Commentary

4/20/21 – The Homestretch; Semis and Tech

DQ was the worst E&M performer but now it’s moving up contra to the other guys. Tech recent performance was never looking all that good outside of the semis. For example:

XRX has a bad fundamental score, but was acting OK. VNET was real weak going into today and not looking better. SABR looks like the real disaster. IBM getting way too much credit for close to respectable earnings. MAXR seems to have issues.

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