Avery Schumer
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Avery Schumer in Sector Report,

Fundamentals In Semi Sector 'Shaky' Following Q3 Results

Semiconductor stocks have broadly risen quarter-to-date, outperforming the S&P.

Deutsche Bank’s Ross Seymore has a Neutral rating on the Semi sector.

Despite negative estimate revisions, semiconductor stocks have surged, taking valuations to a level that is not supported by fundamentals, Seymore commented.

What do you think on this sector?