I did not make the point clear in the previous post but as NFTRH subscribers may recall, it is the Semi Equipment companies (they that supply the chip makers with…
Excerpted from the November 23 edition of Notes From the Rabbit Hole, NFTRH 318: Semiconductor Equipment Book-to-Bill Ratio Moderating Since we were the only ones (so far as I could…
I was going to NFTRH+ this, but then decided that the chart had neither the implied upside nor quite the setup I'd like. But I thought I'd pop it up…
[edit] Post veers at little at the end, may require a couple reads... [edit2] Attn: Subscribers, material dovetails with market analysis in #318 [edit3] Charts are quite large; click for…