SMH

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I do obviously like a buy on chips at the 100 day moving average.

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I bought QQQ and I bought SMH as well.

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I'm confident investors who buy the dip in semiconductor stocks going to be rewarded.

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So, any weakness in the semiconductor stocks, memory names, or even the equipment makers can be confidently bought.

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WE SELL RALLIES IN SEMICONDUCTORS

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which is going to continue the toned of investing in the memory and chip names in my opinion.

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I ALWAYS LOVE AS MH AND IT IS PULLING BACK, BUT I LIKE TO BUY THE BREAKOUTS ABOVE THE DAILY CHARTS OF I'M LOOKING FOR THE STRONGEST ONES

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I think you can probably play semis to to get back another 10%.

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very comfortable with the chip trade because when you look at how these companies are performing uh they can't keep chips on the shelves and their earnings are proving it quarter after quarter. So if you see any correction in chips I think you have to go ahead and dollar cost average in because uh this is a long story. Um AI is proven in companies across the board that are going to be using this and and chips are how you're going to get there. So, I'd stay in this trade and continue to dollar cost average in

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I'm starting to wade into some of the infrastructure names and going, okay, maybe it's time to start putting my toe back in the water here

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THE LATEST SHIFT IS ONE OR CONTINUED AWAY FROM SOME OF THE PRIOR LEADERS, LIKE THE LIKE THE SEMIS.

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you sell those and buy the hyperscalers

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sell hyperscalers to buy the chip stocks

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sell software stocks to buy chip stocks

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I think this will be perceived as a good buying opportunity.

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then you have to buy the semiconductor stocks right now.

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SMH for semiconductors

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SMH AR TY or AIQ for AI

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Had you taken this strategy just 5 years ago and bought into SMH, which is the semiconductor ETF, just 5 years later today, you'd be up over 350%.

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So, I do like SMH and I do like DTCR.

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your buy area on this SMH you say around 500 could be a good entry point.

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good buying opportunity

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be a buyer of those dips

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had us pivot down our semi-exposure in the middle of June

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If you don't get no other one, please get this one. Okay? Ticker symbol SMH. This ain't shaking my head. This is the VanX Semiconductor ETF. ... if I had to pick three and only three, this would be one of them ones. That's how high I am on the importance of having SMH as part of your mix and as part of your wealth building journey. Okay, this is one that you need.

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Then you got SMH. I want everybody to have that ETF.

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Ticker symbol SMH. This ain't shaking my head. This is the VanX Semiconductor ETF. This one on the pricier side. Okay. Currently sitting at 566.98. Okay. It took a dive on today, meaning a sale. We love when stocks go on sale. And so I need you to understand when there's blood in the streets, it's time to eat. ... If you don't get no other one, please get this one. Okay?

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I need everybody to have that ETF. SMH.

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some of those ETFs would include SMH. Guys, write this down. SMH, QQQ, Drum. I call it DJ Drama, but DRAM, tick, ticker symbol D R A M. These are some great ETFs.

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se você tiver conta no exterior, é melhor você investir direto no ETF da Vianica, não nesse da Invest, que esse aqui a única coisa que ele faz é ganhar 0,30% para comprar cota do SMH, nada além disso, tá?

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I would hold the position and use broad industry pullbacks to accumulate rather than attempting to pick one winning company.

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For investors seeking diversified exposure to rising GPU, memory, and chip manufacturing demand, SMH offers the most balanced way to participate in the AI infrastructure boom.

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Number five on the list is Vanex Semiconductor ETF, ticker symbol SMH... It provides a partial diversified way to invest in the semiconductor industry's long-term expansion.

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The third opportunity is not an individual company. It is the VanEck Semiconductor ETF, ticker symbol SMH.

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part of a diversified tech portfolio should include semiconductor companies, but also the actual end market companies as well. Not just software, but also companies that include software and infrastructure and other services like the hyperscalers.

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it actually provides a very good opportunity to buy into the sector

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WITH THIS BE A BUY THE DIP SITUATION AS FAR AS THE U.S. CHIP IF AND WHEN WE GET THAT SORT OF REACTION? STEFAN: I THINK SO.

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We like it. We like semis, we like hardware, and the on a multitude -- multiyear basis, these are good position but we need to bear in mind that the super cycle in China's equity space is highly correlated with the global AI super cycle. ... For the longer-term basis, for example for GPU and chips come we think the fundamentals are extremely strong.

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I think you can probably play semis to to get back another 10% and that that's for traders out there.

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I think semis can get back into gear during earning season and uh reverse really this momentum rotation we've been playing uh since really like mid-June.

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I think you're going to continue to sell rallies in this space.

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one or continued away from some of the prior leaders like the like the semis.

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everybody was pretty much buying either SMH or Nvidia stock

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So, we would be buying any of those dips.

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I do have a short position on this.

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I did reenter SMH this morning and I've got a fairly tight stop on this. ... I've gone ahead and entered a small trade here in SMH on the short side once again with that price gap as a stop.

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I've re-entered an SMH January put position on SMH and I've also shorted small SMH position with a stop loss right there, 592

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Vou colocar SMH aqui para diversificar um pouco do setor de semicondutores no momento atual.

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SMH is still in a downward channel. No on that one.

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That's why it's my highest conviction growth holding here.

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If we rally up and get stuck below the five and then break below this anchor for instance, I would probably look to short there for at least, you know, a short-term trade, maybe even down towards that year-to- date anchor.

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I don't think it makes a lot of sense to be investing in hyperscalers or AI stocks at this point.

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I’d be selling into the semiconductors.

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if we got a buy mark buy signal in the stock market, I'm going to go buy semiconductors because they all pretty much move together.

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you know, I I would say that, you know, we are parabolically extended. We we had close to 90% move above the 200 day. The only other period in history that topped that was the dotcom bubble and it was 9%. Today we're we hit 22%. You know, if you're playing probabilities and you have that information, you know, I I would say that it's time to, you know, step outside the bounds and not have 22 or 26% in semis, especially when there's other sectors that are showing bottoming characteristics in terms of relative strength.

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We're short semiconductors, we're short the NDX and we're short the OEX.

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So I am long the semis right here from today's down gap and I'm looking for upside.

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I actually started to go long some of the semis just for a bounce over the next week or so because they've corrected so much

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I like what I'm seeing in the charts out of whether it's socks or SMH or AIS or individual names like Marll or Qualcomm I like what I'm seeing I'm seeing technical evidence to suggest that the financial reality is making a rebound to match the fundamental reality, which gives me confidence in saying that these are rebounds that you want to be buying and that the AI trade is coming back to life.

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The best way to capture that is going to be the SMH or the SOX ETF, uh the the semiconductor ETFs.

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This just again, this feels like a really good buy zone. It feels like we came down to the bottoming level. We're holding the bottoming level. We're holding the technical uptrend. We got good news on the horizon. We've got good news right now, too. And this is all feels like a great time to be buying. I think we're in the buy zone. I think this is the buy window. I think this is when you want to be buying AI infrastructure stocks.

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the pattern is buy when those semi stocks are down 10 to 15%.

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I think this is kind of a good place to be accumulating these AI infrastructure stocks.

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this is a great buying opportunity in AI infrastructure stocks.

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maybe you don't want to over complicate it and you just want to invest into an ETF that is focused on semiconductors that is where SMH comes in not SOXL this one's triple leverage so volatility is much greater with this but SMH again the reward also maybe might not be as dramatic or as significant but normally neither is the loss right so 14 to 15% still incredibly attractive.

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I still have a core position short the SPY and the semiconductors as well

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I view it as a buying opportunity.

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There may still be more downside in semiconductors as well.