2Sem.·

Sivers Semiconductors

The waiting is finally over, decided to get back in on $SIVE (-8,46 %) , down almost 65% from its ATH.

Today’s price action suggests momentum shifting from semis to mag7, but I rather much being a contrarian and position myself accordingly. I don’t expect a quick turnaround, I’ll buy more if it dips. Also, continuing to add more $AAOI (-15,94 %) , planning to increase even more my stake in the company if it goes below $100. I expect them to crush earnings coming early August.

3 Commentaires

jkb92@jkb92

2Sem.

My prediction is, that you will be able to collect $AAOI around 60$. Let’s see :)

•

JKB@jkbdagun

2Sem.

@jkb92 selling my kidney if that happens. Are you in already or still waiting?

•

jkb92@jkb92

2Sem.

@jkbdagun I am not in yet, the thing is that I startet analysing stocks differently. I don’t only look at the fundamentals but also on trends and charts. The point is, that exaggerations to the up are mostly followed by some to the down. My thoughts are, that the „ordinary“ semiconductors haven’t really started their correction yet. And as optics stocks tend to move together with semiconductors I still see considerable downside. So I’m still waiting.

•