NeutralAMATApplied Materials, Inc.Applied Materials, Inc.AVGOBroadcomBroadcomNVDANVIDIANVIDIA

Today on

Nvidia: 15 times forward earnings. Broadcom: 16.9. Applied Materials: 18.9. Hyperscaler capex: doubled in a year. The chips got cheaper. The capex bill did not. https://t.co/Vw7m3VH21C https://t.co/P2Y0BM9nIb

BullishAMATApplied Materials, Inc.Applied Materials, Inc.ASMLKLACKLAKLALRCXLam ResearchLam ResearchNVDANVIDIANVIDIATSMTSMCTSMC

Yesterday on

For months, Nvidia held up while the chip suppliers halved. Then the front row gave way too: – Nvidia -24% $nvda – TSMC -27% $tsm – ASML -32% $asml – KLA and Lam -57% $klac $lrcx $amat The most liquid winners get sold last. When they go, the sellers are running out of things to sell.

BullishAMATApplied Materials, Inc.Applied Materials, Inc.000660SK hynixSK hynixASMLEWYiShares MSCI South Korea ETFiShares MSCI South Korea ETFNVDANVIDIANVIDIAQQQNasdaqNasdaqSOXLDirexion Daily Semiconductor BuDirexion Daily Semiconductor Bu

2d ago on

Semiconductors Heading into November Buying Opportunity The SOX, Nasdaq-100, KOSPI and STAR 50, plus Nvidia, ASML, Applied Materials and SK Hynix among others. $SOXX $NVDA $ASML $SKHY $AMAT Read here: https://t.co/0g1wiZ48Dh https://t.co/9uHwbGExKH https://t.co/ylYo1J1GSV

BullishAMATApplied Materials, Inc.Applied Materials, Inc.000660SK hynixSK hynixASMLNVDANVIDIANVIDIASOXLDirexion Daily Semiconductor BuDirexion Daily Semiconductor Bu

1w ago on

Semiconductors rarely look worse than just before they turn. After the vertical blow-off into June, the SOX topped with its 2-year cycle, and Korea and China tech followed it down hard. Now volatility is spiking and our November low projection has arrived. The SOX is sitting on 10’350, the 38% retracement of the entire 2025/2026 bull cycle. We look at why this correction remains a breather inside an intact bull market, then walk through the levels that matter for NVIDIA, ASML, Applied Materials and SK Hynix & Co., and why we expect a tradable, if capped, rebound into early 2027. Let’s dig in. $SOXX

AMATApplied Materials, Inc.BullishApplied Materials, Inc.000660SK hynixBullishSK hynixASMLBullishNVDANVIDIABullishNVIDIASOXLDirexion Daily Semiconductor BuBullishDirexion Daily Semiconductor BuEWYiShares MSCI South Korea ETFNeutraliShares MSCI South Korea ETFQQQNasdaqNeutralNasdaq

1w ago on

Semiconductors Heading into November Buying Opportunity The SOX, Nasdaq-100, KOSPI and STAR 50, plus Nvidia, ASML, Applied Materials and SK Hynix among others. $SOXX $NVDA $ASML $SKHY $AMAT Read here: https://t.co/0g1wiZ4GsP https://t.co/mbguGXI9ey