$SOXX

3 theses
bullish 33%neutral 0%bearish 67%
Avg return (3m)
+27.6%
Win rate (3m)
67% (3 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 2:45 PM ET
$SOXXr/wallstreetbetsDDbearish
u/iloveaccounting64 · 150d ago4 prior · 60% at 3mo
Bear put spread on SOXX

Ultimate DD on why this is the TOP - Technical Analysis (Cumming Formation)

Author holds a semiconductor index put spread (480/400 strike) expiring July 17, betting on a pullback after Micron's 20% rally and the sector becoming overextended.

At post $569.45Now $480.35-15.7% since postedas of Oct 23, 2:45 PM ET
1d-1.1%
3d-0.2%
1w+6.1%
1m+9.7%
3m-11.3%
6m—
1y—
original post →
$SOXXr/wallstreetbetsYOLObearish
u/sarhama072 · 170d agono track record yet

Fuck Semiconductors

Semiconductor sector rotation is underway as QQQ rises while SOXX falls. The author believes semis have exhausted growth potential and gamma squeeze momentum is over, indicating downside ahead.

At post $491.80Now $480.35-2.3% since postedas of Oct 23, 2:45 PM ET
1d+5.7%
3d+5.7%
1w+7.7%
1m+9.6%
3m+7.8%
6m—
1y—
original post →
$SOXXr/ValueInvestingDiscussionbullish
u/[deleted] · 232d agono track record yet
Long SOXX

Keep an eye on semiconductors

The semiconductor industry remains in structural demand growth with few substitutes and concentrated supply leverage. Valuations have fallen to more attractive levels, creating a buying opportunity, particularly through SOXX as geopolitical uncertainty depresses near-term prices.

At post $322.95Now $480.35+48.7% since postedas of Oct 23, 2:45 PM ET
1d—
3d+4.0%
1w+2.4%
1m+5.0%
3m+86.4%
6m+55.2%
1y—
original post →

End of results.