BDC on X
$SOXX could go down 20% from here and still be up over 30% YTD
Topic
semiconductors
Everything our editor has picked under this tag, best first.
Raging Capital Ventures on X
Micron and SanDisk should return cash or wait for a cycle downturn rather than repurchase shares near the memory-cycle peak at roughly 20 times invested capital.
Raging Capital Ventures on X
@Cashflowfarming * $NVDA’s competitors are doing the same with their balance sheets, not customers.
Raging Capital Ventures on X
Nvidia is using its balance sheet to seed neocloud customers against hyperscalers, whose ASIC demand dominates AI infrastructure.
NVDA 2026-08-22 Nvidia: It's All About SpaceX Now
Uttam Dey AMAT 2026-08-22 Applied Materials: I Am Reiterating My Strong Buy As AI Manufacturing Demand Accelerates
The Curious Analyst SOXX 2026-08-21 SOXX: Growth And Profitability May Be Peaking
Mauro Caversazzi GFS 2026-08-21 Recent Pullback Could Be An Appealing Entry Point For GlobalFoundries
Jason Ditz Raging Capital Ventures on X
It is simple: $NVDA is using vendor financing to avert margin pressure and market-share loss. https://t.co/IlD9IHVhP8
Cadence Design Systems INC
Cadence Design Systems sells chip-design software as AI computing drives a structural increase in semiconductor design complexity.
Nxp Semiconductors NV
NXP Semiconductors, the global automotive-chip leader, has delivered 12.5% compounded EPS growth and is presented as a long investment.
JabroniCoin.USD on X
$ACMR evolving its institutional shareholder base as its earnings power & liquidity increase: US-listed bet on China Semicap. Capital Group now top 4. Ward Ferry, 12 West, Citadel… https://t.co/7mMHvefEYe https://t.co/cY0fynu04r
AltayCap on X
MegaChips trades at ¥11,250 versus ¥19,842 of after-tax SiTime stake and NCAV, with a capital-light operating business targeting ¥10 billion of FY2030 operating profit.
catechwilliams on X
$POET $2.5B market cap Canada-based (formerly TSXV-listed) semi component designer. Perennially on the verge of commercialization ($1.4M LTM sales, hemorrhaging cash). Heavily promoted into a $400M offering on 5/18. Dubious order w related party, FEOC, PFIC, among many issues.
Ian Bezek on X
@Merridew__ $SOXL down 52% $KORU down 69% Nature is healing.
Ian Bezek on X
@b20220803 @OddStats $soxl dropped 90% during the 2024-25 dip. This one will be worse.
Tim Eriksen on X
Solitron Devices $SODI reported fiscal Q1 results today. Revenue and earnings higher. Link to PR https://t.co/7dqZ6WwENP
Tim Eriksen on X
Solitron Devices $SODI 10-K filed after close. Improved Q4 as we said in our press release. Gross margin of 41% in Q4. https://t.co/lZgDHy71CQ
Tim Eriksen on X
For those interested, Solitron Devices $SODI Annual Meeting from last week was recorded and is available on Solitron's IR page. https://t.co/2Ijmz7MnjL
Tim Eriksen on X
Solitron Devices $SODI releases preliminary Q4 results. Annual meeting this Friday. https://t.co/89tXyZdnYY
BDC on X
SanDisk's long-term agreements smooth revenue and soften cyclicality, but reduce the upside investors expected from a semiconductor-cycle recovery.
AltayCap on X
Megachips Corp 6875.T looking interesting given the +30% move on $SITM after earnings+forecast. Megachips owns more than its marketcap worth of SITM. (no debt, net cash). They've done some real buybacks recently too! Core biz is meh. Megachips is about ~¥140bn mcap.
David Orr on X
@Biohazard3737 I was leaning way more great bet for Citadel before today's $SOXX action. Opinion will change again fast from here... if $SOXX randomly nukes 10% in a few days though, yikes.
David Orr on X
Citadel’s semiconductor bet depends on whether SOXX’s drop is technical or reflects weakening AI-chip fundamentals, with forced selling and redemptions shaping the near-term exit.
