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Michael's avatar

Any specific theme behind the Star50’s outsized 8% move that you can see or was it more of a broad catchup with the other tech indices?

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Leonid Mironov's avatar

Catchup + LOTS of chatter on policy support for Semis. I am not sure what to trust so i'm not writing it up - but clearly Friday was an explosion of optimism there for spec reasons. That said I thought the Humanoid Robot incentives were made up, but Sz govt this morning saying they will go through with them... hard to know for sure until it's published.

To me Hygon is instructive here +15% on Friday +10% for the week - illustrates the point - they were all looking rather glum for most of the week.

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