Semiconductors (SOXX)

Where each commentator stands

• James Mullarney: James is bullish on semiconductors over the long term. (updated 2026-11-10) Source: AI Crash vs. BTC Post-Midterms: Cooked?! Chips, ETFs & What’s Next. Price at prediction: $146.46. +6.1% since this prediction.
• Thomas Hayes: Thomas is bearish on semiconductors, with no stated time horizon. (updated 2026-11-07) Source: Tom Hayes - Fox Business - Claman’s Power Players - 11/6/2026. Price at prediction: $155.00. -0.3% since initial prediction.
• Thomas Hayes: Thomas is bearish on semiconductors in the short term (Oct–Dec 2026). (updated 2026-10-26) Source: Tom Hayes - Fox Business - Varney & Co - Appearance - 10/26/26. Price at prediction: $182.29. +14.8% since initial prediction.
• Katie Stockton: Katie is bullish on semiconductors in the near term. (updated 2026-11-05) Source: NinjaTrader Live | Futures Trading + Analysis | Katie Stockton, Stowe + Jack, Nick + Leo (11/5/26). Price at prediction: $150.35. +3.4% since this prediction.
• Jim Welsh: Jim is bearish on semiconductors in the near term and over the long term. (updated 2026-11-05) Source: Jim Welsh Says When Good News Makes a Stock Fall, That's the Signal. Price at prediction: $173.66. +10.5% since initial near-term prediction.
• Jim Welsh: Jim is bearish on semiconductors, with no stated time horizon. (updated 2026-10-19) Source: Bond Market About To Flip: A Major Shakeup Is Coming | Jim Welsh. Price at prediction: $167.29. +7.1% since this prediction.
• Ed Yardeni: Ed is bullish on semiconductors, with no stated time horizon. (updated 2026-11-02) Source: Global Markets Mixed | Expect Emerging Markets To See Inflows: Ed Yardeni | CNBC TV18. Price at prediction: $157.16. -1.1% since this prediction.
• Mike Wilson: Mike is bearish on semiconductors in the near term (Oct–Nov 2026). (updated 2026-10-27) Source: The Next Stage of the Market Correction. Price at prediction: $164.08. +5.3% since this prediction.
• David Nicoski: David is bearish on semiconductors, with no stated time horizon. (updated 2026-10-23) Source: Bubble Popping Now: ‘Unhinged’ Market Warning | David Nicoski. Price at prediction: $159.51. +2.6% since this prediction.
• Tom Lee: Tom is bullish on semiconductors, with no stated time horizon. (updated 2026-10-16) Source: Fundamental AI story and drivers are still intact, says Fundstrat's Tom Lee. Price at prediction: $164.38. -5.5% since this prediction.
• Dan Niles: Dan is bullish on semiconductors in the near term and short term. (updated 2026-10-15) Source: 8x Kospi has declined 5%+ in 1 day w/ closing 14 day RSI <23. It has gained on avg 3.4% the next day and been up 88% of…. Price at prediction: $154.72. +0.4% since initial near-term prediction.
• Dan Niles: Dan is bullish on semiconductors, with no stated time horizon. (updated 2026-07-19) Source: Every great industrial revolution has had overinvestment due to the potential for riches for the last companies standin…. Price at prediction: $173.71. -10.5% since this prediction.
• Milton Berg: Milton is bearish on semiconductors, with no stated time horizon. (updated 2026-09-30) Source: Our Institutional report (excerpts) were posted in Investor Intelligence this morning. https://www.investorsintelligenc…. Price at prediction: $188.96. +17.8% since this prediction.
• Ted Oakley: Ted is bearish on semiconductors, with no stated time horizon. (updated 2026-08-16) Source: “We Bought Back In!” This Legendary Investor Sees Massive Value | Ted Oakley. Price at prediction: $178.07. +12.7% since initial prediction.
• David Hay: David is bearish on semiconductors, with no stated time horizon. (updated 2026-07-26) Source: As Tech Trade Falters, Value Stocks Are Breaking Out | David Hay. Price at prediction: $175.74. +11.6% since this prediction.