BDC on X
$SOXX could go down 20% from here and still be up over 30% YTD
NASDAQ
iShares Semiconductor ETF
SOXX
5 articles
$1.4B Market cap · 2026-08-15
SOXX 2026-08-21 SOXX: Growth And Profitability May Be Peaking
Mauro Caversazzi 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.
BDC on X
SanDisk’s forward EPS estimates have diverged sharply from its share price as the investor remains short the semiconductor ETF SOXX.
