That is absolutely the case. Semi’s are extremely sensitive to
economic growth or lack there of. In large part, because it is a
commodity business
The moment the market would hit any type of a bottom, even on
short term charts, it would be a sure thing that the squak box
would be barking...you just sold 250,000 AMAT with more behind it
(or KLAC, etc,etc.)
Thanks again, I appreciate the great information you share here.
It is very helpful in my analysis of the market overall and this
sector.
I'm feeling very good about my THBR position now, particularly
noting that President Biden just signed the executive order to
address the chip shortage. Seeing your SMH chart and the bottoming
of THBR premerger here, with their $2.5B backlog. They will become
Indie semiconductor when the merger is completed.
Best part is, the more advanced vehicles get, the more they make
per car. Its a top 3 holding for my individual names in spacs near
$10. Another lifetime opportunity to invest in my opinion. Game
hasn't even started yet at these prices. It was near $15 just
recently when they announced. To be at $10 with the same
fundamentals is staggering. I'm amazed. I've posted significant dd
on it on the blog maybe a week or so back. I wish there were a way
to tag posts or when people reply to them to have it come up as an
alert. I miss a lot of replies and posts here because I have to go
through the whole feed to look for them. I guess one way is to just
communicate through private message. Some things I think are very
beneficial for the group though, so I keep it here.
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That is absolutely the case.
A few days ago I shared some charts of intra-market ...
Posted by chartboy on 5th of Mar 2021 at 08:19 am
That is absolutely the case. Semi’s are extremely sensitive to economic growth or lack there of. In large part, because it is a commodity business
The moment the market would hit any type of a bottom, even on short term charts, it would be a sure thing that the squak box would be barking...you just sold 250,000 AMAT with more behind it (or KLAC, etc,etc.)
Thanks again, I appreciate the
Posted by fundamentalvalues on 5th of Mar 2021 at 08:33 am
Thanks again, I appreciate the great information you share here. It is very helpful in my analysis of the market overall and this sector.
I'm feeling very good about my THBR position now, particularly noting that President Biden just signed the executive order to address the chip shortage. Seeing your SMH chart and the bottoming of THBR premerger here, with their $2.5B backlog. They will become Indie semiconductor when the merger is completed.
Best part is, the more advanced vehicles get, the more they make per car. Its a top 3 holding for my individual names in spacs near $10. Another lifetime opportunity to invest in my opinion. Game hasn't even started yet at these prices. It was near $15 just recently when they announced. To be at $10 with the same fundamentals is staggering. I'm amazed. I've posted significant dd on it on the blog maybe a week or so back. I wish there were a way to tag posts or when people reply to them to have it come up as an alert. I miss a lot of replies and posts here because I have to go through the whole feed to look for them. I guess one way is to just communicate through private message. Some things I think are very beneficial for the group though, so I keep it here.