Not a buyer as I feel the amount of negative sentiment is mounting....market could go down just because of whispers....stocks moving ;
Semis...ONNN, CRUS, TSEM, AMBA, SMCI, QRVO...disappointeD IN NXPI price action although up....I own SWKS, TSEM, SMCI, CRUS...AAPL announced Launch Meeting...should help move AAPL up and take SWKS up with it..
Other moversI like: LCI, CRM, AKRX, ZIOP, FB, HZNP.
Most impressed with SMCI...Why running ? I own and impressed. UP 4%
both AMKR and FSL had blowout earnings...FSL hired banks to look for buyer....CRUS weak today but also had great earnings...
MU is a broken semi for now.
working for me , SWKS, CRUS, TSEM
Go to SWKS Board and read post by dividend seeker. A real good summary of semi groups. Also a good board.
Happens anytime I sell this stock...since it was $24..... Sold Monday bought back Tuesday for $2 more...expect it to go down $1 Wednesday....no reason other than I bought back.
This, CRUS, SWKS are simply long term holds.
SWKS broke out past few days as evidenced by price appreciation.
CRUS ( and I know it is not as good as SWKS but chart and earnings SUPERB ),
SMCI hitting new high at $40
QRVO bouncing but going nowhere so far.
MU came back a bit but a real loser YTD....best move made was to sell and add to SWKS.
CRUS, SWKS, SMCI impressive.
cheetah...CRUS looks better than NXPI. I sold NXPI and bought more SWKS yesterday...bought more CRUS today...sorry I didn't buy AMBA last week.
CRUS appears to be breaking out....a nice quiet stock
Surprised with SMCI...watch to see if gain holds....unlike CRUS sells off late.
thank you for the clarification old...sometimes I wonder why I even bother with these stocks. I should concentrate on majors like SWKS..HZNP another one I bought past week,,,will take profit on run. Sold my FSLR after SUNE report...a stupid move... Just life in the big city...enjoy your posts.
oldgeezer states it is one of the top picks by Valu Line...can't be all bad...reaction to earnings this morning impressive...I bought back some today...we will see...your thoughts on FSL ?