Creator sentiment
4 creators · 4 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Semiconductor momentum is reviving after being a 'dead trade' last week, up ~9–10% from lows.
- +Risk-reward has been incredibly strong at these levels; sell-off may be over though nobody can be certain.
- +Semiconductor forward PE of ~16 is the lowest in history and trailing PE ~28 matches 2022 bear market bottom, suggesting deep undervaluation.
- +Mean reversion toward historical average PE (~38 trailing, ~26 forward) implies significant upside.
- +High fear and bearish social media sentiment near lows are contrarian buy signals; RSI ~34 shows oversold conditions.
- +Top holdings like NVDA, TSM, AMD are at lower Bollinger bands, and Mag7 capex on AI infrastructure keeps growing.
The bear case
- −Price is pushing into the institutional sell zone; not a buy zone.
- −High chance of redistributing back down to smart money; ideal buy zone at 420.
- −SMH is down 3.39% pre-market and nearly 7% this week, showing a massive divergence from the S&P 500.
- −Semis could fall another 20-30% from here, but the broader market would be fine as funds rotate to big tech.
What StockTubers recently said
📹 🚨 [I'M DOING THIS TOMORROW!] Urgent MESSAGE for ALL Investors!! GET READY for CPI! #spy #qqq
Semiconductor momentum is reviving after being a 'dead trade' last week, up ~9–10% from lows. · Risk-reward has been incredibly strong at these levels; sell-off may be over though nobody can be certain.
📹 End of Week Recap - Tech Correction
Price is pushing into the institutional sell zone; not a buy zone. · High chance of redistributing back down to smart money; ideal buy zone at 420.
📹 CAPEX GROWTH ISSUES, SEMIS CONTINUE TO GET HIT, CELSIUS EARNINGS | MARKET OPEN
SMH is down 3.39% pre-market and nearly 7% this week, showing a massive divergence from the S&P 500. · Semis could fall another 20-30% from here, but the broader market would be fine as funds rotate to big tech.
