5Mo·

SemiConductors

Since February we've seen numbers we've never seen before on Semiconductor leaders


$INTC (-6,05 %) is now 170%+ higher

$AMD (-3,17 %) is now 130%+ higher

$TSM (-1,52 %) is now 30%+ higher

$AVGO (-1,14 %) is now 30%+ higher

$NVDA (-1,74 %) is now 17%+ higher


Now we're seeing a massive rotation into the broader Semiconductor category like $DELL $ARM $ALAB $QCOM $INTC that are vacuuming all the momentum


I expect to see Semiconductor to lead much higher. Here are my Fall targets


$AMD (-3,17 %) 575

$TSM (-1,52 %) 500

$QCOM (-0,85 %) 290

$INTC (-6,05 %) 175

$NVDA (-1,74 %) 300

$AVGO (-1,14 %) 540

$RKLB (-3,23 %) 400

$ARM (-1,89 %) 420

$DELL (-5,21 %) 350

$HPE (-2,79 %) 50

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3 Commentaires

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Is $RKLB a semiconductor? Asking for a friend. And what if I miss Fall, is there a Spring sale?
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@Yoshika Haha, good question!

$RKLB is not a semiconductor, it’s a space/rocket company. I included it because it’s been moving strong with the broader tech momentum. And yes, if you miss the “Fall” move, there will always be a Spring sale 😂

Just stay patient and wait for clean setups.
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Definitely bubble.
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