Mmastodon TechnologySemiconductors first seen 3 d ago, last 3 d ago, peak #5

Investor rotates 16% of portfolio into chip and AI stocks

Original: Buying the dip: I rotated ~16% of my portfolio into chips & AI 🛒🔥 Big earnings sent chips down 8% to 30%. I sold my inde

An investor has moved about 16% of their portfolio into semiconductor and AI stocks after big earnings reports sent chip shares down between 8% and 30%. They sold their index ETFs and bought 21 individual chip and AI names, arguing the sector needs a roughly 28% rebound for the SMH semiconductor ETF to return to its previous high.

Why now: Recent sharp drops in chip stocks after earnings have traders debating whether the sector is oversold and worth buying.

SMH semiconductor ETFeToro

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Rank over time, top of the chart is #1. 6 snapshots from 3 d ago to 3 d ago.

Evidence

• Buying the dip: I rotated ~16% of my portfolio into chips & AI 🛒🔥 Big earnings sent chips down 8% to 30%. I sold my index ETFs and bought 21 chip & AI names. $SMH needs +28% to reach its high again. All 21 names on eToro: https:// med.etoro.com/aw.aspx?A=129366… · RudolfdeLeeuw

API: https://socialmediatrends-api.osmike.com/v1/trends/4357529