04-27-2022, 01:59 AM
(This post was last modified: 04-27-2022, 02:05 AM by crimsonghost747.)
We hide in any sort of a quality fairly valued dividend growth stocks that are not tech. My portfolio has been going up this year. (very little tech exposure, a lot of defense exposure).
Haven't read the TXN report yet, but from what I know of things in the industry, chips are indeed still just as great. Now the report might change my mind, but there is still nothing wrong with their business. I was just talking to an electronical engineer yesterday about this and he was saying how anything he orders to be put into his products are still coming with a 20+ day delivery schedule. (the situation pre-semiconductor shortage was 2-3 days) Every single item coming out of the production lines is already sold before production even starts.
Stock price performance in the extremely short term has very little to do with the actual business operations and more to do with everything else.
Haven't read the TXN report yet, but from what I know of things in the industry, chips are indeed still just as great. Now the report might change my mind, but there is still nothing wrong with their business. I was just talking to an electronical engineer yesterday about this and he was saying how anything he orders to be put into his products are still coming with a 20+ day delivery schedule. (the situation pre-semiconductor shortage was 2-3 days) Every single item coming out of the production lines is already sold before production even starts.
Stock price performance in the extremely short term has very little to do with the actual business operations and more to do with everything else.