MELT UP ? The semiconductor stocks are hinting....

Mother of god – Lam Research is at an all-time high. Novellus is up almost $3 bucks. Bbbbbbuuuuubbbbble flashback?

I quickly pulled up AMAT and INTC – nah!

Just a strong market where good performance is rewarded and crap is crap.

This has to be the best market for traders in years. It almost makes sense – nah!

I have to check into this Lam Research (LRCX). They are doing something right.

Any insights out there? – Bueller….