# semiconductor earnings — X 热门讨论 (2026-09-28 07:39 UTC)
## @shiladitya4u (Shiladitya) · 09-28 06:19 · ♥47 ↻2 💬0 Some of the fancy sectors which are running at crazy valuations even when the overall market is pretty weak.
Aerospace, Semiconductor, EMS, CDMO, precision engineering etc.
I was initially looking at FY28 valuations Then I started looking at FY29 valuations, and still it is not making sense to me.
Now, some of the so-called fundamental experts or influencers who shouted valuation is very important are asking ppl to look at FY30 and FY32 of FY35 valuations.
Who the hell knows what the company's earnings will be in FY30 and beyond? even to get a reasonably accurate estimates for FY27 and FY28 is difficult.
The fact is that some institutional money is chasing these sectors currently, resulting in crazy valuations. I don't think these valuations will sustain, we don't know when suddenly some of these institutions start booking profits.
That's why I have given up looking at valuations and trying to justify them. I will play them as per momentum as long as the momentum lasts.
Always remember - Bhav Bhagwan che https://x.com/shiladitya4u/status/2104455983527571783