russellclark
russellclark
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russellclark

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Macro
Commodity
Forex

Hedge fund manager - specialising in macro trends and short selling

266Posts
113Comments
13%Best ROI
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Joined on 18th December 2025

russellclark
Feb 10, 2026Public Post
Should I add to the wafer trade? Its a good question. Having looked at the wafer stocks, and read various analyst reports, there is no good third party metric to look at to signal now is the time to buy. We are only left with stocks. Today, SUMCO broke to new cycle highs, while WAF GY and GlobalWafers are also looking perky. From an investing point of view, its now when silicon wafer prices rise thats important - it is when the market begins to price in a future rise that is important. And that may be happening. The big tell is if SUMCO and WAF GY can trade up on a down day in the market.
Should I add to the wafer trade? Its a good question. Having looked at the wafer stocks, and read various analyst reports, there is no good third party metric to look at to signal now is the time to buy. We are only left with stocks. Today, SUMCO broke to new cycle highs, while WAF GY and GlobalWafers are also looking perky. From an investing point of view, its now when silicon wafer prices rise thats important - it is when the market begins to price in a future rise that is important. And that may be happening. The big tell is if SUMCO and WAF GY can trade up on a down day in the market.Should I add to the wafer trade? Its a good question. Having looked at the wafer stocks, and read various analyst reports, there is no good third party metric to look at to signal now is the time to buy. We are only left with stocks. Today, SUMCO broke to new cycle highs, while WAF GY and GlobalWafers are also looking perky. From an investing point of view, its now when silicon wafer prices rise thats important - it is when the market begins to price in a future rise that is important. And that may be happening. The big tell is if SUMCO and WAF GY can trade up on a down day in the market.Should I add to the wafer trade? Its a good question. Having looked at the wafer stocks, and read various analyst reports, there is no good third party metric to look at to signal now is the time to buy. We are only left with stocks. Today, SUMCO broke to new cycle highs, while WAF GY and GlobalWafers are also looking perky. From an investing point of view, its now when silicon wafer prices rise thats important - it is when the market begins to price in a future rise that is important. And that may be happening. The big tell is if SUMCO and WAF GY can trade up on a down day in the market.