Three semiconductor stocks mentioned on Twitter yesterday: CRDO, AMAT, and KLAC.
Current pre-market:
CRDO around +1.2%
AMAT around +1.7%
KLAC around +2.3%
At least based on current pre-market performance, the call yesterday on the relative strength between semiconductor equipment and high-speed interconnects looks pretty good.
This isn’t a bet that the entire semiconductor sector will rise; it’s about selecting individual stocks that can outperform the sector. That’s the Alpha/Beta framework I’ve been working with.
Pre-market liquidity is limited; ultimately, it’s the relative performance after the market opens that matters.
$CRDOB #amat $AMATB $
Current pre-market:
CRDO around +1.2%
AMAT around +1.7%
KLAC around +2.3%
At least based on current pre-market performance, the call yesterday on the relative strength between semiconductor equipment and high-speed interconnects looks pretty good.
This isn’t a bet that the entire semiconductor sector will rise; it’s about selecting individual stocks that can outperform the sector. That’s the Alpha/Beta framework I’ve been working with.
Pre-market liquidity is limited; ultimately, it’s the relative performance after the market opens that matters.
$CRDOB #amat $AMATB $