Couple Of Obscure Semis

Managing Partner at Tim Knight Organization • Oct 10, 2024 at 2:40 AM EDT

Here are a couple of charts that I think are fabulous long-term bearish bets.

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Here are a couple of charts that I think are fabulous long-term bearish bets. Both are semiconductor-related, which to my way of thinking means that when this overheated sector (led by NVDA) begins to weaken, lower-grade stocks like these will lead the way down.

LSCC: Lattice Semiconductor

SMTC: Semtech

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I tilt to the bearish side. Slope of Hope is not, and has never been, a provider of investment advice. So I take absolutely no responsibility for the losses – – or any credit for the gains – – you may or may not make from reading this forum. Whether you lose your life savings or make a fortune is entirely up to you and your own skills/luck/fate.

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LSCC SMTC

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