Semi Equipment Analysis | Stock Discussion Forums

STOCKTALK

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

An SI Board Since October 2000

Posts	SubjectMarks	Bans	Symbol
96113	488	0	SOXX

Emcee: Return to Sender	Type: Moderated

Introduction Market Data Compact

I hope that we can discuss all things Semiconductor and Semi-Equipment Related here.

Below you will find charts of the SOX/SMH and related stocks:

Message 35452849

Earnings' Tables for quarterly reports and guidance for SOX related stocks. Example here:

Message 35446721

After the market closes updated data on the NASDAQ 100 and Point and Figure Data for the NDX. Also Point and Figure Data on the 30 SOX Components. An explanation of PnF Charting can be found here:

Message 34368823

In a normal Bull Market once the BPNDX exceeds 70% buy signals the NDX is overbought. A fall to below 30% buy signals normally represents a chance to accumulate stocks. Of course new bull markets often lead to more than 70% buy signals. Bear markets can give PnF buy signal numbers in the single digits.

3/6/2026 - Bought some LRCX as BPSOX was deeply oversold. BPNDX was not.

I will also post New Highs and New Lows Data for the NDX which includes numerous semiconductor stocks. Finally you will find me sharing all the free data I can from Briefing.com on stocks related to those we discuss here. I hope we will continue to build on the legacy of great former leading contributors here like Don Wennerstrom and Gottfried!

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
96108	2 New 52 Week Lows on the NDX Today: New Lows: Mon Tues Wed Thur Fri ME	Return to Sender	-	last Friday
96107	1 New 52 Week High on the NDX Today: New Highs: Mon Tues Wed Thur Fri FANG	Return to Sender	-	last Friday
96106	BPSOX Rose 1 to 10 PnF Buy Signals - [RMBS added] Mon Tues Wed Thur Fri AVGO A	Return to Sender	-	last Friday
96105	BPNDX Fell 5 to 46 PnF Buy Signals - [AAPL CDNS GILD INTU PCAR removed] Mon Tu	Return to Sender	-	last Friday
96104	Well, MU (along with other NAND makers) has apparently decided to exit the consu	Elroy	-	last Friday
96103	It's nice to see you finally realize both SIMO and MU can and should rise to	Return to Sender	-	last Friday
96102	I think MU is going to hit it out of the park and the stock move up to another l	Elroy	-	last Friday
96101	This probably raises prices on inventory already produced. MU reports on Wednesd	Return to Sender	-	last Thursday
96100	Qatar helium shutdown puts chip supply chain on a two-week clock — SK hynix forc	Sam	1	last Thursday
96099	Market Snapshot Dow 46676.74 -739.42 (-1.56%) Nasdaq 22311.99 -404.16 (-1.78%)	Return to Sender	2	last Thursday
96098	1 New 52 Week Low on the NDX Today: New Lows: Mon Tues Wed Thur MELI	Return to Sender	-	last Thursday
96097	1 New 52 Week High Today on the NDX: New Highs: Mon Tues Wed Thur FANG EX	Return to Sender	-	last Thursday
96096	BPSOX Unchanged at 9 PnF Buy Signals: Mon Tues Wed Thur AVGO AMD ALAB ALAB MRV	Return to Sender	-	last Thursday
96095	BPNDX Fell 5 to 51 PnF Buy Signals - [ABNB ALNY DASH MELI SHOP removed] Mon Tu	Return to Sender	-	last Thursday
96094	Great info, especially the spread to US Ts! Could AI capacity be the "new	Kirk ©	1	last Thursday
96093	It looks like most the recent debt financing was in the high 4 percent range for	Johnny Canuck	1	last Thursday
96092	Could it be a reaction to President Trump and Senator Warren agreeing they shoul	Kirk ©	1	last Wednesday
96091	Thoughts on why AI might not help semis achieve a significantly new high: Messa	Johnny Canuck	1	last Wednesday
96090	Market Snapshot Dow 47416.16 -289.24 (-0.61%) Nasdaq 22716.15 +19.03 (0.08%) S	Return to Sender	2	last Wednesday
96089	No New 52 Week Highs or Lows again today.	Return to Sender	-	last Wednesday
96088	BPSOX Rose 2 to 9 PnF Buy Signals - [ALAB CRDO added] Mon Tues Wed AVGO AMD AL	Return to Sender	1	last Wednesday
96087	BPNDX Fell 3 to 56 PnF Buy Signals - [BKR CEG CTAS MDLZ removed TSLA added] Mo	Return to Sender	1	last Wednesday
96086	Thanks for doing this Johnny! Link to some of the charts below: Message 3545284	Return to Sender	-	last Wednesday
96085	9 Month Charts of the Components of the SOX, AI related, semi's and semi-equ	Return to Sender	1	last Wednesday
96084	I am just trying to keep it as simple as possible. BPSOX of only 3 PnF Buy Signa	Return to Sender	1	last Wednesday

Go to reply# or date (mm/dd/yy):