Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I don't disagree with you, except that those tech stocks that hold better during the end stage are probably better positioned than others, and these may indeed outperform. As an example in the Semi space, CYMI and CCMP might be a future star performers if their relative strength (to the sector) keep the current pace.

Zeev