SEMICONDUCTORS Semiconductors and memory chips (theme) Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
07:30
Oct 20
Oct 20
815 Money Talk
AI memory mix cuts 2018 crash risk
He views semiconductors positively because AI data-center spending is driving demand and the memory cycle is structurally different from 2018: servers plus HBM are now roughly half or more of DRAM shipments, versus a 70% PC/smartphone mix then, so a 2018-style collapse is unlikely as long as AI monetizes. Current earnings and asset value remain meaningful support even in drawdowns.
SEMICONDUCTORS
Semiconductors and memory chips (theme)
Long
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19:23
Oct 19
Oct 19
Wealthion
AI buildout still has room to run.
She thinks the AI buildout still has room to run: it is early-to-mid innings, business AI spending keeps rising, and semiconductors remain a major bottleneck with highly profitable suppliers. She acknowledges valid risks from hyperscaler lease obligations, vendor financing, GPU depreciation and eventual drawdowns in overvalued AI models, but does not see an immediate systemic subprime-style collapse.
SEMICONDUCTORS
Semiconductors and memory chips (theme)
Long
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17:33
Oct 19
Oct 19
CNBC
Semis should revive after sideways phase.
He expects the semiconductor complex to spend about six months going sideways and then revive. He is encouraged, not worried, by hedge funds reducing the crowded semiconductor trade: mid-October is seasonally weak while November-December is strong, and rotation into defensive mega-cap tech could create a better year-end positioning setup. He also argues this semiconductor cycle is longer than a year.
SEMICONDUCTORS
Semiconductors and memory chips (theme)
Long
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About SEMICONDUCTORS Investor Commentary
Across the available history and selected sources, Buzzberg tracks SEMICONDUCTORS (Semiconductors and memory chips (theme)) across 19 sources: 21 bullish vs 1 bearish calls from 45 authors. Historical directional balance: 39% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 51 total trade ideas tracked. Past 7 days, before deduplication: 19 bullish, 1 bearish, 22 other directions. Latest voices: Noh Geun-chang, Lyn Alden, Joe Terranova.