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Technology Stocks
Semi Equipment Analysis

An SI Board Since October 2000

Posts	SubjectMarks	Bans	Symbol
96502	491	0	SOXX

Emcee: Return to Sender	Type: Moderated

Introduction Market Data Compact

I hope that we can discuss all things Semiconductor and Semi-Equipment Related here.

Below you will find charts of the SOX/SMH and related stocks:

Message 35452849

Earnings' Tables for quarterly reports and guidance for SOX related stocks. Example here:

Message 35446721

After the market closes updated data on the NASDAQ 100 and Point and Figure Data for the NDX. Also Point and Figure Data on the 30 SOX Components. An explanation of PnF Charting can be found here:

Message 34368823

In a normal Bull Market once the BPNDX exceeds 70% buy signals the NDX is overbought. A fall to below 30% buy signals normally represents a chance to accumulate stocks. Of course new bull markets often lead to more than 70% buy signals. Bear markets can give PnF buy signal numbers in the single digits.

3/6/2026 - Bought some LRCX as BPSOX was deeply oversold. BPNDX was not.

I will also post New Highs and New Lows Data for the NDX which includes numerous semiconductor stocks. Finally you will find me sharing all the free data I can from Briefing.com on stocks related to those we discuss here. I hope we will continue to build on the legacy of great former leading contributors here like Don Wennerstrom and Gottfried!

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
96502	Micron 6600 ION 245TB SSD Announced By Cliff Robinson - May 5, 2026 Micron h	Sam	1	yesterday
96501	Market Snapshot Dow 49609.16 +12.19 (0.02%) Nasdaq 262	Return to Sender	2	last Friday
96500	BPNDX/BPSOX Market Breadth and Momentum Indicators - Another New 52 Week High fo	Return to Sender	3	last Friday
96499	# of SOX Components Above the 200 Day SMA Rose 1 to 30. - [SWKS added] Mon Tue	Return to Sender	1	last Friday
96498	All 30 SOX Components Remain Above their 50 Day SMA's: Mon Tues Wed Thur F	Return to Sender	1	last Friday
96497	3 New 52 Week Lows on the NDX Today: New Lows: Mon Tues Wed Thur Fri CTSH CHT	Return to Sender	1	last Friday
96496	16 New 52 Week Highs on the NDX Today: New Highs: Mon Tues Wed Thur Fri AMZN	Return to Sender	1	last Friday
96495	BPSOX Remains 28 PnF Buy Signals - [CRDO removed KLAC added] Mon Tues Wed Thur	Return to Sender	1	last Friday
96494	BPNDX Remains at 67 PnF Buy Signals - [MELI removed MNST added] : Mon Tues Wed	Return to Sender	1	last Friday
96493	Taiwan Semiconductor Manufacturing April Revenue Falls Sequentially -0.41% 05:	Return to Sender	1	last Friday
96492	Cloudflare stock sinks 18% after earnings as company cuts 1,100 employees due to	Sam	1	last Thursday
96491	CoreWeave stock sinks 10% on weak revenue guidance, increased spending forecast	Sam	1	last Thursday
96490	SOX Components Earnings' Table - Now Including Beats by ALGM, MTSI, and MCHP	Return to Sender	2	last Thursday
96489	Earnings Flash (MCHP) Microchip Technology Posts Q4 Adjusted EPS $0.57, vs. Fact	Return to Sender	-	last Thursday
96488	MACOM Tech beats by $0.02, beats on revs; guides Q3 EPS above consensus, revs ab	Return to Sender	-	last Thursday
96487	Allegro Microsystems beats by $0.01, beats on revs; guides Q1 EPS in-line, revs	Return to Sender	-	last Thursday
96486	Market Snapshot Dow 49596.97 -313.62 (-0.63%) Nasdaq 2	Return to Sender	1	last Thursday
96485	BPNDX/BPSOX Market Breadth and Momentum Indicators: [graphic]	Return to Sender	-	last Thursday
96484	# of SOX Components Above their 200 Day SMA's Unchanged at 29: Mon Tues We	Return to Sender	-	last Thursday
96483	All 30 SOX Components Remain Above their 50 Day SMA's: Mon Tues Wed Thur A	Return to Sender	-	last Thursday
96482	1 New 52 Week Low on the NDX Today: New lows: Mon Tues Wed Thur CTSH CHTR CHT	Return to Sender	-	last Thursday
96481	9 New 52 Week Highs on the NDX Today: New Highs: Mon Tues Wed Thur AMZN AEP A	Return to Sender	-	last Thursday
96480	BPSOX Fell 1 to 28 PnF Buy Signals - [COHR removed] Mon Tues Wed Thur ADI ADI	Return to Sender	-	last Thursday
96479	BPNDX Rose 5 to 67 PnF Buy Signals - [AXON DASH MELI META MSFT WDAY added FANG r	Return to Sender	-	last Thursday
96478	SOX Components Earnings' Table Update - Now Including ARM and COHR. Both com	Return to Sender	1	last Wednesday

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