A Reluctant Goodbye to ASML
The chart tells you why it was time for me at least, to take a nice profit on this up trending and bullish stock. They say don't be greedy. So…
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September 12, 2019
A “Glimmer” for the Semiconductor Sector
Glimmer: noun; a faint sign of a feeling or quality, especially a desirable one The Semi sector as a whole remains in a growth contraction. I happen to hold equipment…
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September 6, 2019
Semi Bullish
On July 18th we had an NFTRH update (still pw protected) discussing the Semiconductor sector and secondarily, its implications for the gold sector. Those implications have to remain private for…
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July 24, 2019
NFTRH; One Sector of Interest and its Implication for Another
We are now into H2 2019. It's amazing how time flies. The Semi industry has been targeting H2 2019 for a bottom and/or upturn, and here we are. For reference,…
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July 18, 2019
Semiconductor Index, a Half Decade Later
One upon a time we had a sector that was kicked to the curb and left as an also-ran. But in 2013, after gauging the coming of a positive cycle…
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June 12, 2019
The Next Semi Upturn and Thoughts on Gold
Excerpted below is the Opening Notes segment from this week's Notes From the Rabbit Hole, NFTRH 555. The report followed up this opening with extensive coverage and strategy for US…
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June 9, 2019
I Took My SOXX Off
I took my SOXX short off, that is. The gain was 8% on an index ETF and that is good enough as the chart hammers at the 200 day average.…
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May 23, 2019
Strange Signaling in the Semi Sector
As noted many times along the way since 2013 a reliable leadership progression in the US stock market has been this chain... Semi→Broader Tech→Broad Market (SPX). So let's check up…
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May 17, 2019
SOX Top-Test Status and Thoughts on the Semis
Well, you can't get much closer than this as SOX pops above and then closes a hair below the previous high of 1464.61. Like it or not, Semi is a…
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April 3, 2019
Semi Leadership Updated
We used this weekly chart in NFTRH to note the ugly top in Semi Equipment leadership to broad Semi well before the Q4 broad market correction started. Here is a…
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March 6, 2019
Jobs Are Great! But is the Semi Canary Still Sick?
I am not talking my book (well, I guess I am if I am a counter-cyclical gold bug) because I am significantly more long than short the market at the…
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February 1, 2019
Semi Equipment: Chirp, Chirp…
Well, it's just a single day and AMAT and LRCX are not out of the woods, but TSMC did just place a nice order with Applied Materials. TXN had better…
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January 24, 2019
Semiconductor Sector (NFTRH 535 Excerpt)
As in January of 2013 (ahead of an economic up cycle) and Q4 2017-Q1 2018 (ahead of an economic ripple that began in 2018) the Semiconductor sector and in particular…
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January 21, 2019
Q: Semi Equipment Leadership; Just Ugly or Something Worse? A: It was Something Worse
I have so many charts that I use for NFTRH's Market Internals segment that I have had to start a new system, color coding the various internals indicators thusly... As…
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January 14, 2019