lrcx Archives - Page 2 of 2 - Notes From the Rabbit Hole

Semis Bearish, as Projected; NFTRH+ Short LRCX Finally Cracks

NFTRH+ short idea LRCX (chart below is from the original update) tested my patience royally. As it whipsawed above and below 80 I held it short (and also shorted its…

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January 6, 2016

NFTRH Interim Updates / NFTRH+

NFTRH+; an NFTRH Update and a Short Trade Setup Against a Major Semi Equipment Co.

In an NFTRH update we reviewed the newly negative Semiconductor Equipment sector book-to-bill data. After seeing that I checked with a former associate of mine to see what is happening…

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November 26, 2015

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