Electronics/Semis strengthened this week. TTMI, MPWR, AMSC, INTC, FARO, AMD >=+15%, 4 strengthening sub-industries, 1 week 74% positive stocks (vs. 16% 3 months).
Full details at downloadable file linked below.
SMO Electronics 2023-11-02 FinalSMO Electronics 2023-11-02 Final.pdf2 MBdownload-circle
What are you seeing here and why do you