SOXX

Vamos falar de um ETF, que é o ETF Sox... O ETF Sox SOXX

the semiconductor stocks are gonna are gonna correct

If you look at SMH or socks, it's down way more than that. And so, I think we have corrected a lot of that. ... 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.

if someone missed uh the DRAM trade or the semi-rade and and now they can buy it or even Korean they can buy it 20% cheaper you know that's the entry point

refreshed his puts against the iShares Semiconductor ETF with strike prices in the mid-400s expiring in March 2027

If you have exposure here, if I were you, I'd be selling them now and taking my money.

buy chip stocks

Yes, you can invest in SMH or SOXX.

I personally am actually hedged with a semiconductor short because I do think that semis might have a little more room to fall.

if we can close above the blue line here on the closing basis, I think you will see hot money crowd or into these stocks quickly

Fundamentally, I do still believe in the mobile semi trade.

BUY SEMICONDUCTORS, RIGHT?

I would short the semiconductor stocks and all the other stuff in the food chain.

we look at the high quality semiconductors out of all of the the industry about 12 or 15 companies. We would say they're overvalued on average and their projected downside uh in just a typical 20 25% bare market for the index would be 40% downside for the semiconductors from today's prices. And for us, when we're looking to invest in a new stock in our stock portfolio, we want that projected downside to be 20% or less. And so to have something with that much downside, we just don't have much interest in that area unless you saw a really significant drop and a change in in conditions in that industry.

I AM LOOKING FOR A CORRECTION IN SEMIS, BUT I WOULD BE A BUYER ON THAT CORRECTION.

WE PREFER FIRST SEMI EQUIPMENT.

I'm going to buy the dips. All semiconductors, AI chips and then I'm going to just keep those.