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Technology Stocks
Semi Equipment Analysis

An SI Board Since October 2000

Posts	SubjectMarks	Bans	Symbol
95907	489	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 35209919

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

Message 35356911

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.

1/26/26 - Adopting a cautious approach. No new shares will be bought until BPNDX and BPSOX are oversold.

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
95907	SOX Components Earnings' Table Update - Now Including Beats by both AMKR and	Return to Sender	-	yesterday
95906	onsemi beats by $0.02, reports revs in-line; guides Q1 EPS in-line, revs in-line	Return to Sender	-	yesterday
95905	Amkor beats by $0.25, beats on revs; guides Q1 EPS in-line, revs above consensus	Return to Sender	-	yesterday
95904	7 New 52 Week Lows on the NDX Today: New Lows: Fri Mon ADP ADBE AXON ADP CSGP	Return to Sender	-	yesterday
95903	6 New 52 Week Highs on the NDX Today: New Highs: Fri Mon ADI BKR AMGN CSCO CS	Return to Sender	-	yesterday
95902	BPSOX Rose 2 to 14 PnF Buy Signals - [AVGO COHR added] - I am a little mystified	Return to Sender	-	yesterday
95901	BPNDX Rose 2 to 39 PnF Buy Signals - [AVGO FTNT NVDA added DXCM removed] Fri M	Return to Sender	-	yesterday
95900	SOX Earnings' Table Update - Now Including MTSI's Beat and Raise from Fe	Return to Sender	-	yesterday
95899	Missed reporting MTSI on Feb 5: MACOM Tech beats by $0.02, reports revs in-line	Return to Sender	-	yesterday
95898	OT: Julius seemed like he was sharp as a tack and 100% genuine in every interact	Return to Sender	-	yesterday
95897	Not that it matters but wonder if he ever sold any of his Bitcoin. He once post	accountant	-	yesterday
95896	<i> After Micron's Q4 2025 results of $11.3 billion, they wound dow	Elroy	-	Sunday
95895	Oh Gee Sam. That is awful. I have been wondering if something happened to Julius	Return to Sender	1	Sunday
95894	For readers of this thread who don't read Ad Astra: RIP Julius Wong, frequen	Sam	1	Sunday
95893	OpenClaw Creator: Why 80% Of Apps Will Disappear [youtube video] 127,23	Sam	1	Sunday
95892	Really interesting article on the future of memory: full article at x.com The	Sam	3	Sunday
95891	In the event of a Bear Market that is when the 80% or 90% Upside Days become imp	Return to Sender	-	Sunday
95890	Using BPNDX and BPSOX together works best. The SOX is much more volatile than th	Return to Sender	-	last Saturday
95889	Starting here are a series of posts that back test your system using various tri	Johnny Canuck	-	last Saturday
95888	Market Snapshot Dow 50114.46 +1206.95 (2.47%) Nasdaq 23031.24 +490.63 (2.18%)	Return to Sender	1	last Friday
95887	6 New 52 Week Lows on the NDX Today: New Lows: Mon Tues Wed Thur Fri AXON ADB	Return to Sender	-	last Friday
95886	11 New 52 Week Highs on the NDX Today: New Highs: Mon Tues Wed Thur Fri CSCO	Return to Sender	-	last Friday
95885	BPSOX Rose 6 to 12 PnF Buy Signals - [ALAB ARM MTSI QRVO RMBS SWKS TSM added MCH	Return to Sender	-	last Friday
95884	BPNDX Remains 37 PnF Buy Signals - [ARM MAR added MCHP ORLY removed] Mon Tues	Return to Sender	-	last Friday
95883	We need a couple 80% Upside days in close succession for a clear bottom. A singl	Return to Sender	-	last Friday

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