@Theta_collctv 3 weeks ago
Semiconductors and SMH still look solid despite recent market volatility
Semiconductors and SMH still look solid despite recent market volatility
The market has been volatile lately with the uncertainty around Iran, but semiconductors are holding up well. The AI infrastructure boom seems to be in its early stages.
The VanEck Semiconductor ETF (SMH) currently has a trailing P/E of 43, but looking at the next 12 months, the forward P/E drops to 23. Even though tech has run up a lot recently, the sector is projected to have the highest earnings growth in the S&P 500 for both 2026 and 2027. The fundamentals for semis are still solid and they aren't as overvalued as the trailing numbers might suggest.
www.fool.com
| Bold Prediction: SMH Is About to Soar. Here's Why. | The Motley Fool
@TallDrive706 3 weeks ago
Still looks like a strong long-term trend, short-term volatility, but fundamentals for semis remain solid.
@AntonioMyers 3 weeks ago
it’s interesting to see how resilient these tech stocks are even with all the geopolitical tension. do you think the ai demand is enough to keep carrying the whole sector?
