NFTRH Update 4.25.13, Chirp Chirp… Semiconductor Leadership & Economy View Updated
Well, we have had some nice data coming in that points to a would-be economic deceleration (save for this morning’s positive jobless claims report). Yet the chip makers have popped pretty substantially. Even (or especially) Intel, despite the ‘death of the PC’ data that has come in lately. Regardless, we use the SOX (top panel) as a leading indicator and the AMAT-SOX ratio as a … Continue reading NFTRH Update 4.25.13, Chirp Chirp… Semiconductor Leadership & Economy View Updated