Semiconductors ETF (SMH) Fails Key Support Level; What's Next?
It has been 2 years and 2 months since the ETF for Semiconductors SMH has traded below the 50-week moving average. The momentum, as seen through the lens of Real Motion, continues to sit in a bearish divergence to price.
Managing Nvidia's Single-Stock Risk through Diversified Semiconductor Exposure
By Nick Frasse, Associate Product Manager The semiconductor industry is quickly evolving, and spreading exposure across multiple players helps navigate volatility and competitive shifts while capturing long-term growth opportunities. Semiconductors are at the core of global innovation, powering advancements in artificial intelligence, cloud computing, autonomous vehicles, and more.
If I Could Buy and Hold Only a Single Stock, This Would Be It
Regarding investment decisions, virtually all analysts will advise prospective shareholders not to hold just one stock.
Should You Invest in the VanEck Semiconductor ETF (SMH)?
Looking for broad exposure to the Technology - Semiconductors segment of the equity market? You should consider the VanEck Semiconductor ETF (SMH), a passively managed exchange traded fund launched on 12/20/2011.
SMH: Thank DeepSeek For Great Buying Opportunity - Breakout Is Almost Here
SMH's sideways trading since June 2024 and the bullish support at the worst of the DeepSeek correction have been a boon indeed. This is because the robust multi-year AI spending trends are likely to trigger a break out in 2025, assuming that NVDA offers a promising FY2026 guidance. Otherwise, AVGO is likely to be a robust growth driver, thanks to the hyperscalers' increased demand for custom ASICs given the improved cost to performance ratio.
SMH: Buy For The Long Haul
Semiconductors are crucial for AI, and VanEck Semiconductor ETF is a top performer with a 785% gain over the last decade. SMH's concentrated portfolio in NVDA, AVGO, and TSM drives its success, despite high valuations posing short-term risks. The semiconductor industry is projected to grow significantly, making SMH a strong long-term investment despite emerging competitors like DeepSeek.
SMH Vs. SOXX: Both Are Attractive But I Prefer SMH
Since my last writings, I now see a more favorable return/risk profile from both SOXX and SMH. The companies in both funds play a foundational role to our tech future and are some of the more innovative companies. Yet, both funds now trade at large valuation discounts from the broader tech sector.
2025 Semiconductor Outlook: Investor Roadmap
By Angus Shillington, Deputy Portfolio Manager, and Nick Frasse, Associate Product Manager We unpack where we believe the semiconductor industry is headed, including the rise of hyperscalers, sectors poised to rebound, undervalued opportunities, and potential competitor pressures. The semiconductor industry is poised for another transformative year in 2025.
SMH: Don't Let This Buying Opportunity Go To Waste
Semiconductor investors endured a rough week, as DeepSeek fears erupted on Monday, but the fallout seems to have been contained. Robust retail buying and solid market sentiments have helped to mitigate the selling pressure across the market. AI compute isn't going to fall off the cliff, as hyperscalers and big tech double down on their conviction.
The Best Tech ETF to Buy With $2,000 Right Now
$2,000 might not sound like a lot to invest. But even in an exchange-traded fund (ETF), $2,000 could grow by 5x, 10x, or even more over time.
SMH: My Take On A Top Rebound Play For 2025
VanEck Semiconductor ETF has a 20% exposure to Nvidia, giving investors a front-row seat to arguably the leading AI semi stock in the market. The SMH ETF offers investors beyond just Nvidia, allowing a more diversified take into semiconductor growth opportunities through the decade. Top holdings like Nvidia, Broadcom, and TSMC are well-positioned to partake in the next growth phase, with semis leading the way.
Is the VanEck Semiconductor ETF the Best Way to Play the AI Boom? | SMH ETF
The artificial intelligence boom has fueled the S&P 500 and Nasdaq Composite to all-time highs.
