Anyone who’s a member of the hall of gentlemen, Exodus, knows Robert and his sublime calls on the semis. He called the top long before anyone else and he called the bottom in March, way before Cramer became impressed by some analyst finally coming to grips with a fundamental shift in the sector.
Here was Robert’s comments back during the darkest days in March.
Cramer on the Micron upgrade.
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Don’t forget old Chuck Bennett.
He was all over (MU) this and still is.
Regards
Chuck Bennett
Robert has had solid analysis and info in that space, no doubt.