SOXX
iShares Semiconductor ETF
Mentions (24Hr)
-100.00% Today
Reddit Posts
12 Stocks to Hold in 2024 to Beat QQQ, SPY and SMH (or SOXX)
Puts as a hedge against my bullish portfolio. Ok strategy?
To option or not to option, that is the question
Michael Burry lost big in SOXX Semi conductor bet.
Is there any way to create my own custom ETF, does any platform supports it?
Few thousand in cash saved up. Invest it all at once or spread it out?
I expect a mini run to a decent run. But then
Thinking of swapping a mutual fund for its ETF equivalent (in IRA), lower fees, better long term return
Powell did exactly as i thought yesterday which makes me even more bullish now
Semiconductor Sector and profitable Large Caps is where i would be putting my money
Buying 10 stocks in one industry verse investing in an ETF?
Nancy Pelosi’s husband buys millions in computer-chip stocks before big subsidy vote
Russia, Ukrain, semiconductors, oil, where do we all put our funds
Is borrowing money to invest right now a good idea?
BIOTECH beat SEMICONDUCTORS by 10% today! I won't say semiconductors are overbought because they have a great future... but biotech is oversold... Here is a daily chart of LABU(3x XBI) crushing SOXL(3x SOXX) today.
Does everyone have the same opinion on when to sell their semiconductor stocks/etfs?
Is it time for us to sell my semiconductor stocks NVDA, TSM?
$ICHR Holdings, Ltd. How Innovative Acquisitions Created an Industry Leader
Did I miss the boat on Semi Conductor ETFs?
Do you think the semiconductor stocks (and ETFs) already have everything priced in?
New to investing so i would love to hear your feedback on my portfolio!
Is the semiconductor/processor industry (NVDA, AMD, TSM, QCOM) a no-brainer investment for a 10+ yr time frame?
Which broker can I use in Europe to invest in an ETF composed of several IC and AI companies?
Semiconductor stocks and ETFs a good longterm investment despite massive gains the past few years?
SOXQ - New Invesco Semiconductor ETF with 0% Fees until December
Stockmarket Rally off the lows!(actionable) 2021 Covering 30 stocks their key levels and actionable points. all in alphabetical order $PLBY $NVAX $MUDS etc etc As well as covering the the indexes $QQQ $SPY $IWM $SOXX
Today is the first time in my life I opened a Fidelity Stock trading account. Posting here for luck. :)
Today is the first time in my life I opened a Fidelity Stock trading account. Posting here for luck. :)
QQQ vs owning something like AAPL, AMZN, GOOG, and MFST
Mentions
We have between 30 to 40 trading days before the overvaluation of semiconductor stocks cause a market crash in the NASDAQ. The rate of increase on these names is not justified. This same rate of increase happened a year before the market crash of the NASDAQ in 2000. These are the stocks in the SOXX. Expected crash date is 4/19/26. Here is a detailed breakdown that reflects the facts .. [https://marketchameleon.com/Overview/SOXX/ETF-Financial-Ratios/](https://marketchameleon.com/Overview/SOXX/ETF-Financial-Ratios/) [](https://preview.redd.it/which-semiconductor-companies-seem-very-attractive-for-v0-035421e37nkg1.png?width=1920&format=png&auto=webp&s=0d4dd65f6e51a2e16ec93fd2a56db8e407ca77c2)
Fun money is in VXUS? Lol. Atleast do FTEC or SOXX then.
Don’t need to pick. Just buy SOXX. But I don’t think this is even close to a buyable dip. The Gulf states have fueled some of the growth in technology/AI and data center spending. If their oil revenues drop or stop because of this stupid war on behalf of Israel then we can see a major sell off in semis of 50% or more.
https://preview.redd.it/6c3ef1zv76ng1.jpeg?width=1179&format=pjpg&auto=webp&s=f687a93a7c52f454676841fabf15577d1556d168 SOXX Highly unusual long call? Should I get some shares?
Hi, thank you for your insight. Well, I've only been doing this for eight months so far. I've been comparing to primarily the S&P 500 and NASDAQ, and have been outperforming them. I'm pleased about that. But I am trailing behind AI/tech-centric indices like SMH or SOXX (obviously, since my portfolio isn't purely tech). That's not a big deal to me though. I prefer diversification. The vast majority of my software stocks are extremely low allocation, pretty much lottery ticket capital. So even some go under, I'm not losing my hair over them. As I mentioned in my post, I made +31.5% across eight months. It's nothing compared to the people doubling or tripling their money here, but I'm happy that it is steadily going up.
SOXX not following QQQ chart
QQQ recovering but SOXX shitting
I think my first question is what really is your taste for risk (i.e. risk tolerance). The headline says "without taking too much risk", but then you mention about growing it more aggressively. Being that you're 22 and you have more than 30 years of investing time, you should be able to lean towards being more aggressive. In general you could have the core of your portfolio be something like VOO or SPYM (same S&P 500 index, but slightly cheaper expense) and then sprinkle in some more aggressive plays like a sector/category you think will do well (i.e. SMH or SOXX for Semiconductors) or some individual stocks.
1. Yes, if you want minimum headache with solid returns, just keep investing into the S&P 500. It has shown strong results over the last few decades and will most likely continue. Of course, nobody can guarantee that — it's possible that America gets pushed off the pedestal as the leading economy, and as a result the S&P becomes less relevant while other countries and indices outperform. But realistically, predictions like that are nearly impossible to make. 2. As for growth ETFs and individual stocks — it helps to think of it as a risk scale. If we're only talking about stocks, here's roughly how it breaks down from least to most risky: 1. Global ETFs (VT, VXUS) - widest diversification across countries, continents, and sectors 2. Broad market ETFs (VOO, SPY, IVV) - S&P 500 and similar, strong track record 3. Sector/narrow ETFs (QQQ, ARKK, SOXX) - more growth potential, but more volatile 4. Individual stocks - closest thing to a casino. Nobody can guarantee with 100% certainty that a company won't change direction, replace its CEO, or run into unexpected problems. The general rule: the younger you are, the more it makes sense to lean toward the riskier end of this scale. If those bets pay off — great. If not, you still have decades until retirement to recover. But the higher the potential growth, the higher the risk. That tradeoff is always there. The good news is you don't have to pick just one. You can combine them — keep the S&P 500 as your core and add a smaller allocation to something more aggressive. The key is deciding how much risk you're actually comfortable with.
IGV vs SOXX - sector rotation - clearly visible today
SOXX up 133% since liberation day. Closing in on 45 PE. NVDA will not pass go and collect $200 share price.
There we go all time high in SOXX
ATH for SOXX 44 PE with 0.5% dividend yield Paying so much for so little.
SOXX the beacon of light in this vibes market
SOXX pretty much already recovered all the losses
Boring winners: SOXX, VTI, VXUS, AVDV
I would recommend looking at the holdings of some popular ETFs and then constructing your own “basket” of stocks. The fees on these sector specific ETFs tend to be high, and they often include tons of names that are only tangentially related to the sector. CIBR, for example, has some really odd picks like Leidos, Booz Allen, BlackBerry. Cisco is the number one holding. And it’s not even actively managed. It’s a 0.58% fee just to track an index, the Nasdaq cybersecurity CTA index. I went through a similar situation in 2021 between SOXX and making my own picks in the semi industry. Glad I took the basket approach.
SOXX over 43 PE still. Even with expected NVDA beat, that's expensive.
SOXX still very much in the green. Just fears on laggards
SOXX ready to jump off a cliff
"All the big tech stocks have been trending down for months after the bull run" MAGS is +1.5% over the last 6 mo. SOXX is +43% There are absolutely parts of tech that are working very well, but too many people on Reddit will not look beyond the playbook of "mega cap tech: collect 'em all." Some of those names that everyone piled into for years haven't worked that great for a while (MSFT +65% over the last 5 years, AMZN +22%) but I think people have stopped bothering to look and don't want to research other options so they just keep pressing that bet again and again. Also, this isn't even a correction and people are calling it over? People used to occasionally ask "why is my stock getting obliterated?!?!" and you could look and be relatively assured that "obliterated" = down 10% or more. Now people ask that and you can be relatively assured that it's down like 2-3%. People say, "If you like (fill in the blank stock) at $x, you must like it (10% lower.)" It feels like the answer for many people today would be no or they've sold it already.
Thank you Heh, Im a bit late to the party, but just looking at SOXX, its gone up $100 in the past 6 months, and I believe will continue todo so.
SOXX and SMH cover AI World runs on tech. Tech runs on chips. Chips are the picks and shovels.
I have VT, AVDV, and also SOXX. AVDV has gained 14.57% this year so yes, the performance speaks for itself and is a great compliment to VT.
I dont agree with adding bonds to VT lol Maybe gold mining. I think SOXX or SOXQ and AVDV compliment VT well.
Look into SOXQ or SOXX, not VGT or FTEC because many of them have junk software stocks. I have 25% in SOXX and it has gained 17.77% this year. VGT and FTEC are in the negative so far this year.
I have VT as a core which has gained 3.74% this year, I also have 25% in SOXX which has gained 17.77% this year and have 21% in AVDV which has gained 14.57% this year
Why not $SOXX? $SCHG $VGT??? VOO basically just keeps up with inflation
FXAIX is excellent. When you get more comfortable with investing, look at FSELX-a semiconductor mutual fund. Luckily for me, someone bought it for me 20+ years ago and it has grown enormously. If you want a semiconductor ETF, that would be SMH or SOXX.
10 yr: SOXX: 1143% Dont even need to time the market just set and forget
Okay, so retail semis are in the gutter; see: SOXX, SMH
"Why Everything Is Selling Off?!" It isn't. Everything that has been popular on Reddit because it's worked is selling off. This sub used to talk about a wide variety of names, now it talks about maybe a dozen or two at most and that playbook isn't working. Rather than look for what is, people keep endlessly buying the same playbook. "AI Stocks are Also Selling Off?!" They are? SOXX +12% YTD, SPY -0.3%, MAGS -5.5% YTD. All the power/"ai adjacent" industrials are ramping. GEV, CAT, etc.
This is great! I think you may have given me some advice on a post a month or so ago. Was SLV also one of your positions? If so I’m curious how you’ve handled that with all the volatility recently. I love the simplicity of your system. Buy things going up. Also coming around to realizing ETF are likely better than stocks. It’s just so much work to research and pick stocks and so many company specific risk factors you can’t predict. For a non professional it’s overwhelming to analyze and pick good individual stocks. Even a blue chip mag 7 company may do great one year and be flat or go slightly down another year. ETFs will smooth so much of that out, e.g. if I want to be in semis/chips buy SOXX rather than MU. With company stocks sometimes I’d be attracted to a beaten down ticker that’s well below its prior highs but still seems solid long term, that way higher possible upside vs buying the hottest name that’s at ATH. An example of beaten down but still blue chip is NFLX. I’m starting to think that could be quite risky though. The market has seemed more spastic and unpredictable than usual recently, a lot of fear uncertainty and volatility.
Long pypl/duol, short SOXX. Might be the most contrarian my portfolio has ever been.
Lmao I should’ve held that short position longer. I think I’ll pile in SOXX, GOOGL, and AMZN and see what happens.
Moves would be a lot more to the downside and across the board. If some players are moving money on recession worries its a very small minority it looks like. SOXX wouldn't be up 14.59% ytd unless somehow semis are recession proof lol
even SOXX is shitting the bed
Thinking SOXX might overtake it for the near future. But yes
Look at that SOXS discount! >20 points above median PE on SOXX. 5,250 shares, acquired.
That’s why I just buy SMH and SOXX. These companies get stuck in ranges and the index will cycle them. E.g., NVDA has been flat for 3 months, SMH is up 15 because it caught the memory run.
If I was going to yolo into anything, I’d buy SMH or SOXX. The semiconductors have done fantastically well for me-I’ve owned FSELX for well over 20 years and am up enormously. I also own NVDIA, ASML, and TSM, because I like owning some individuals and am addicted to the gains to be made in semis. Need to rebalance, badly. I have also owned APP for a while. Be wary, it’s extremely volatile. I’ve bought and sold, made some money, but am currently underwater. Consider building a foundation in VOO or SPY or IVV. Risk is exciting, but having a good amount in steady eddies (that grow) can take the edge off when APP drops $100 over a couple days.
If you google ETFs by sectors, you get the best results, the same covered by CNBC Bloomberg etc. For example, for semiconductors is Van H Semi, SMH, SOXX, for commodities you have Invesco etc. However, here is the art- 0-100,000 $ ETFs may be a good start, but then you buy both winners AND losers in the same basket, in other words you will mix 1000% YTY Sandisk with Microsoft negative. And when you start putting large sums of money, say you put 1 million into a Semi ETF, well, some 80,000$ is in NVIDIA at 5-8% (regulatory relative) because most ETF's prioritize nvidia, apple etc. One way or another, you end up buying mega caps. Hence why ETFs are nice for beginners but an anchor for moderate investors or better. Say I want a non AI industrial or tech supplier, leading niche? Pulse Seismic supports all industries, some 13% dividend and last years holders made some 60%. Or Planet Labs, niche Satellite constellation provider. etc. You can do a Dow Jones **SPDR ,** Nasdaq S&P etc. ETFs are a good lazy approach but they also benefit more from monthly contributions and dollar averaging. One way or another, one has to do some homework when choosing, and making sure the rate of growth is adequate.
Yea. SOXX this month though
The problem that I have with some thematic ETFs is that even with a theme working well, the holdings are almost always some degree of mixed bag: a bit of great, some good, a bunch okay and some things that are part of a theme but for whatever reason aren't working. "Although AI chips haven't been growing very good for the past year with nvidia downfall " Where is the NVDA downfall? It's up 42% in the last year. SOXX is +60%. If by NVDA downfall you mean the recent correction that was around 9-10% off the high, then I would be cautious about investing in this sort of thing. I think semi/semicap names are going to continue to benefit from the massive capex spending over at least the next year or two but it's a very volatile sector and definitely won't be a straight line higher. You want to be buying when it's been like it has recently, before the rebound like yesterday. "National defense, specifically EU," EUAD "Rare metals (currently near ATH so my safe ass will skip these)" If you're a conservative investor nothing wrong with that, but I would hesitate to recommend any of these sorts of things - all of these sorts of growth themes are going to be volatile. I own SETM in terms of strategic minerals/materials. "- Cybersecurity" I think a fair amount of names in this theme have been caught up in the selling of anything software lately. In terms of an ETF, something like CIBR. "Not looking for hidden gems, rather the safest options" I don't think these are "safe" bets if you're looking for something that isn't volatile.
I use VT as my core holding at close to 55% and have the rest in 2 satellite positions in AVDV and SOXX
SOXX dipped with NASDAQ only snapped back today.
Hey, thanks for the input! 1. Looking at the charts, some of them performed really well over the years, some of them are still stagnating... But let's consider SOXX for instance, it's about semiconductors. It has made 54% in 1 year. That's a lot! But are we done with microchips? Are we stopping making electronics? Is the AI not gonna need more semiconductors? We won't need more copper, rare earth minerals, etc. to make more electronics? Won't we need more power to sustain this production? How will we get that? Solar? That's minerals. Nuclear? That's uranium... You see where I am coming from? They might be "priced in" up to a certain point, but are we done yet? 2. That seems true, I never researched seasonality either, that was a big mistake. 3. Yeah, I mean, this is a futuristic bet, at least 5 year long. What's my alternative anyway? That 5 years will keep passing whether I invest or not :)
"What are your thoughts?" I don't care how financial media covers anything. Financial media is there to sell ads. CNBC is not a great place for ideas. But none of that is anything that I pay much attention to because I'd rather devote that time to thinking up new ideas than caring what the WSJ says. Also, what hardware names are cratering? SOXX is up 9% YTD. Things like LITE are +40% YTD.
SOXX down 2% NVDA down 2% MSFT down 5% GOOG down 3% META down 2.5% NFLX Up AAPL Flat I still feel like I'm missing something.
SOXX below $300 and then load up on KLAC, LRCX, and AMAT.
I just bought the SOXX semiconductor ETF because of this. Lots of Capex coming in 2026
well SOXX still up 8% YTD so it is one of the few sectors carrying the market
I would feel much comfortable buying back with another -10% from SOXX
SMH and SOXX haven't even began to pullback. Imagine if they do..
I’m actually positioned well for a rotation from semiconductors/tech into value/dividends. But I’m skeptical that the current semiconductor cycle is done. I doubt we even get -20% on SOXX.
Semis taken out this time because market think capex can't continu going parabolic every year, but semis as an index (SOXX) aren't actually that expensive, they are about the same valuation as in April 2024 despite 60% upside. Nvidia is actually kinda cheap if you think they can hit earnings, 20% cheaper than Google
mfs will say spy is barely down and ignore SOXX
I don't trade but a long IGV short SOXX pair might work. Unfortunately I could easily see that meaning that meaning that IGV is just flattish and the SOXX comes in, and y'all should be able to connect the dots from there...
If SMH and SOXX pullback its a long way down
You start with VTI and then add other etfs to increase your specific holdings such as SOXX.
Invest in everything, diversify. VT, VTI/ VXUS. Add some momentum or a specific sector you have faith in QQQM FTEC VGT SOXX SOXQ or maybe you want small caps. If you want precious metals and or Bitcoin make it 10-12%
Hi there! I’ve held **NVIDIA, AMD, and ASML** as the core of my portfolio since Feb 2021. I’m thinking of switching to **SOXX (UCITS equivalent)**. Any thoughts?
SLV is taking another leg down and so is SOXX. Hold on to ur butts
Short-term (1-1.5 years) you might wanna consider SOXX or SMH. Long-term VT, VTI, VGK, VTXS. VXUS depending if you think US / EU / Ex-US is gonna outperform or you think the US have a serious debt problem.
No, but selling Nvidia and replacing it with SOXX or EWY (Korea's etf is like 40% Samsung and SK hynix, and Hyundai, another top stock, owns Boston Dynamics). Nvidia is done making major moves. Like yeah, it's going to keep growing, but it might not even keep up with S&P 500 or VXUS from here. Get a stable growth ETF instead, and maybe a pinch of Micron and something like WDC.
stuff i own VRT, GEV, COHR, WDC, ANET, MU and I own the etf SOXX
SOXX PE of 45. This will end well.
It sounds like you could just SOXX it though, it would balance out. It's hard to churn a profit with PICs atm. If Ligentec ever IPO'd though i would be all over it
Glad my thesis of “Trump is destroying the US economy and America’s global reputation so I’m gonna dump my life savings into SOXX and IDVO” thesis is working so far
I got a decent amount of calls on various themes going out July-Jan '27. But I do sprinkle shorter term hedges around the portfolio. For my AI longs, I use SOXX/SMH puts to cover this area.
Stock Puppeteers call 🥭 . “Hey bro we need you to drive down SOXX for us, our AI bubble narrative didn’t do shit”. 🥭 : “Who do I have to tariff to get that done?” Puppeteer: “South Korea should adequately drive fear without causing a full on panic” 🥭 : “Let me see what I can do”
certain sectors like SOXX could easily see a major correction, the reason why we close positive is cause Trump folds with every threat. If he doesn't fold and EU grows a spine you could easily see red
Maybe for the indexes, but there are things that have started the year insanely well, including metals - the SETM etf is +25% YTD (+132% in the last yr), COPP +12% YTD, COPJ +17% YTD. Even the XLE is up almost 9% YTD. Lithium, uranium mining (URNM +68% in the last year), battery metals etfs, rare earth etfs, etc - all up big over the last year. Real assets are mooning. Tech broadly not doing great (XLK down slightly for the year, MAGS -0.5%), but SOXX is up 9%.
apparently Intel has been transported to an alternate reality. Down 12%, yet zero impact on any related companies, SOXX essentially unchanged. Wild. If it was up 12%, SOXX would be rocketing higher like we saw with TSM's ER
The system I use is based on a sophisticated AI analysis combining data from the last 5 years with the latest press analysis. I can create multiple Virtual-Portfolio™, analyze and compare them. After using it for your list, my system tells me: Ticker | Company Name | Price | Combined Score | Recommendation | Sentiment Score | Sentiment Confidence \-------------------------------------------------------------------------------------------------------- IOO | iShares Global 100 ETF | 127.22 | 69.70 | Hold | 0.99 | 4% QQQ | Invesco QQQ Trust | 621.82 | 80.53 | Strong Buy | 0.73 | 100% SOXX | iShares Semiconductor ETF | 349.28 | 62.40 | Hold | 0.99 | 24% VOO | Vanguard S&P 500 ETF | 635.21 | 82.36 | Strong Buy | 0.94 | 100% VT | Vanguard Total World Stock Index Fund ETF Shares | 145.24 | 78.55 | Strong Buy | 1.00 | 2% VXUS | Vanguard Total International Stock Index Fund ETF Shares | 79.20 | 75.00 | Buy | 0.99 | 20% XOM | Exxon Mobil Corp | 133.75 | 80.02 | Strong Buy | 0.84 | 100%
**Institutional background here (14 years).** The price action you are seeing today is what we call a **"Geopolitical Air Pocket."** You are right to be excited. The "Madman Theory" volatility (Trump threatening tariffs on NATO allies over Greenland/Trade) creates the best buying opportunities because the market is pricing in **Political Rhetoric**, not **Economic Reality.** Here is the institutional view on your specific points: **1. Why Financials Dropped (The Surprise)** You mentioned you didn't expect Financials to get hit. * **The Mechanism:** When "Tariff" headlines hit, money flees to safety (US Treasuries). This pushes bond prices *up* and yields *down*. * **The Impact:** Banks profit from higher yields (Net Interest Margin). When the 10-Year Treasury yield crashes because of a "Safety Trade," Bank algorithms sell off instantly. It wasn't a credit concern; it was a **Yield Curve** trade. **2. Your Healthcare Thesis** * **The Critique:** Healthcare is a **Defensive Sector** (Low Beta). It usually outperforms *while* the market is crashing (people still need medicine). * **The Rebound Reality:** However, if you believe this is a "Buying Opportunity" (meaning the market will recover), Healthcare is rarely the *first* to rip. * **The Trade:** When the "All Clear" signal comes (usually a Trump tweet walking back the threat), the sectors that were punished the hardest—**Tech and Semis**—will snap back the fastest (High Beta). * *If you want Safety:* Buy Healthcare (XLV). * *If you want Recovery Gains:* Buy the beaten-down Tech (QQQ/SOXX). **3. What happens next?** The "Trump Cycle" usually has a 72-hour half-life. * **Day 1 (Today):** Panic/Algo selling. * **Day 2 (Wednesday):** Stabilization. The administration likely leaks a "clarification" that the tariffs are a "negotiating tactic." * **Day 3 (Thursday):** The Relief Rally. **My take:** Don't chase Healthcare hoping for a rebound; buy it for protection. If you want to profit from the "Trump Dip," you have to buy the thing everyone is afraid of right now: **Big Tech.**
**Institutional background here (14 years).** The short answer is: **Yes.** The specific event you are seeing today—the 2% drop because of the "Greenland Tariffs"—is textbook **"Madman Theory" negotiation.** In the institutional world, we have a playbook for this because we saw it in 2018/2019 and again in 2025. 1. **The Threat:** Trump announces something extreme (25% Tariffs on NATO allies because they won't sell Greenland). 2. **The Reaction:** Algos read "Trade War," and the S&P 500 dumps. VIX spikes. 3. **The Pivot:** In 48-72 hours, a "meeting" is announced. Trump says discussions are "very productive." The tariffs are "delayed" or watered down. 4. **The Rip:** The market recovers the losses plus a relief rally premium. **Why this dip is a "Buy" (Specific to Today):** Look at *what* is selling off. * **Nvidia and Tech** are down \~4% today. * **The Disconnect:** Does a 10% tariff on Danish butter or French wine impact the demand for H100 GPU chips? **No.** * **The Mechanic:** This is a **Liquidity Event**, not a Fundamental Event. Funds are selling their most liquid winners (Big Tech) to raise cash because the VIX spiked. **The Real Risk vs. The Fake Risk:** * **The Fake Risk:** The Greenland/NATO tariffs. This is theater. He is using economic leverage to force a geopolitical real estate deal. * **The Real Risk:** The DOJ investigation into Powell. *That* is the structural risk to the system. **My take:** If you have cash, you buy the **Nasdaq (QQQ)** or **Semis (SOXX)** right here. You are getting a 4% discount on AI monopolies because of a dispute over an Arctic island. This is a gift.
It does but youre missing growth opportunities elsewhere such as AVDV, RING, SLVP, SOXX etc
I wouldnt do 100% VT, maybe 50%, add some AVDV, SOXX and some gold miners
Im more about global diversification so something like VT, AVDV, SOXX, RING, and SLVP
SOXX rises as TSMC falls, American LMAO
How high can SOXX go? This shit feels like bubble
SOXX up 6.56% YTD and you talking about AI being out of favor. The tech companies out of favor are mismanaged laggards, never my beautiful Google.