@AureusMacro Semi SOXX got sold off over 10%, is it end of semi cycle for now looking to higher rates and everyone raising $ foe capex are showing some sign of top? AVGO result wasn't based at all.
@burrytracker How often he is wrong than right in short term. Question is, do you see systematic problem like surprise in 2008 and do you believe @realDonaldTrump won't act? And do you think end of Tech sector?
@InTheAssembly Excellent finding. But did you notice many of this companies are under performing XLK, SOXX, QQQ etf ytd. Wouldn't it better just buy these etf? Thanks
@JonahLupton@defisenpai What about $now, CEO is putting all effort and stock back to $129 after hours. All of sudden all software names are flying $msft, $crm, $mdb
Since March 31, $nvda from $165 to $215 = 30%, $amd from $196 to $510 = 160%, $mu from $320 to $960 = 200%. And check performance of $msft, $meta, $orcl, $amzn, $crm, $now
Year to date $msft down 13.7%, $meta 9%, $amzn up only 8.5%, why no one is asking question that how this company will finance capex in 2027, 2028, 2029 when their own business is challenging. Six out of 15 trillion dollar companies in the world are now semiconductor and 3 memory
Since March 31, 2026 through May 26, 2026 (yesterday’s close), $SOXX had:
32 positive sessions
7 negative sessions
That means about 82.1% of trading sessions closed green during this rally period. In top 15 Trillion dollar companies 6 are semiconductor in that 3 are memory.
@ripster47@TENETTRADEGROUP $mu from $92 to $912 in 1 year from $100b to $1T, technology and lead innovators like $nvda, $amd, $goog, $avgo all underperforming Micron.
@AustinsStocks@WisemanCap Since March mutiple time analysts upgraded SPX earning for 2026 from 310 to 330 around 20 point. How many more qtr capex rally will last is hard to say but for now it looks very solid.