Entry477.04→Now521.94
Big bounce expected in SOXX Open original source
SOXX iShares Semiconductor ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Entry477.04→Now521.94
Full-port long semis on oversold 200 EMA bounce Open original source
Entry520.83→Now567.67
AI capex boom is underappreciated Open original source
Entry483.11→Now521.94
Buy SOXX, bears are just talking Open original source
Entry526.7→Now567.67
"Remains bullish on AI semis" Open original source
Entry526.77→Now567.67
AI semis upside if memory pessimism fades Open original source
Entry526.77→Now567.67
SMH over $670 by EOY 2027 Open original source
Entry526.77→Now567.67
Memory upcycle remains intact. Open original source
Entry526.77→Now567.67
Memory earnings can grow despite price fears Open original source
Entry526.77→Now567.67
Memory pullback is an entry opportunity Open original source
Entry526.77→Now567.67
Buy broad indices; add on drawdowns Open original source
Entry484.35→Now521.94
Chip weakness is timing scare; hold SOXX Open original source
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
06:40
Oct 29
Oct 29
Bloomberg Markets
Tight memory supply through 2030.
Tight memory supply should persist for three to five years, likely through 2030, because AI demand from both CPUs and GPUs is outrunning supply. HBM is in short supply, 2027 negotiations are stronger than expected, and multiyear contracts with prepayments and penalties reduce the industry's historical oversupply risk, supporting earnings upgrades for memory suppliers.
SMH
VanEck Semiconductor ETF
Long
1ST
—
—
00:41
Oct 29
Oct 29
Chesley Investment Advisory
Semiconductor index to keep rising
The Philadelphia Semiconductor Index should rise because AI infrastructure capex guidance was maintained, Google's after-hours drop is a company-specific issue rather than a semiconductor demand problem, and AI-related big-tech earnings such as SanDisk's remain solid.
SOXX
iShares Semiconductor ETF
Long
—
—
About SOXX Investor Commentary
Across the available history and selected sources, Buzzberg tracks SOXX (iShares Semiconductor ETF) across 210 sources: 1955 bullish vs 134 bearish calls from 1021 authors. Historical directional balance: 52% = 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. 3475 total trade ideas tracked. Past 7 days, before deduplication: 28 bullish, 1 bearish, 112 other directions. Latest voices: Sanjeev Rana, Choi Il-ho, au_xbt.