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/biz/ - Business & Finance

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53031920 No.53031920 [Reply] [Original]

So let me get this straight - semiconductor companies make billions of dollars every quarter and there basically isn't a single analyst with anything bearish to say about the sector in the long-term, and yet we consistently see -5% days for literally every single semi company, for an entire fucking year? I understand being bearish earlier this year after 2020 and 2021 were absurdly green, but now basically every single ticker is like 30% to 60% red YTD. I just don't fucking buy the bear case anymore - you're telling me that Big Money is still waking up every day and just trashing their NVDA or INTC thesis to the tune of millions of dollars? Based on fucking what, at this point?

Inb4 muh boomer ratios and muh rate hikes - that can explain your short-term bear thesis, but going forward everyone expects these companies to continue generating an incredible amount of money. So are we at a generational bottom or what?

>> No.53031999

Analysts are bullish because they get paid to shill while the big money you're talking about dumps their bags

>> No.53032035

>Big Money is dumping
Yeah except retail doesn't move the market and some of the biggest green candles on semi tickers in the last 5 years have happened in the last two months. But that's not Big Money buying the bottom?

The short-term analysts are bearish as fuck on paper but then when you read what they actually say, they're predicting massive growth in the sector

>> No.53032083
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53032083

>>53031920
>Anon discover that the stock market has no relation to real-world economy
Next you'll tell me you've learned that magic internet money is not real?

>> No.53032108

>>53031920
semiconductor companies like what?

>> No.53032137

>>53032108
Nvidia, Intel, AMD, Micron, TSM and the like

>>53032083
If it's not real, what's the use in FUD'ing a specific sector to death for over a year, when you could just, y'know, keep making money off of it and the tangible, real-world success those companies are experiencing?

>> No.53032181

>>53032137
>when you could just, y'know, keep making money off of it and the tangible
The fact that it's a clown world doesn't mean you can't make money from it.

Just understand that it's all pretend games

>> No.53032241
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53032241

despite them being one of the most critically important pieces of the future, they are still vulnerable to macro headwinds, which is what you're seeing.
go all in on leverage at the bottom.

>> No.53032355

>>53032241
>The bottom
Which is....when? I don't know how else to judge where the bottom is other than seeing huge green candles recently + an enormous amount of euphoric bear sentiment.

>> No.53032407

>>53032355
if jpow cuts rates before causing a serious recession and we don't dump afterwords, buy then
if jpow cuts rates because he's reacting to a recession, maybe start scaling in a few weeks after that but still get a good look at the overall macro environment before doing so

>> No.53032942

>>53032355
oh alternatively just buy and hold SOXL when SOX is above the 200 SMA and go 100% cash when SOX moves below the 200 SMA
no real macro timing required