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P
Paradi Lab

1 day ago, 04:45 PM

Semiconductor fwd P/E has been tracking inverse oil prices over the past year. Almost perfectly.

⬜️ $SOXX Fwd P/E Multiple 🟦 Inverse oil price

Since the Hormuz shock in Feb:

As oil prices drop, semiconductor valuations rise.

As oil prices rise, semiconductor valuations drop.

图片 1,共 1 张

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