10-14-2021, 08:16 AM
Ken,
If you get a dip in chips during earnings season (somebody will miss), I'd probably get that shopping done soon. I'm not suggesting you sell something you are way down in but you know how the market looks forward. Chips may peak in 2023 and the market will already be worrying about a return to normal and the next down cycle. Semis will never be completely immune from cycles. Same as most hardware.
If you get a dip in chips during earnings season (somebody will miss), I'd probably get that shopping done soon. I'm not suggesting you sell something you are way down in but you know how the market looks forward. Chips may peak in 2023 and the market will already be worrying about a return to normal and the next down cycle. Semis will never be completely immune from cycles. Same as most hardware.