Archive mode — the ledger is frozen as of August 24, 2026. Past calls and track records remain browsable; no new data is being ingested.
$SOXX
2 thesesbullish 0%neutral 0%bearish 100%
Win rate (3d)
50% (2 resolved)
Past performance does not predict future results. Informational only, not investment advice.
Recent theses
Prices as of Aug 24, 1:28 PM ET
Ultimate DD on why this is the TOP - Technical Analysis (Cumming Formation)
Author holds a semiconductor index put spread (480/400 strike) expiring July 17, betting on a pullback after Micron's 20% rally and the sector becoming overextended.
At post $570.09·Now $505.73-11.3% since postedas of Aug 24, 1:28 PM ET
1d-1.1%
3d-0.2%
1w+6.1%
1m+9.7%
3m—
6m—
1y—
Fuck Semiconductors
Semiconductor sector rotation is underway as QQQ rises while SOXX falls. The author believes semis have exhausted growth potential and gamma squeeze momentum is over, indicating downside ahead.
At post $492.36·Now $505.73+2.7% since postedas of Aug 24, 1:28 PM ET
1d+5.7%
3d+5.7%
1w+7.7%
1m+9.6%
3m+7.8%
6m—
1y—