Leroy Groffier(@LeroyGroffier):MURATA 6981 SEMCO 009150: Passives o/p regionally. Sea change today...perhaps the "news" that SA was to blame for July volatility cleansed our collective psychology. At any rate, positive fundamentals persist, e.g., MS with SEMCO "top pick" note last week.

Leroy Groffier

@LeroyGroffier

the action is the juice

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Leroy Groffier@LeroyGroffier

2026.08.13 05:59

MURATA 6981 SEMCO 009150: Passives o/p regionally. Sea change today...perhaps the "news" that SA was to blame for July volatility cleansed our collective psychology. At any rate, positive fundamentals persist, e.g., MS with SEMCO "top pick" note last week.

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