists 'huge' investment in OpenAI on track finance.yahoo.	Return to Sender	1	January 31
95822	Question for Gemini AI on my Samsung phone - Are any hyperscalers are making mon	Return to Sender	1	January 31
95821	That was an especially informative and interesting roundup of the day's trad	Sam	-	January 30
95820	Excellent, you are making an important point that I have harped on for years.	Return to Sender	2	January 30
95819	Market Snapshot Dow 48891.26 -179.09 (-0.36%) Nasdaq 23461.84 -223.30 (-0.94%)	Return to Sender	2	January 30
95818	4 New 52 Week Lows on the NDX Today: New Lows: Mon Tues Wed Thur Fri PAYX CHT	Return to Sender	1	January 30
95817	4 New 52 Week Highs on the NDX Today: New Highs: Mon Tues Wed Thur Fri AMGN A	Return to Sender	1	January 30
95816	BPSOX Fell 3 to 18 PnF Buy Signals - [GFS KLAC ON removed] Mon Tues Wed Thur F	Return to Sender	1	January 30
95815	BPNDX Fell 2 to 45 PnF Buy Signals - [APP COST KLAC removed CHTR added] Mon Tu	Return to Sender	1	January 30
95814	Well, AMAT is down over 5% and LRCX is down around 6%. While it is true that KLA	Sam	1	January 30
95813	Trying to understand why KLAC is falling so much while AMAT and LRCX are holding	Return to Sender	1	January 30
95812	AI answer to previous question on my Samsung phone. RTS: Samsung, SK Hynix, an	Return to Sender	2	January 30
95811	Question for AI; How does the number of fab starts for Micron Samsung and Hynix	Return to Sender	3	January 30
95810	KLAC and ON have lost PnF Buy Signals. BPSOX is now 18. Buy signal is 9 or lower	Return to Sender	1	January 30
95809	KLA sees advanced packaging revenue rising mid- to high teens in 2026 as AI dema	Sam	1	January 30
95808	KLA falls amid WFE outlook concerns despite bullish stance from analysts Jan. 30	Sam	1	January 30
95807	Sandisk outlines $4.4B–$4.8B Q3 revenue target and projects structurally higher	Sam	2	January 30
95806	I never sell!	Elroy	-	January 29
95805	Just be sure you bank enough profit to cover your investment cost. I have been t	Return to Sender	1	January 29
95804	Keep an eye on COHR. They may be a go go go growth stock for many years due to	Elroy	-	January 29
95803	SNDK is killing it as are many of the stocks we cover here. This AI build out	Return to Sender	1	January 29
95802	Gemini didn't know about Sandisk's report tonight--the stock is up AH al	Sam	-	January 29
95801	The "different this time" thing is that there are only three DRAM (and	Elroy	-	January 29
95800	I asked my computer and Google Gemini if SNDK and MU are in a bubble? AI refuses	Return to Sender	-	January 29
95799	SOX Components Earnings' Table Update - Now Including ALGM's Beat and In	Return to Sender	1	January 29

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