$SMH (June 12, 2026-daily chart update) For strong stocks and ETFs, a yellow (bearish) candle isn’t scary — it’s often just a healthy pause and a great opportunity to accumulate if you have conviction. $SMH is a perfect example. I’ve been calling it a bullish ETF for nearly two years. Back then, most retail traders weren’t interested while it was still trading at much lower levels. Every time a yellow candle has appeared, it has typically taken just 3 days to a week before the next strong bullish candle followed. If you don’t own any semiconductors yet this cycle, $SMH remains one of the best ways to get exposure. Every dip and every big discount is a chance. Ignore the permabears — your portfolio will thank you later.
$SMH (June 5, 2026-daily) Since early 2024, I’ve been telling my community that $NVDA, $AMD, $TSM, and $AVGO are must-holds. If you want real success, you need to build and maintain a larger position in at least two of these names. Fast forward two years: if you’ve held through the volatility and bought the dips, you’re sitting on serious gains. Even if you don’t own individual semiconductor stocks, $SMH remains a core staple. The bullish uptrend looks unstoppable. My daily charts have delivered four clear buy/accumulation signals, and my favorite volatility hole indicator is the best guidance — a break above the upper boundary could 99% ignite the next leg higher!
Funny how that works. $SMH almost green on the day https://t.co/TXVL6SgePQ
$SMH (June 3, 2026-daily chart) My chart speaks more than a thousand words. Simple. Reliable. Highly effective buy signals — consistently proven over the past 3 years. https://t.co/0pLu6Mc2gm
I wonder who, besides @dannycheng2022 and me, recognized the incredible opportunity in Semis $SMH in early April. Since then, the ETF has surged 50%. Most were trusting the fake gurus back then who forecasted $SPX to drop below 6,000. I feel a little sorry for them, but the harsh truth is that most of them will never learn and thus keep on losing forever. The stock market is simply not for everyone.
Leopold released his 13F and uhh... WHAT IS THIS? Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML Bro turned into Michael Burry However, the fact that he was in these positions on March 31st means that the following rally over the next six weeks absolutely obliterated him. What is happening to Leopold (or what does he think is happening to us)?
$SMH (May 16, 2026-daily chart update) https://t.co/LCFYtQiRJC
$SMH (May 15, 2026-daily chart) Trend is always your best friend. Never bet against it! https://t.co/sHlkY5A8tV
RT @dannycheng2022: Semiconductor Forward P/E (as of May 10, 2026): $NVDA: 26.0x $AMD: 53.0x $TSM: 26.3x $AVGO: 38.0x $SMCI: 11.3x $ON: 33.2x $ASML: 39.0x $SMH (semis ETF) ~33-38x weighted avg. $SOXL is leveraged — no standard P/E. I own the first three — $NVDA, $AMD, and $TSM — and they make up the largest portion of my portfolios. I’ll continue holding and adding more if whales offer bigger discounts. How about you?
$SMH (May 14, 2026-daily chart update) The uptrend is accelerating as the semiconductor sector gains momentum. Let’s see if $SMH can survive the latest volatility hole, break out from the upper boundary to trigger another strong rally. https://t.co/zmS8sZU9mh
Semiconductor Forward P/E (as of May 10, 2026): $NVDA: 26.0x $AMD: 53.0x $TSM: 26.3x $AVGO: 38.0x $SMCI: 11.3x $ON: 33.2x $ASML: 39.0x $SMH (semis ETF) ~33-38x weighted avg. $SOXL is leveraged — no standard P/E. I own the first three — $NVDA, $AMD, and $TSM — and they make up the largest portion of my portfolios. I’ll continue holding and adding more if whales offer bigger discounts. How about you?
RT @charaninvests: $CBRS IPO this week and I think it goes nuclear Cerebras built what nobody thought was possible. One chip. An entire silicon wafer. No stitching together hundreds of GPUs, no bottlenecks, no bs. Up to 15x faster inference than Nvidia’s best. Groq has been getting all the hype for fast inference. Cerebras makes Groq look slow. OpenAI just signed a $20B deal with them -> $510M in revenue last year -> every major tech company on the planet is trying to find an alternative to Nvidia and this is the only thing that actually delivers. “Cerebras is the first architecture in decades that actually challenges the GPU at its own game” -> Dylan Patel, SemiAnalysis They are IPOing at the perfect time. Just look at $SMH. AI infra spend is going vertical. The window is open right now. IPO range $115-125. I expect it opens above $170. Already trading above $250 on Hyperliquid. Fills will probably be shit given how oversubscribed (~20x) the IPO is - I am watching $WYFI and $VICR as sympathy plays
$CBRS IPO this week and I think it goes nuclear Cerebras built what nobody thought was possible. One chip. An entire silicon wafer. No stitching together hundreds of GPUs, no bottlenecks, no bs. Up to 15x faster inference than Nvidia’s best. Groq has been getting all the hype for fast inference. Cerebras makes Groq look slow. OpenAI just signed a $20B deal with them -> $510M in revenue last year -> every major tech company on the planet is trying to find an alternative to Nvidia and this is the only thing that actually delivers. “Cerebras is the first architecture in decades that actually challenges the GPU at its own game” -> Dylan Patel, SemiAnalysis They are IPOing at the perfect time. Just look at $SMH. AI infra spend is going vertical. The window is open right now. IPO range $115-125. I expect it opens above $170. Already trading above $250 on Hyperliquid. Fills will probably be shit given how oversubscribed (~20x) the IPO is - I am watching $WYFI and $VICR as sympathy plays
$SMH (May 1, 2026-monthly chart) How to identify the bullish (buy) signals? If you know how to read my charts, the buy signals are actually very straightforward and have proven highly accurate in hindsight. I mainly rely on these three reliable signals: (1) Upper Volatility Hole Breakout — When the price surpasses the upper boundary of the volatility hole (which I highlight in my posts), supported by a steady increase in whale accumulation. (2) Momentum Bar Breakout — When the momentum bars are about to be cleared or have just been surpassed. (3) Bullish Red Candles — The formation of strong bullish red candles.