Both the $SOXX and $SMH have fallen to below 13x forward earnings. The spread between Semi valuation and the S&P's P/E is ~5pts, the most since 2022. $SPX $SPY $QQQ $NVDA $MRVL $AMD $MU $NDX $TSM $SKHY
View original →Seth Golden, chief market strategist at https://t.co/BYwFFVVSea . Top Charles Schwab trading hit rate 5 years running. Managing director Golden Capital Portfolio
Cite asCryptoQuant has tracked the directional calls on MRVL by @GroupFinom on X since Jul 2026: not yet scored on MRVL (as of Nov 11, 2026).
Other assets covered (32)
7 MRVL calls on record, a thin history.
Relative view by default: fewer than 30 MRVL calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @GroupFinom to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Both the $SOXX and $SMH have fallen to below 13x forward earnings. The spread between Semi valuation and the S&P's P/E is ~5pts, the most since 2022. $SPX $SPY $QQQ $NVDA $MRVL $AMD $MU $NDX $TSM $SKHY
View original →Chart shows expectation for persistent EPS growth through 2029. Two schools of thought If mrkts believed these projections, unlikely that $SOXX would be trading today’s low P/E Peak in June price matches 2029 EPS estimate already priced-in How wrong are estimates matters? $SMH $SPX $SPY $QQQ $MU $AMD $NVDA $SKHY $INTC $NDX $SOXL $MRVL $COMPQ $MAGS
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