sparrow_hawk_737

Semis Breaking out of Slow Growth Environment

Long
sparrow_hawk_737 Updated   
NASDAQ:SOX   Philadelphia Semiconductor Index
JP Morgan: www.docdroid.net/8Pf...nd-semicap-equip-pdf

Heavily long SOXL
Comment:
Favorite plays in the semi industry:

MU, KLAC,IIVI,TSM, MTSI, COHU,UMC,OIIM, AOSL, HIMX, LPL.
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