Trying to hear what's not being said
January 30, 2025 Leave a comment
At the time of writing (mid-morning during Thursday’s trading session on Jan 30, ’25), ASML shares are only up 1.6% for the week, even after rising 10% in the past 2 days.
ASML won’t be of interest to me until the stock trades down to EUR 415.
And says alot of what I think is ahead for the semiconductor darlings.
January 30, 2025
rob@karriasset.com.au
October 17, 2024 Leave a comment
Yesterday, the ASML share price completed a reversion to its 200 week moving average.
Soon, I’ll be re-buying it.
October 17, 2024
August 5, 2024 Leave a comment
I often mention mean reversion (or convergence) in my posts.
Here is a monthly chart of the Philadelphia Semiconductor Index (SOX).
I think we’ll see it somewhere near 4,000 points.
Perhaps we’ll see ASML trade down to EUR 415 and AMD to $64.50….
August 5, 2024
by Rob Zdravevski
rob@karriasset.com.au
rob zdravevski's blog 