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Nic Michels
@19BSR2
I buy income producing assets.
Kenmore Square, Boston
Joined August 2024
54Following
33Followers
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Nic Michels Retweeted
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Matt Cerminaro@mattcerminaro 路 Jul 16
Semis are ripping. And the fundamentals support it. On 6/18/2024: - Semis Forward PE: 35.4x - Weight in S&P 500: 12.6% Today: - Semis Forward PE: 30.5x - Weight in S&P 500: 12.9% (an ATH) Valuation 馃搲 Weighting 馃搱 Healthy? Yes.
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