Replies to post #49082 on Savvy Trades and Investments

[researcher59]

AMAT -5.01 to 48.95, semiconductors weak today, especially the equipment manufacturers after AMAT gave soft Q2 guidance. Applied Materials is the semi equip kingpin.

briefing -

Applied Materials leading chips stocks lower (SMH -1.1%) after guiding July quarter revenue just below consensus (49.66 -4.30) : AMAT -8.05% LRCX -3.34% OLED -3.10% KLAC -2.20% TER -1.99% QRVO -1.41% SWKS -1.27% FORM -1.50% GOOGL -1.27% MU -1.01% AMKR -1.24% INTC -1.08% SMH -0.97%

TRT, MU, UCTT

[otcbargains]

Joined you in UCTT at 16.58 with a small first buy.

UCTT ESIO so far. I will probably end up with MU as well.

They all look super cheap but maybe there is a reason investors are shunning them.