Semiconductors (SOXX)

Where each commentator stands

• Dan Niles: Dan is bullish on semiconductors. (updated 2026-08-16)
• Dan Niles: Dan is bullish on semiconductors in the short term. (updated 2026-07-30)
• Ted Oakley: Ted is bearish on semiconductors. (updated 2026-08-16)
• Thomas Hayes: Thomas is mildly bearish on semiconductors in the short term. (updated 2026-08-12)
• Gareth Soloway: Gareth is bullish on semiconductors in the near term. (updated 2026-08-04)
• Mike Wilson: Mike is bullish on semiconductors in the near term. (updated 2026-08-03)
• David Hay: David is bearish on semiconductors. (updated 2026-07-26)