+5%

SOXX in Story 2024

"Share Price Adjustment: Prior to the split, SOXX closed at $673.06 on March 5, 2024 (trading went into "close only" mode on March 6). When split-adjusted trading resumed on March 7, 2024, the share price adjusted downward to the low-$230s range (opening at $232.79). "

• 2026 | $SOXX (-2,3%) performance with 52 week in :

52-Week High 655.95 (-11.95%)

52-Week Low 260.44 (+121.76%)

• 2026 | $SMH (-2%) performance with 52 week in :

52-Week High 671.83 (-7.43%)

52-Week Low 315.05 (+97.41%)

■ $SOXX (-2,3%) get prices near 600 on market position and same at the time with prices around 600 makes fast time to get back high level after split stock on march 2024.

■ Should be back makes split stock | from what ?

I recently discovered $TMGT (-1,57%) and I’m actually pretty excited about it :) I just opened a position

It gives exposure to some of the more interesting corners of tech: AI, cybersecurity, robotics, space, quantum, data centers, semiconductors and more, basically a basket of sectors that are excited but probably will overcomplicate your portfolio if you try to expose yourself to each.

What really caught my attention are the holdings: $NBIS (-4,75%)
$MRVL (-3,14%)
$AMD (-1,8%)
$MU (-3,66%)
$PANW (-3,09%)
$CRWD (-3,86%)

$S (-1,45%)
$EQIX (+0,61%)
$DLR (+1,29%)
$IREN (+0,06%)
$VRT (-0,73%)
$IONQ (-8,4%) and many other smaller/niche companies with a lot of potential and barelly or really small existed in other ETFs and the big names doesn't dominate it. Also it has China and tiny bit small caps.

It also helped me finally get rid of my individual stock positions. A lot of the companies I was looking at for extra upside simply weren’t in my Nasdaq 100 or World Momentum ETFs, but many of them are here.

So instead of trying to guess which one will outperform, I can own the whole basket.

For me it’s a small aggressive satellite position, not a core ETF.

One small correction for Getquin: the TER is 0.50%, not what is currently shown here.

The fund is still pretty small, so hopefully more people discover it.

There is also $ITEP (-1,04%) but i like the exposure of $TMGT (-1,57%) better also it doesn't perform good when you conpare to $TMGT.

It has also more global thematic brother $WMGT (-1,65%) which is performing really good since the inception.

What do you guys think about $TMGT (-1,57%)
? Would you add something like this alongside Nasdaq/Momentum, or is it too thematic for you?

$TMGT (-1,57%)
$XNAS (-0,38%)
$EQQQ (-0,37%)
$CSNDX (-0,38%)
$XDEM (-0,74%)
$IS3R (-0,67%)
$SMH (-2%)
$INTL (-1,84%)
$WAGI (-2,28%)
$ITEP (-1,04%)
$SEMI (-2,05%)
$XAIX (-0,47%)
$AINF (-1,31%)
$EXXT (-0,37%)
$EQAC (-0,37%)
$QNTM (-2,09%)
$WQTM (-2,69%)
$QOMP (-1,47%)
$CHPX
$JEDI (-1,43%)

📉 Semiconductor stocks extended losses: AMD -5%, Teradyne -4%, Micron -2%. The VanEck Semiconductor ETF (SMH) added to Friday's drop even as it bounced off session lows.

$AMD (-1,8%)
$TER (-4,13%)
$MU (-3,66%)
$SMH (-2%)
$NVDA (-1,07%)

#Semiconductors
#AIStocks

📉 A gauge of chipmakers sank 4.3% and the Nasdaq 100 fell over 1%, even as most of the S&P 500 rose and oil retreated from $100, pointing to a rotation out of AI-linked names.

$SMH (-2%)
$QQQ (-0,31%)

#Semiconductors
#AI
#WallStreet

📉 Chip stocks tumble into a bear market, worst week since April 2025, as investors question if the AI spending boom can keep justifying valuations. Moonshot's AI breakthrough added fuel to the fire.

$SMH (-2%)
$NVDA (-1,07%)
$AMD (-1,8%)
$AVGO (-1,7%)
#Semiconductors
#AI
#StockMarket

U.S. AI and chips ETFs, such as $SMH (-2%) and $SOXX (-2,3%) , just recorded the biggest weekly inflow in their history.

During the week of June 12, around $4.7 billion flowed into these two ETFs alone. To understand how big this is, the chart shows that nothing like this has happened since 2012.

In simple terms, investors are not just buying individual names like $NVDA (-1,07%) , $AMD (-1,8%) , or $AVGO (-1,7%) . They are putting massive amounts of money into the entire chips sector, meaning the companies behind the AI boom.

The reason is clear. AI remains the strongest story in the market, and chips are the heart of this growth. Without chips, there are no data centers, AI models, cloud infrastructure, or the huge demand we are seeing today.

But this has two sides.

On one hand, it shows that the sector still has huge momentum and continues to attract capital. On the other hand, when this much money flows into one sector so quickly, short-term risk usually increases as well.

This does not mean that AI and chips stocks are done or that we should avoid them. It simply means we should not blindly chase everything that has already moved a lot.

Personally, I still strongly believe in AI and chips long term. But in phases like this, discipline matters. We need patience, good entry prices, and no FOMO.