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doubt it will go that low unless Trump's Recession pick up pace by 2nd half of the year. Let's not forget that he is working hard towards getting the interest rate cut. He has failed to get US Fed to cut interest rate in May and he will push hard again in June.
go slow should be fine :) short term could be volatile but MPI has the capacity, strong net cash position (more than 900mil), and a diversified portfolio (~30% automotive, 40% industrial and AI, 20% consumer electronics / advanced packaging).
q3fy25 around the corner. Did not see any uptick in Inari's revenue prior to the liberation day tariffs. expecting MPI's q1fy26 margins hit due to higher electricity tariffs coupled with reciprocal tariffs for US segment.
volatile months ahead if your decision is based on the 3 main exchanges in US or the popular indices of US stock markets, Kevin. At least for the next 3 months until August due to on-going tariffs discussion, interest rate cut decisions 2nd half of the year and the current tax cut bill. The Trump Recession has cooled down a bit and if it pick up pace again after Aug, then, there will be cheap panic tickets again :)
