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Semi Equipment Analysis

An SI Board Since October 2000

Posts	SubjectMarks	Bans	Symbol
96150	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
96149	Market Snapshot Dow 45576.36 -443.96 (-0.96%) Nasdaq 21647.62 -443.08 (-2.01%)	Return to Sender	2	last Friday
96148	5 New 52 Week Lows on the NDX Today: New Lows: Mon Tues Wed Thur Fri CPRT	Return to Sender	1	last Friday
96147	1 New 52 Week High on the NDX Today: New Highs: Mon Tues Wed Thur Fri AEP EXC	Return to Sender	1	last Friday
96146	BPSOX Fell 2 to 11 PnF Buy Signals - [ALAB RMBS removed] Mon Tues Wed Thur Fri	Return to Sender	1	last Friday
96145	BPNDX Fell 4 to 38 PnF Buy Signals - [ADBE CRWD FAST WDAY removed] Mon Tues We	Return to Sender	1	last Friday
96144	<i> Supply and Demand does not care how few companies there are to comp	Elroy	-	last Friday
96143	Supply and Demand does not care how few companies there are to compete with Elro	Return to Sender	-	last Thursday
96142	I think the big story with MU is that there are now (as opposed to in the past)	Elroy	-	last Thursday
96141	Market Snapshot Dow 46020.32 -203.72 (-0.44%) Nasdaq 22090.70 -61.73 (-0.28%)	Return to Sender	1	last Thursday
96140	5 New 52 Week Lows on the NDX Today: New Lows: Mon Tues Wed Thur CPRT ADB	Return to Sender	-	last Thursday
96139	1 New 52 Week High on the NDX Today: New Highs: Mon Tues Wed Thur AEP EXC FAN	Return to Sender	-	last Thursday
96138	BPSOX Fell 2 to 13 PnF Buy Signals - [MRVL NVDA removed] Mon Tues Wed Thur ALA	Return to Sender	-	last Thursday
96137	BPNDX Fell 7 to 42 PnF Buy Signals - [HON MRVL NVDA TRI TSLA TXN WMT removed]	Return to Sender	-	last Thursday
96136	Years ago I did some research on INTC to prove that the best time to buy the sto	Return to Sender	1	last Thursday
96135	OK. I didn't understand what you were saying.	Sam	-	last Thursday
96134	<i> I don't know what you are talking about. Some of them were sell	Elroy	-	last Thursday
96133	the most successful Micron investors time it correctly and "sell the peak&q	Sam	-	last Thursday
96132	Check out this article: digitimes.com Is that a picture of a SIMO chip in an N	Elroy	1	last Thursday
96131	<i> Micron is getting killed this morning despite their great earnings	Elroy	-	last Thursday
96130	Micron is getting killed this morning despite their great earnings due to their	Sam	1	last Thursday
96129	SOX Components Earnings' Table - New Quarter Starts with Incredible Numbers	Return to Sender	2	last Wednesday
96128	Market Snapshot Dow 46224.04 -768.11 (-1.63%) Nasdaq 22152.43 -327.11 (-1.46%)	Return to Sender	1	last Wednesday
96127	2 New 52 Week Lows on the NDX Today: New Lows: Mon Tues Wed CPRT CSGP	Return to Sender	-	last Wednesday
96126	3 New 52 Week Highs on the NDX Today: New Highs: Mon Tues Wed AEP EXC FANG	Return to Sender	-	last Wednesday
96125	BPSOX Rose 3 to 15 PnF Buy Signals - [AMAT COHR KLAC NVMI added CRDO removed]	Return to Sender	1	last Wednesday

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