Semiconductors Predictions
Browse Semiconductors market predictions and forecasts from well-known financial commentators. Each prediction is tracked from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
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[19:25] This is a bad time to be buying semis. Forward returns from this point in the cycle are horrendous... I think forward returns looking at 12 months, 24 months are going to be pretty poor for some.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[29:09] Uh I think the sevies are going to break sometime in the next 6 months because of this whole artificial intelligence capbacks over overpromising.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[25:22] I think semi capex has to accelerate and I think you'll see that. I think wafer starts will accelerate
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[9:06] based on this chart, we should be due for a sizable correction in the semiconductor trade.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
The prediction claimed a 'sizable correction' (bearish), but the period low of $314.07 represents only a 7.4% decline from the prediction date price of $339.24, which is modest rather than sizable, and the price ultimately rose 20.1% by the target date, contradicting the bearish thesis.