#Semicondutor Stocks Review $SOXX - Semis Lead

Semis Review

Trading noise, the random movement of price over the short term, does not control trends, cycles, and profits. The majority, an emotionally driven group focused solely on price, often interprets it as meaningful information. This leads to confusion, frustration, missed opportunities, and leaves the majority as the bag holders of trend transitions. The Evolution of the Trade helps investors stand separate from the majority.

The Semiconductor stocks' overall trend, revealed by trends of price, leverage, and time, are defined and discussed in The Matrix for subscribers.

Subscriber Comments

Semis Lead

Raymond James initiated coverage of NVIDIA (NVDA) with a $272 price target, citing the company’s dominant role in accelerated and AI computing. The firm emphasized NVIDIA’s massive installed GPU base, global developer ecosystem, and deep integration in enterprise and government AI initiatives, positioning it at the center of the AI industrial boom. Raymond James expects Blackwell chip sales to peak at about 6.9 million units in 2026 and views NVDA shares as reasonably valued despite potential risks from power constraints and AI cycle volatility. While NVIDIA is a strong semiconductor pick heading into 2026, the analysis notes that some AI stocks may offer greater near-term upside.

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The Matrix provides market-driven trend, cycles, and intermarket analysis.