Who mentions $SMH most on Surfaced?

@alphaticaio (Alphatica) mentions $SMH most — 43 mentions in the past 12 months.

When was $SMH first mentioned on Surfaced?

The earliest tracked mention of $SMH in the Surfaced archive was on Oct 15, 2025.

How many voices track $SMH?

25 FinTwit voices have mentioned $SMH 150 times in the past 12 months.

What kind of voices mention $SMH most?

$SMH is mentioned most by Long Research voices on Surfaced.

$SMH — FinTwit mentions on Surfaced

Recent calls

25 calls

@institlpgpJul 16, 2026 · 6:14 PM

covered $smh hedge Deminimus cash to buy prob bought the wrong names like a loser

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@aiinvestorhqJul 11, 2026 · 2:55 PM

@FynnCapital Over 30% of my portfolio is in $SMH

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@yasutaketinJul 1, 2026 · 3:00 PM

$SMH 半導体危険なチャート韓国・日経でどうなるか半導体から一旦撤退すべき日では？今日はソフト銘柄が熱い https://t.co/HBheJzBzIt

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@aiinvestorhqJun 24, 2026 · 8:32 PM

So I’ve bought the dip I also have £12,500 in a pending order for $SMH https://t.co/p4egms2jds

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@aiinvestorhqJun 23, 2026 · 9:17 AM

I Sold all of my $MU position yesterday at ~$1200 and locked in a 200% return Earnings on Wednesday was an obvious sell the news event coupled with the weakness to break through $1200 yesterday until late trading day and AH was a clear bull trap in my eyes. I will re enter but with approx 25% of the previous allocated As for the rest of the money I’m eyeing up $SMH

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@aiinvestorhqJun 18, 2026 · 9:56 PM

Thinking of dropping £15,000 maybe more into $SMH next week What do you think? Most of that will come from a little profit taking from my $MU

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@jasonschipsJun 16, 2026 · 10:08 PM

The shitco $CRWV up 10% on a day where $SMH down 5% (I am long said shitco) https://t.co/BY1uIqYQIr

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@alphaticaioJun 15, 2026 · 8:48 PM

JUST IN: Qualcomm in discussions to acquire Tenstorrent to expand AI chip capabilities. $QCOM $SMH

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@yasutaketinJun 9, 2026 · 5:46 PM

緊急メンバーシップ配信してきた。あとでアーカイブ見てね。激リバじゃんわいはナスCFD、 $MU $SNDK $SMH を押し目買いしてた

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@alphaticaioJun 7, 2026 · 11:28 PM

BREAKING NEWS: Three Nvidia deals in South Korea in the last six minutes. NAVER: gigawatt-scale sovereign AI factory using Nvidia DSX platform. Starting 55MW, scaling to 200MW by 2028 with plans beyond. SK Telecom: gigawatt-scale AI Cloud using Nvidia DSX platform. First AI factory online in 2027. Joint research on next-generation AI factory architectures. SK Hynix: multiyear technology partnership for next-generation memory. The two companies will apply AI to semiconductor chip design and manufacturing using CUDA-X libraries and PhysicsNeMo to accelerate semiconductor simulations. Read that last one carefully. Nvidia is not just buying memory from SK Hynix. They are embedding their software stack into SK Hynix's chip design and manufacturing process. CUDA is now inside the memory fabrication pipeline. Three companies. Three deals. One country. One night. NAVER owns search and cloud in Korea. SK Telecom owns the telecom infrastructure. SK Hynix manufactures the HBM memory that goes inside every Nvidia GPU. Nvidia just locked down South Korea's entire AI supply chain from the memory fab to the data center to the cloud platform. Every layer. Every partner. All on Nvidia's software stack. This is not a chip company. This is a platform company building an ecosystem that gets harder to leave with every deal signed. $NVDA $QQQ $SMH

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@pivotal_pivotsJun 5, 2026 · 5:12 PM

$SMH the yearly R3 #pivotpoint so far is strong resistance in 2026. 💪⚠️ Look for a pull back to YR2, imo. 🎯 https://t.co/9KwsGZWjUj

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@alphaticaioMay 26, 2026 · 4:25 PM

🚨ALERT: MRVL-US: Marvell Technology upgraded to buy from hold at HSBC ($196.33, 0.00) They are buying in both exchanges: MRVL DARK POOL: Buy Volume: $ 69.2M, Sell Volume: $0.0M, Net Volume: $+69.2M, Number: 7 MRVL LIT EXCHANGE: Buy Volume: $ 638.6M, Sell Volume: $ 53.6M, Net Volume: $+585.0M, Number: 212 $MRVL $SMH

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@alphaticaioMay 21, 2026 · 1:09 AM

🚨🚨OUR $NVDA READ FOR TOMORROW: Opens down 2-4%. The $215-$220 range. The vol crush vanna unwind hits first. Tonight's after-hours selling carries into the open. The sell-the-news pattern plays out in the first 30 minutes. Then the magnets catch it. $220 magnet at +$50M. $225 at +$33M. The 402M dealer delta short means any stabilization forces buying. The all-magnet structure with zero accelerators provides a floor that doesn't exist in most stocks. If $220 holds by 10:30 AM: recovery toward $225-$230 by close. The delta engine overrides the vanna headwind once the vol crush settles. The magnets pull. If $220 breaks: $210 is the next magnet at +$14M. Below that, $202 GEX flip. Breaking $202 changes the regime entirely. The pinpoint: $218-$222 is the buy zone. The vanna sells it there. The magnets and dealer delta buy it back. The close lands $225-$228 if $220 holds. The risk is real below $202. But the all-magnet structure with 402M of dealer delta and zero accelerators is the strongest post-earnings floor we've measured in a single name this earnings season. We would be surprised if $NVDA does not close at or near $230 tomorrow. $QQQ $SMH

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@amitisinvestingMay 20, 2026 · 4:33 PM

HAPPY $NVDA NVIDIA EARNINGS DAY. Street is expecting $78.9B in Revenue and $1.74 of EPS. Nvidia is up +18% this year and +35% from the March lows. Jensen has consistently said that “you can’t hold the stock back,” because of where the world is going when it comes to token generation. Once again, the entire world will be waiting for what Nvidia can prove and based on the earnings for every other semiconductor company, you’d imagine they raise the guide AGAIN and accelerate growth AGAIN which would continue to reinforce how strong the broader AI story is. But, $SMH is also up 50% this year and semis have had a massive run, so the real question will not be if Nvidia crushes but how much market cap the market will continue to bake into the premium. ALL EYES ON JENSEN TONIGHT.

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@jasonschipsMay 12, 2026 · 4:08 PM

$SMH its so over

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@optionflysMay 11, 2026 · 8:51 PM

$SMH Feb 2024: 419 April 2026: 506 Today: 578 People still think this is retail mania. This move is being funded by: data centers AI infrastructure memory demand power demand networking optical sovereign capex hyperscaler arms race This is not 1999 pets .com garbage. These companies are printing insane cash flow while spending hundreds of billions building the future. $SPY $QQQ @Optuma

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@jasonschipsMay 4, 2026 · 11:03 PM

$SMH LEAPs aren't even a bad idea. They give you 3.3x leverage on semis without any chance of a margin call. If the market dips, there is a non-zero chance I will be gunning these things.

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@yasutaketinMay 4, 2026 · 3:03 AM

"エヌビディア株は買いか？半導体の強さが市場の天井を示唆する理由 $NVDA $SMH $SPX ・I/Oファンドは、2021年から主力銘柄として保有してきたエヌビディアのポジションを大幅に縮小している。・AIトレンドが「学習」から「推論」へ移行しており、エヌビディアの独占的な地位が脅かされる可能性がある。・2026年にはAIサーバー出荷の約28%をASIC（特定用途向け集積回路）が占めると予測され、GPUのシェアを浸食し始めている。・次世代GPUプラットフォーム「Rubin」の投入が遅れている間に、競合他社がエヌビディアのハードウェアの優位性や高い利益率を切り崩そうとしている。・テクニカル分析では、エヌビディアおよび市場全体が重要な天井（トップ）に近づいている兆候が見られる。・S&P 500などの主要指数が最高値を更新している一方で、他の重要セクターが追随していない「市場の乖離（ダイバージェンス）」が警戒されている。・半導体ETF（SMH）が新高値を更新する一方で、エヌビディア自身がその高値を更新できない現象は、過去に何度も市場反転の予兆となってきた。・「マグニフィセント7」の等金額指数や、金融セクター（XLF）、工業セクター（XLI）などの実体経済に関連するセクターが新高値を更新できていない。・エリオット波動理論に基づくと、現在の半導体セクターの急騰は上昇トレンドの最終局面である「第5波」に該当する可能性がある。・第5波の特徴として、価格が上昇していても出来高やモメンタムが減少しており、これが「ブルトラップ（強気の罠）」になるリスクを孕んでいる。・主要銘柄であるブロードコム（AVGO）や台湾積体電路製造（TSM）のチャートにも、同様の最終上昇局面のサインが現れている。・短期的には大きなボラティリティと調整が予想されるが、長期的な数年単位の強気トレンド自体は継続すると見られている。・投資家に対しては、現在は無秩序に買い向かう時期ではなく、出口戦略を持ってリスク管理を徹底すべき局面であると警鐘を鳴らしている。"

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@spotgammaApr 23, 2026 · 11:14 AM

The market bullish thesis is predicated on this outperformance continuing $SMH Its up 24% since 3/31 Fresh off of 2nd longest winning streak in history (13 days) So stretched. https://t.co/46KPSsraIH

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@amitisinvestingApr 9, 2026 · 6:57 PM

@AuntEstherUgly no, they should have exponentially higher multiples if AI is going to take over a $1T software industry because chip demand will be greater than we can imagine essentially the market, if it is short software, should be giga-long $SMH there is no claude without chips

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@datatrekmbApr 9, 2026 · 3:55 PM

2/2 ...and Semis have it, both in terms of price action and underlying fundamentals. Investors clearly prefer Semis’ near-term earnings visibility over the more uncertain payoff timeline of hyperscalers’ AI investments. $SMH

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@jasonschipsApr 6, 2026 · 5:30 PM

$SMH is actually a fantastic ETF. NVDA is severely undervalued, TSM is now the co-bottleneck alongside memory, Broadcom is historically cheap, semicaps will get a massive WFE cycle, Intel has full backing of USG & CPU shortage. Which also makes it a hard benchmark to beat. https://t.co/TsHavb06FE

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@yasutaketinJan 20, 2026 · 4:09 PM

今年のNISA成長枠は $SMH と $LPTH で埋めた。

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@spotgammaAug 12, 2025 · 1:11 PM

Pretty chunky +17k $SMH put spread for Sep 12 exp - covers the upcoming $NVDA earnings Also note SMH IV's are pretty cheap... https://t.co/mXkgCNqaE2 https://t.co/Ibu3Knhyqn

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@spotgammaJul 30, 2025 · 12:28 PM

$SMH calls are still cheaper than $SPY which makes a nice way to play upside should FOMC/GDP/NFP be duds (as is likely) and then we have META MSFT ARM QCOM etc earnings tonight https://t.co/MVEthYl0HJ

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