^SOX 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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07:00
Aug 02
Aug 02
Buy semiconductors on 30% drawdown.
The Philadelphia Semiconductor Index (SOX) dropped nearly 30% from its peak, historically a strong buying opportunity. After the deep drawdown, the index has started to recover. The AI cycle remains early and a harsh winter did not materialize. Advises staggered buying (분할 매수) into the semiconductor sector on such 30% corrections.
MED
22:15
May 11
May 11
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.
HIGH
07:00
Jan 12
Jan 12
AI semiconductor uptrend remains intact.
Foreign selling in Samsung Electronics and SK hynix is not a reason to worry because Micron, Intel, Nvidia, and the PHLX Semiconductor Index remain strong, and Samsung/SK hynix are holding uptrends without giving up price levels. The AI hardware cycle is intact, and selling from large caps can spill over to smaller names.
HIGH
About ^SOX Investor Commentary
Across the available history and selected sources, Buzzberg tracks ^SOX across 2 sources: 3 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 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. 3 total trade ideas tracked. Latest voices: Park Se-ik, Lee Chang-dae.