DOW Transportation is not confirming the rise in YM DIA DOW INDU.
NQ Trans is holding its own for now.
Semi (SMH) is showing immense declines in availability of Semiconductors.
Disruptions affecting EPS will come into play in Q3 EPS.
Simply look at APPL, M2 and M1X ARMs are delayed.
AMD has reached its peak EPS as well.
INTC is sourcing Via its own FABs beginning in 2023/2024.
TECH will be wrecked - Tick Tock.
Tesla, pushing Berlin / Texas ramp up as Sales go off the cliff.
NQ Trans is holding its own for now.
Semi (SMH) is showing immense declines in availability of Semiconductors.
Disruptions affecting EPS will come into play in Q3 EPS.
Simply look at APPL, M2 and M1X ARMs are delayed.
AMD has reached its peak EPS as well.
INTC is sourcing Via its own FABs beginning in 2023/2024.
TECH will be wrecked - Tick Tock.
Tesla, pushing Berlin / Texas ramp up as Sales go off the cliff.
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