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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[13:44] the semiconductors, you know, they're like, you know, that's that's probably the high you'll see for five years in that group. They're way overpriced.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[14:04] I think I think the stock prices themselves are telling you the end is not in semiconductors at least. Whether that causes a general market problem remains to be seen.
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[31:47] you just got a parabolic move in semiconductors, and that will end badly at some point. Now, you know, a reversion to the mean, it may be 30 or 40%. And for those people that are buying it now, you're going to lose a lot of money.
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[6:08] Semiconductors are are just going crazy right now. Um they're very overbought, very extended. you know, if there's, and this is kind of some of the workaround we did this week... when you get these parabolic moves, you're going to get a correction at some point, which will give you a better buying opportunity
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[14:44] which is why we're very bullish on the Chinese um semiconductor companies.
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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.
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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.
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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
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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.
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[33:51] that's why I'm super super bullish on Chinese semiconductor companies because they are going to power not just China's AI boom, but the global majority's AI boom because nobody trusts America as a steady trading partner right now.
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