
Semi Sector 9+ Months On…
On November 21, 2017 we noted… Semi Equipment Spending Record, 2018 Growth, But… With the key being the “but… “ Per that post… What got me checking into the SEMI data is a goofy MarketWatch article featuring a fund manager who owns the FAANG type stocks at 30 multiples, but has found relative value in AMAT and LRCX, the two Semiconductor Equipment stocks that I … Continue reading Semi Sector 9+ Months On…