May. 1 at 11:45 AM
$OLED In similar fashion to the way
$QCOM reacted to visibility of renascent China, and East Asian demand, Universal is up despite, what looks like a kitchen sink quarter, on the very same visibility. This is, very much, a semi-like reaction. Was hoping the stock would trade off to multi-decade lows on nothing but the memory and storage motif, providing on obvious entry for the keen and patient value investor. Still plan to purchase if it does end up breaking down because it's only a matter of time ( not competition.. bizarrely) before the memory and storage market corrects, at which point, this is an easy double on US demand alone.
