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22:15
May 11
Park Se-ik CEO, ex-Chief Strategist Chesley Investment Advisory (…
Semiconductor rally sustainable, no bubble yet.
The Philadelphia Semiconductor Index (SOX) rally is justified by strong EPS growth, reasonable PEG ratios, and sustained Big Tech capex. The AI infrastructure cycle remains intact with no signs of capex slowdown, so the rally can continue until a clear trigger like Big Tech capex reduction appears. Current PEG for SOX is 0.6x, and EPS growth for 2025 is around 84.9% weighted average, supporting valuations.
^SOX
HIGH

About ^SOX Analyst Coverage

Buzzberg tracks ^SOX across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Latest voices: Park Se-ik.