RichVintage/E+ via Getty Images It finally looks like the AI boom in investor buying of semiconductor equities is ready to roll over into a stretch of selling. Why? Sure, valuations and pricing have been reaching for ever higher extremes since last summer. My bearish view is an unexpected rise in inflation and interest rates into…
retouchman/iStock via Getty Images Shorting high-flying stocks, like Nvidia (NVDA) or Advanced Micro Devices (AMD), can be nerve-racking, as Super Micro Computer (SMCI) bears found out, painfully, since the start of this year: Google Finance The Direxion Daily Semiconductor Bull 3X Shares ETF (NYSEARCA:SOXL) allows a more diversified and leveraged approach to betting against a…
SweetBunFactory Investment (Sell) Thesis The Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) ETF offers a three-fold daily exposure to the ICE Semiconductor index, encapsulating 30 US-listed semiconductor companies, making it a tempting tool for those bullish on the short-term outlook of this sector​​. However, its inherent leverage, coupled with a semiconductor industry grappling with high…