semis
September 2026Live view →
Where the voices land
All voices 1 voice1 cheap
Bullish
- JTJurrien TimmerBullish At a forward P/E of 20x with booming earnings, semis are not in a valuation bubble despite the price analog to 1999-2000 internet stocks. “So, at forward P/E of 20x, there is no valuation bubble as far as I can see.” Open the post As disturbing as the near-perfect price analog i… · 23 Sept
1 cheap
Mentions
10 in September 2026Mon 31Wed 30 · 1Thu 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
- Dan Nathan 4 mentions
- Warren Pies 2 mentions
- Jurrien Timmer 2 mentions
- Guy Adami 1 mention
- Gary Marcus 1 mention
- James Chanos 1 mention
- Dan Niles 1 mention
- Eric Balchunas 1 mention
See what your own voices say about semis, every morning.
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