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semiconductors

September 2026 · 63 voices
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Entity · sector

September 2026 · 63 of the 74 voices we track · 54 mentions

Sep 1 → Oct 1, 05:30 ET · Last update Oct 12, 04:45 ET (for the window to Aug 1, 05:30)

September 2026Live view →
Shifted: expectant → sceptical

Views on semiconductors split between a potentially durable AI-led investment boom and a crowded, vulnerable trade. Kathryn Rooney Vera saw further upside if rates hold and capex continues, while several market commentators warned that semiconductor leadership was losing momentum, hyperscaler spending faced poor returns, and a profit-taking cycle could trigger systematic selling 28101213. Longer term, Luke Gromen expected Chinese semiconductor progress to pressure the sector’s economics but ultimately leave semiconductors higher, whereas Michael Oliver said the semiconductor bubble had already burst 69.

From the window to Aug 1, 05:30 ET — this window's take is still to be written.

Where the voices land

All voices 3 voices

1 bearish2 bullish

Strongly bearish

  • JDJared DillianStrongly bearish Semis are topping; he expects the second derivative of growth to slow and the stocks to top. “it looks to me like semis healthcare and financials are topping right now” ▶ 7:57 “I’m Insanely Bullish on Bonds” | Jared Dillian … · 3 Sept

Bullish

  • Jack FarleyBullish Retail positioning in semis is among the lowest in two years and the July 27 leverage washout likely marked the bottom. “retail positioning in semiconductors is... among the lowest it's been over the past two years” ▶ 11:19 “I’m Insanely Bullish on Bonds” | Jared Dillian … · 3 Sept

Strongly bullish

  • CVChris VermeulenStrongly bullish Semiconductors (SMH) have a bullish chart pattern and would drag indices up if they break out. ▶ 17:54 ‘Panic Selling’ Today: Yields To 8%, Gold To $3,… · 28 Sept

1 bearish2 bullish

Mentions

54 in September 2026
Mon 31Thu 17 · 8Thu 1

Stories it travels in

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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

See what your own voices say about semiconductors, every morning.

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Other months

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