VANECK SEMICONDUCTOR ETF. Every tracked FinTwit mention of $SMH, newest first. 29 mentions since the first on Jul 30, 2025. See the price chart.
June 2026 · 1 mention
Jun 1
Jason's Chips — $NVDA is an extremely compelling mean-reversion trade.
After almost a year of staying perfectly flat (underperforming $SOXX by 120%!) while numbers continue to move up, $NVDA trad…↗
May 2026 · 17 mentions
May 28
SpotGamma — .@OJRenick just noted the surge in put vs calls for $SMH
Dealers have negative gamma across the board - but particularly to the downside. That means ✱if✱ there is (ever) downside…↗
May 28
Nick Colas & Jessica Rabe (DataTrek) — US large cap Semiconductor stocks just delivered their strongest outperformance versus the S&P 500 in 25 years, even surpassing the sharp bear market rebounds in the early 2000…↗
May 25
Jason's Chips — > be $TSM
> monopoly on leading edge silicon, $INTC and samsung are losers
> N3 wafers in critical shortage, at 300% utilization
> tokens most valuable commodity on earth. every c…↗
tae kim — NEVER FORGET. CHIPS CHIPS CHIPS $SMH $SOXX $DRAM $EWY↗
Apr 28
tae kim — I have been pounding the table over and over on this AI agent megatrend for the last few months. It should be CLEAR and OBVIOUS to ANYONE paying attention.
$NVDA $AMZN $GOOGL $MS…↗
Apr 26
InvestmentGuru — Semis Signal | $SMH vs $SOXS
$SMH is flashing overbought after a strong run — the easy money on this leg may already be made.
$SOXS sitting in oversold territory tells the other si…↗
Apr 23
SpotGamma — 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.…
October 2025 · 1 mention
Oct 15
Lawrence McDonald — 2025
Hard Assets $XME +94%
AI - Nvidia $SMH +40%
AI Semis $SOXX +32%
Mag7 $MAGS +17%
*The much-heralded SMH ETF unched (0.00%) since Oct 2 with XME Metals up another 20%, if it w…↗
August 2025 · 1 mention
Aug 12
SpotGamma — 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↗
July 2025 · 1 mention
Jul 30
SpotGamma — $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 htt…↗
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 20
amit — 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…↗
May 19
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
May 18
Jason's Chips — Leopold released his 13F and uhh... WHAT IS THIS?
Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML
Bro turned into Michael Burry
However, the fact that he was in these positio…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
Mo — $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…↗
May 9
InvestmentGuru — THE MEMORY SUPERCYCLE — and you can play it with ETFs right now.
4 tickers. Different risk levels. Same mega-theme.
$DRAM — +80.3% YTD
→ The pure-play memory ETF
→ SK Hynix 26%…↗
Jason's Chips — $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…↗
May 3
InvestmentGuru — These are 10 of the strongest and most liquid sector ETFs in market right now—good for long-term exposure and sector rotation:
1. Technology
$XLK – Technology Select Sector SPDR
B…↗
The Future Investors — Anthropic’s launches and the effect on different parts of the markets 👀👇
$SMH Semiconductors | +19.5% 📈
$SPY S&P 500 | +0.3% 📈
$XLK Tech | -1.3% 📉
$QQQ Nasdaq 100 | -1.…↗
Apr 8
Serenity — This has gotta be the biggest taco supreme I’ve ever seen?
Yesterday: “GG Iran as a civilization”
Today: “Hurray for World Peace, Iran can reconstruct, US is helping flow of pass…↗
Apr 7
Carolyn Boroden — $SMH cluster held....but now getting close to resistance where you want to trail up stops https://t.co/Ko3w5VulKv↗
Apr 6
Jason's Chips — $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…↗