Brett Hodess
Brett Hodess
cell chip companies forecasts makers meet people solar
Chip makers will get what they need, but the solar cell companies will not get what they need and companies will not meet the forecasts people have for them.
capacity clearly edge entering improving industry leading orders
Flattening orders and improving leading edge capacity utilization ? the industry is clearly entering the trough.
attractive following past previous stocks
This should preclude valuations from retesting previous troughs of this year, making the stocks very attractive following the pullback of the past week.