4Mês·

SemiConductors

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


$INTC (-2,98%) is now 170%+ higher

$AMD (-2,13%) is now 130%+ higher

$TSM (-2,59%) is now 30%+ higher

$AVGO (-1,2%) is now 30%+ higher

$NVDA (-2,34%) 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 (-2,13%) 575

$TSM (-2,59%) 500

$QCOM (+2,32%) 290

$INTC (-2,98%) 175

$NVDA (-2,34%) 300

$AVGO (-1,2%) 540

$RKLB (+0,66%) 400

$ARM (+2,36%) 420

$DELL (-6,89%) 350

$HPE (-7,41%) 50

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3 Comentários

imagem de perfil
Is $RKLB a semiconductor? Asking for a friend. And what if I miss Fall, is there a Spring sale?
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imagem de perfil
@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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