Obigoot
10-19 22:48

Nice recovery for AI and Semis stock.

Moving forward, AI is around us and won't go away anytime soon. Everyone i know around me are either using or subscribing to one AI or another.

But there will be a day when the hype dies down...but that day is not today, not this year, not next year (before March).

Enjoy the green candles and stay safe, fellow investors. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  $Philadelphia Semiconductor Index(SOX)$  $iShares Semiconductor ETF(SOXX)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$  

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Comments

  • PorterLamb
    09:42
    PorterLamb
    H100 demand still looks tight into next Q1, so this run probably has more legs. CoWoS capacity is the bottleneck I care about most 👀
    • Obigoot: 
      totally agreed. the fear is overblown by certain you know who banks.....
  • YTGIRL
    09:42
    YTGIRL
    AI demand still looks like the anchor here, but SOX forward PE is getting hard to ignore lol
    • Obigoot: 
      currently the market is not pricing the stocks on demand...but rather ability to convert the demand to earnings. so expect slightly more blood along the way- that my take.
  • ZaneT
    11:48
    ZaneT
    Great article, would you like to share it?
    • Obigoot: 
      please feel free to do so
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