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…

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Attn: NFTRH Subscribers

It appears that a few emails with NFTRH 516 attached did not make their destinations yesterday. At least they did not make it to inboxes, but instead spam folders. This may have been because I attached a chart along with the report. I don’t really know what makes the gremlins in the interwebs get irritable sometimes. If you did not receive the report (and password) … Continue reading Attn: NFTRH Subscribers