– If chips are “as good as it gets” so are the stock prices
– Are we at a near term ceiling that stocks have bounced off of?
– If growth slows do valuations also slow?
– Are we in a holding pattern waiting for a down cycle?
Second order derivative investing
As we have said many times in the past, investors… Read More
Amidst all the active news about new process introductions at 16/14/10/7nm and the status of next-generation lithography development, there was a recent press release that could have as large an impact upon the microelectronics industry in the United States. A groundbreaking ceremony was recently held in Marcy, New York for… Read More
