SOXX iShares Semiconductor ETF Loading... SMH : Investor Sentiment and Bull/Bear Views

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Top Calls

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
22:44
Oct 20
Semis face Q1 capex-multiple compression
Sees peak capex growth possibly hitting semis in Q1 Jan/Feb, with the market reapplying cyclical attributes and big P/E multiple compression; remains confident on broader AI trades.
SMH VanEck Semiconductor ETF Avoid — —
21:42
Oct 20
The Compound News
Tech and AI data centers rally
Anthropic's huge guaranteed cloud and GPU spending commitments and SpaceX's data-center execution support AI infrastructure demand. Brown argues AI usage demand is not slowing, and if SpaceX holds up and Anthropic can go public and fund its commitments, tech and related data-center sectors should rally into year-end.
SMH VanEck Semiconductor ETF Long — —
14:07
Oct 20
r/stocks
SOXX about to turn green
The author states their SOXX position is about to turn green, implying a bullish view on semiconductors within the broader bottom-is-in thesis tied to falling crude, DXY and 10-year yields. No specific risk is named.
SOXX iShares Semiconductor ETF Long 1ST Position: Holding —
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About SOXX Investor Commentary

Across the available history and selected sources, Buzzberg tracks SOXX (iShares Semiconductor ETF) across 199 sources: 1907 bullish vs 124 bearish calls from 984 authors. Historical directional balance: 55% = 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. 3253 total trade ideas tracked. Past 7 days, before deduplication: 31 bullish, 5 bearish, 103 other directions. Latest voices: Labubu Trader, Josh Brown, u/autumnbreeznleaves.