Pretty bad day, down a bit more than 2%. HIMX and KLIC missed on earnings and were down 10% and 9%. I did use the weakness in HIMX to double down. KLIC is already a large position for me and they forecasted a pretty bleak upcoming quarter, so I suspect there will be better entry points.
GTAT, GNW, NUS and SBS were all down 3% plus adding to the downward pressure. RDA was my one bright spot, up over 10%. I did note that ATVI (a candidate for 11/15) was up a bit after a sluggish start.
Tonight NVDA has their earings. They look promising and the stock is up 3% after hours right now. Looks like they are increasing dividend and stock Buybacks. They do have a lot of cash. Finally, I did sell my AWRE today. I took a small loss (under 2%). I decided they would not be part of Novemebr 15th tranche and thus they really did not fit any of my strategies.
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