VanEck Semiconductor ETF (SMH) News

Friendly reminder, the following semi related names currently from ATH: • $NVDA -10.3% • $AMD -20.1% • $MU -25.5% • $MRVL -32.8% • $ASML -15% • $TXN -9% • $ADI -15% • $QCOM -27.4% • $SKHY -12.5% • $TSM -13.6% Some great companies out here 🤙🏽 $SMH | $SOXX

🚨 🚨 🚨 📢 $SPX $SPY $QQQ $IWM $VIX $NVDA $SMH My opinion: while Trump publicly dismisses the potential dangers of AI, I suspect his administration is taking those risks much more seriously behind the scenes. There’s an obvious reason for the disconnect. A President publicly suggesting that frontier AI could become uncontrollable would immediately risk rattling markets, particularly semiconductors, hyperscalers, data centers, power infrastructure and the enormous AI investment complex. Meanwhile, I’d be shocked if the U.S. government weren’t privately investigating autonomous cyber operations, AI self-replication, biological misuse, attacks on critical infrastructure, foreign-state deployment and potential loss-of-control scenarios. That doesn’t mean some rogue AI incident has already occurred. There’s currently no evidence proving that. But “reassure the public while investigating aggressively behind closed doors” is entirely plausible when national security and financial stability intersect. What I’m watching now is behavior. If frontier AI labs and government officials independently begin tightening controls, slowing deployments or suddenly using much stronger language at roughly the same time, I’ll pay very close attention. Sometimes the change in behavior tells you something before anyone tells you why.

$SPX daily. Very oversold on all lower time frames. I went long 1 SPX contract, Oct 16 exp. That thing is coiling and ready to explode to the upside. Pump it 🤙😃 $NDX $AAPL $MSFT $META $TSLA $NVDA $SMH

$NVDA daily. So where were you going 😂? A lot of longs got trapped. It’s gonna go much lower but it’s a bit oversold so it might bounce first $SPX $NDX $SMH $MSFT $META $TSLA $SPCX

🚨 🚨 🚨 📢 $SPX $SPY $QQQ $VIX $NVDA $SMH Anthropic CEO on CNN. Trump and Jensen Huang won't be happy with this 👇 🤪

$SPX $IXIC Nazzy -.2% bouncing not b/c $SMH (still-4%), but $QNET now up 2.5%... that's the sign last 2 days last week days and today opening hr., if follow ya know...

First, going back to Icarus' origins as an SPX bot we have 5 Indexes: $SPX $QQQ $IWM $SMH $SOXL

$SPX Red futures $ES_f setting up another massive BEAR TRAP! Vanna / charm flows until Wednesday should be enough for dip buyers to pump $SMH $SOXX $QQQ on Monday. Buy the dip in $SOXL $NVDL $AMDL $TQQQ. $AMD $AVGO $NVDA

Highlighting a few from our Sunday newsletter — Elliott Wave counts & swing positions, published before the moves: $SPX +8%. $QQQ +11%. $SMH +17%. $NVDA +25%. $MSFT +45%. $AMZN +28%. Six counts. Six results. Before → after attached. This week's edition is live for subs.

Rare & Timely If $SPX is down consecutive weeks on 3rd Friday of September, the following week SPX has been negative 85% of the time. Average return (-1.39%) When you know what to expect, your dip-buying is more data-driven than emotional. September doing what September do $ES_F $SPY $QQQ $SMH $NVDA $QQQ $NDX $IWM $DIA $VIX $XLK $SOXX $MU

Market character has already changed. $XLK vs $SPX on golden Cross since April $AAPL vs SPX on Golden Cross since April $NVDA vs SPX on Golden Cross again $MSFT vs SPX on verge of Golden Cross When 2 or more BIG Tech stocks on Golden Cross, S&P annualized returns are POSITIVE $SOXX $SMH $SPY $QQQ $NDX $DIA $VIX $GOOGL

$SPX daily. I’m closing for a profit my short SPX position too 😃 It got to its weekly expected move and I don’t want to have positions on into CPI, FOMC. Will re-short though 🤙😃 $NDX $SMH $AAPL $MSFT $GOOGL $META $TSLA $NVDA