VanEck Semiconductor ETF

SMH

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Newbee2025PLTR Return RateOrdersOct 6, 2026 at 03:16 PM
$Broadcom(AVGO.US)
Background:
AVGO’s fundamentals are still excellent: Q3 revenue +86% YoY, AI semiconductor revenue +221%, and Q4 revenue guidance +93%. Management also sees AI revenue reaching $115B in FY2027.
My trade: Bought at an average cost of $354.
Takeaway:
Hold for now, but sell on strength. My $354 entry is good, but AVGO is already around $363 and the stock has a lot of AI expectations priced in. If chip makers' stock cannot make it, Semicon cannot make it, the index will never make it.
Trade Showcase: Trade, Show & Earn Rewards!
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JimOct 3, 2026 at 05:05 AM
Well Well Well....
October 1st - Prices are going UP!
$Nebius(NBIS.US)
$SMH $NVIDIA(NVDA.US) $AMD(AMD.US)
Nebius Pricing Update — Key Takeaways
Nebius raised on-demand pricing for its top AI GPUs effective October 1, 2026.
The biggest takeaway is that older AI GPUs are still holding value, not getting commoditized as quickly as many expected.
On-Demand GPU Price Changes
H100: $3.85 → $4.50 (+17%)
H200: $4.50 → $5.40 (+20%)
B200: $7.15 → $8.50 (+19%)
B300: $7.85 → $9.50 (+21%)
What Stood Out
H100 pricing rising is the big signal.
H100 is an older generation GPU, yet Nebius increased pricing instead of discounting it.
That suggests AI compute demand remains strong, even for older high-end accelerators.
What Did NOT Move:
RTX Pro 6000: unchanged at $1.80
L40S with Intel CPU: unchanged from $1.55
L40S with AMD CPU: unchanged from $1.82
Spot / Preemptive Pricing
Spot pricing remains much cheaper than on-demand:
H100: from $0.79
H200: from $0.79
B200: from $0.99
B300: from $0.99
CPU-Only Pricing
AMD EPYC Genoa: from $0.10 → $0.13
Intel Ice Lake: from $0.05 → $0.06
Why It Matters
Nebius is showing pricing power in premium AI compute.
High-end accelerators are seeing stronger demand than lower-tier products.
If older GPUs like H100 and H200 can keep earning attractive rental rates for years 4, 5, and 6, then:
AI infrastructure economics improve
depreciation risk may be lower than feared
lifetime ROIC on AI data centers could be materially better
Bottom Line
Big signal:
Nebius raising H100 pricing by 17% is evidence that older AI GPUs still have real economic value.
That supports the view that:
AI demand is still strong
Premium GPU capacity remains tight
Older AI hardware may stay profitable longer than many bears expected.
@aleabitoreddit @jukan05 @Banana3Stocks @fundstrat @WarrenPies @thejefflutz @TradexWhisperer @smartertrader @RyanDetrick @Micro2Macr0 @cantonmeow @dannycheng2022 @DivesTech @StockOptionCole @Mr_Derivatives @BeardoTrader @SuperLuckeee @blondebroker1 @StockPatternPro @StockMKTNewz @amitisinvesting
$NVIDIA(NVDA.US) $AMD(AMD.US) $SMH
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NewUser_ThinkSwimSep 23, 2026 at 10:21 AM
If semiconductor stocks continue to rally maybe I can look at smh or soxx etf. However if only sndk and mu stocks rallies then dram memory theme etf will increase. Not financial advice and DCA slowly into the etf because these etf can also be affected by macro or even AI news posts (example the slowing down and regulating news last week) note to self.
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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SanDisk Rockets to $2,400 Street-High Target as Burry Shorts It
Wall Street just handed SanDisk its highest price target yet, even as Michael Burry doubles down shorting the same chip sector. Meanwhile Alibaba's AI blitz from Apsara is cooling off this morning, an...
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Heroic LifesaverTotal AssetsRate Of ReturnSep 18, 2026 at 10:32 AM
A quick reminder to myself!
The market rallies for a few days… and suddenly we’re all geniuses again 😂
Funny how quickly investing psychology changes.
A few red days and I’m questioning every position in my portfolio.
A few green days and suddenly I’m thinking:
“Yes. Exactly as I predicted.” 😂
Of course, nothing has magically changed about my investing ability.
That’s probably one of the things about a strong market.
When everything is going up, it becomes very easy to confuse a rising tide with stock-picking skill.
So whenever my portfolio starts looking particularly clever, I try to remind myself:
The thesis still matters.
Valuation still matters.
Position sizing still matters.
And perhaps most importantly…
The market has a wonderful way of humbling anyone who starts feeling a little too intelligent. 😂
Enjoy the green days.
Just don’t let them go to your head.
I am watching $VanEck Semiconductor ETF(SMH.US)and $iShares Semiconductor ETF(SOXX.US)closely as a proxy to my portfolio. 👀
@Captain Leo
VanEck Semiconductor ETF
USSMH
Nvidia Breaks Its Record, Buyback In Hand
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OptionsAlphaSep 18, 2026 at 05:18 AM
Triple Witching Tonight: The Fed Just Hiked, Trillions in Options Expire at Once. Is Your Portfolio Ready?
Rate hike on Wednesday, rebound on Thursday. Think the week is over? One more hurdle tonight. 3.28 million SPY options settle on a single closing price, and whether your contracts get assigned or expire worthless comes down to the final minutes before the bell.
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Sunrise TraderSep 17, 2026 at 06:20 PM
$SMH gapped up over the 10/21ma's today. Observation no holding. I own some of the holdings within SMH
Source: Sunrise Trader
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Captain's CompassSep 17, 2026 at 06:33 AM
FOMC Read: From Trust Crisis to Recession Fears
The September FOMC is done. The Fed hiked. Markets still didn’t get what they wanted.At 2 a.m. SGT Sept. 17, the Fed raised the federal funds target range by 25 bps to 3.75%–4.00% in a 12-0 vote. Firs...
October FOMC: Pause Or One More Hike
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Sunrise TraderSep 8, 2026 at 08:00 PM
$SMH over all major ma's again. Observation I don't own SMH. I do own some of its holdings.
Source: Sunrise Trader
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amitSep 8, 2026 at 04:26 PM
software is down because semis are gapping up heavily today
this has become the new normal, so it shouldnt surprise anyone
however, id much rather deal with a software dump from 52-week highs vs making new lows almost every week a few months ago when the semis would pump
honestly, the $IGV names now taking a break and the $SMH names getting more life feels healthy 🤷‍♂️
would obviously love all names to move up or down together so playing different individual sectors wasn’t a thing but it is what it is…if both sectors take multiple months off at different times then the semi part of your port will just need to relax when saas goes up and vice versa
question is if semis can get a June run again and how low saas needs to go for that to happen but these algos absolutely are stuck in the long/short pair trade, just not as aggressively as when Leopold was deeper into the trade and every fund was copying him
Source: amit
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Captain's CompassSep 4, 2026 at 07:08 AM
Heads or Tails for the Fed? Friday's NFP Casts the First Vote
The Fed's September 15–16 decision is, right now, a coin flip: the market puts the odds of another hike at roughly 50/50. On Friday, September 4, one number gets to nudge that coin — the August non-fa...
How Will the Market React to the NFP Print?
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VanEck Semiconductor ETF

Triple Witching Tonight: The Fed Just Hiked, Trillions in Options Expire at Once. Is Your Portfolio Ready?

FOMC Read: From Trust Crisis to Recession Fears

Heads or Tails for the Fed? Friday's NFP Casts the First Vote