SMH
Chris Vermeulen described SMH as having a bullish chart pattern and said a breakout in semiconductors could lift the wider indices, potentially triggering a strong FOMO-driven rally 1. David Nikoski said semiconductors had recently shown relative strength versus software after selling off since June, suggesting a rotation toward semis, while stressing that individual stocks still need careful selection 3. Keith McCullough said he had no current long or short position in SMH and was relying on a timing signal, while warning that elevated AI-related leverage could mark the beginning of the end of the rally 2.
Where the voices land
Nobody took a position in september 2026.
Mentions
3 in September 2026Stories 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
- David Lin 3 mentions
- Chris Vermeulen 1 mention
- Keith McCullough 1 mention
See what your own voices say about SMH, every morning.
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