semiconductor
September 2026Live view →
Where the voices land
All voices 2 voices2 bearish
Bearish
- BPBen PouladianBearish Much of the good news for these chip names is already priced into the forward curve. ▶ 13:54 Token Bill Dwarfs CPU Bill | Ben Pouladian on Me… · 30 Sept
- JTJurrien TimmerBearish Timmer reads the semiconductor chart as signalling that peak earnings growth is imminent, a reason prices are meandering while investors wait for the shoe to drop. Open the post The S&P 500 Semiconductor chart suggests tha… · 16 Sept
2 bearish
Also asked
Risk 1 voice← rising · easing →1 rising
Risk rising sharply
- CBChris BerryRisk rising sharply Berry sees the loss of Japanese tungsten hexafluoride capacity as a real challenge for semiconductors. “i'm not sure it will and this is a real challenge in the semiconductor space” ▶ 19:01 Tungsten: The War Over the Metal of War · 28 Sept
Mentions
32 in September 2026Mon 31Thu 24 · 5Thu 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 7 mentions
- The Kobeissi Letter 5 mentions
- Walter Bloomberg 3 mentions
- Jack Farley 3 mentions
- Dan Nathan 3 mentions
- David Lin 3 mentions
- Ryan Hass 1 mention
- Jeffrey Currie ++ 1 mention
See what your own voices say about semiconductor, every morning.
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