POPA ReconThoughts for the weekend
Thoughts for the weekend The bottom of the market has been reached, and the last semiconductor long view is still the same. However, for memory prices to rise, it seems that the shareholder return policies of the three memory companies must eventually become visible. In the US market, the rise in power/optical communications was noticeable. As gold rose significantly, gold mining stocks rose a lot. In this area, I feel like the cycle that has been seen since the beginning of this year is running similarly. I have written about interest rates, but I still think it is difficult to raise in…
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