Aug. 14 at 3:59 PM
$KLAC After earning reported, KLAC dipped below 180 because the small beat. WS worked to revised earnings up and the stocks recovered.
$ASML LRCX had big beat and up substantially. Same stories here for AMAT and
$AMD. It is way too early to say semi stock is in down cycle. You may make changes on
$SOXS but it will not be any major correction as you would expect.
$NVDA AVGO earnings are coming up.