Why Now Is Not the Time to Own Semiconductor Stocks [View article]
What did you think of TSM at 6 and INTC at 12? I think the market rallied ahead of itself, but if there's no recovery this year (my personal expectation, though I expect the stimulus to goose official numbers for a quarter or two) stocks may sell-off and semis might be oversold in a bear rampage.
Why Now Is Not the Time to Own Semiconductor Stocks [View article]
I think the market rallied ahead of itself, but if there's no recovery this year (my personal expectation, though I expect the stimulus to goose official numbers for a quarter or two) stocks may sell-off and semis might be oversold in a bear rampage.