In these crazy markets, there are only two stocks that I can really give "two thumbs up": SUNH and UCTT.
SUNH should pop soon as the institutions will be moving into low-beta and non-cyclical industries to be safe from a weakening economy and stock market.
UCTT should pop soon because Intel got upgraded last week, AMD upgraded this week, and the SMH (semi-conductor holders) hit a 52 wk high this week. This is all really good news for UCTT and I think it is coiling like a spring right now and getting ready to pop.
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