SMH

$SMH chatter on StockTwits

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  Jimmy@GemologyBullish1h

  $RDDT $SMH $BABA $ASTS $DFSC ;;

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  joe d@upsidetraderBullish2h

  From a swing-trading perspective, the setup remains constructive as long as the $SPX holds the recent breakout area and the $SOXX stays above its short-term support. The unusual software–chip correlation $SMH $IGV is a positive tell for overall market health. When the two stop fighting each other, the path of least resistance tends to stay higher—until the next inflation print or earnings miss resets the narrative.

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  joe d@upsidetraderBullish2h

  So we finally did see Clark Kent and Superman in the same room with $SMH and $IGV up together. Takeaway: they're coming for it again. Breadth is good.

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  Aura@ExploringTradesBullish2h

  Put ticker JUNS onto your watchlist right now! JUNS has only 770k shares outstanding and only 480k shares public float. Look at what SDOT / YXT / DFNS / AKAN did on similar share numbers recently! JUNS has a similar move coming - Added a big position for a squeeze. $AVXL $SMH $GRRR swing now

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  Edward Gofsky@CUPandHANDLE_CHARTS2h

  $SPY ~ In this week's Better Offline monologue, Ed Zitron runs through NVIDIA's entirely-theoretical 500 billion AI infrastructure partnership with various Wall Street asset managers, all to keep up with analyst expectations & reputations that it will make more than 1.6 trillion in the next three years with no recession in sight as far as the eye can see. Good luck everyone. This is all on top of the 2026 sports & predictions markets mania. $NVDA $CRWV $QQQ $SMH

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  Edward Gofsky@CUPandHANDLE_CHARTSBearish3h

  $QQQ ~ The “Financial Engineering” in summer 2026 to fund this AI infrastructure build out is now more fascinating than the “Technical Engineering” underlining the AI bull narrative. The Nasdaq keeps pushing to new highs. But nobody is paying attention to what's actually happening. OpenAI & Anthropic are now worth 2.33T. That's 3.5% of the entire S&P 500. Without being public companies. Without proven profits at scale. And investors are still bidding them higher. Numbers don't lie: 400B burned per year 50B in actual revenue. Here's how the bubble feeds itself: Big players fund each other, Partnerships create paper revenue, Money circulates inside the same system. We've seen this before in 2000: Companies lower down the internet stack with no profits. Massive valuations. Bull Narratives driving everything. Then reality hit. S&P 500 collapsed -50%. Now we're watching the same cycle again in Aug 2026. Only this time, it's private AI companies and “Private Equity” $SPY $DIA $SMH $NVDA

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  ASE@SilverEagle4h

  $AMAT good numbers but based on the reaction, things seem to potentially be priced in. Tomorrow and next week will be telling for chips $SMH

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  Edward Gofsky@CUPandHANDLE_CHARTS4h

  $SPY ~ We got the SPY “777” close y’all. What a time to be alive. Smoke em if you got em & take some profits off the table to spend in real life or buy a few physical silver bars or coins with your free money profits. Good luck everyone. I never thought i would experience anothet massive big tech capex explosion to build out another revolutionary technology infrastructure stack this time in 2026 its AI. When i was in my early 20’s i was buying add selling stocks up & down the Internet telecom fiber optics infrastructure stacks to build out high speed internet around the globe. The similarities between the 2026 AI Infrastructure stack & the 1999 Internet Telecom Fiber Optics High Speed Internet stack are uncanny including the fact that now in summer 2026 just like late 1999 the “Financial Engineering” to make all this Big Tech Infrastructure buildout happen is now more interesting & fascinating than the actual AI “Technical Engineering” underlying the AI narrative. $NBIS $QQQ $DIA $SMH

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  lextrading@lextrading4h

  $SPY $SMH Remember, Michael Burry was significantly early to his housing bubble trade. He started shorting in 2005 before the collapse in 2007-2008. If you're following his short, be prepared to get liquidated along the way or withstand severe pain.

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  Dino@4DinobullBullish4h

  $IGV top is in. $SMH rallies from here.

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  Paul Jensen@blipidybleep5h

  $AMAT Wait... so now semis only follow semis if green? Times have certainly changed $SMH

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  k nash@knash5h

  $SMH

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  k nash@knash5h

  $SMH other than being rejected at the 50dma did some news cause this big drop?

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  Albino@Albino_Trader1235h

  $SMH $IGV $QQQ Been ovious where the leadership went to. from semis to software for months now. Todays action confirms it even more

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  Albino@Albino_Trader1235h

  $SMH So far fake breakout above 50ma. Needs tonsee follow through next 3-4 days or possible double top under high

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