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Re: Kenneth Howell post# 6131

Tuesday, 06/20/2023 7:46:52 AM

Tuesday, June 20, 2023 7:46:52 AM

Post# of 10217
Yeah I agree although it won't be with skepticism at first. Most of the uncertainty with Semiconductors lay with leading powers tension. The future was shaky. One side or the other grabbing all of the 'chips' in this high stakes poker game, and it is indeed looking like China... will at first be rejected by U.S. markets, but then the valuation and demand will drive this thing into the stratosphere within the end of this year. It all depends on how this develops from here.

If infrastructure of manufacturing is damaged, it'll be bad. Loss of key personnel, also bad. Be ready to go liquid on the one. Breaking news can send it either way in a heartbeat, but I specifically look for the most volatile tickers.
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