People really trying to say the dumbest things possible with $SOXX RSI at 99
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 Best for mega-cap tech, AI, software, cloud Why: biggest tech leaders exposure 2. Semiconductors $SOXX – iShares Semiconductor ETF $SMH – VanEck Semiconductor ETF Best pure AI hardware play Semis remain one of the strongest subsectors 3. Financials $XLF – Financial Select Sector SPDR Banks, insurance, capital markets Strong during rate stability cycles 4. Energy $XLE – Energy Select Sector SPDR Oil, gas, energy infrastructure Energy has been among the strongest sector performers in 2026 5. Industrials $XLI – Industrial Select Sector SPDR Defense, aerospace, machinery, logistics Strong for infrastructure & manufacturing themes 6. Healthcare $XLV – Health Care Select Sector SPDR Pharma, biotech, devices Defensive + growth blend 7. Consumer Discretionary $XLY – Consumer Discretionary Select Sector SPDR Retail, EV, consumer growth High beta growth exposure 8. Communication Services $XLC – Communication Services Select Sector SPDR Meta, Google, telecom, streaming Strong digital ad trend 9. Cybersecurity $CIBR – First Trust Cybersecurity ETF Fast-growing niche tech theme 10. Utilities / Power Infrastructure $XLU – Utilities Select Sector SPDR Power grid, electricity demand Important AI infrastructure theme as power demand rises My high-growth favorites (2026–2030): Semis ($SOXX/ $SMH) Tech ($XLK/ $VGT) Industrials ($XLI) Energy ($XLE) Cybersecurity ($CIBR) If your focus is disruptive growth, I’d rank them: Semis > Tech > Industrials > Energy > Cybersecurity > Financials > Healthcare > Utilities > Consumer > Communication
Off the late March Lows - High Beta Meme $MEME +59% Bitcoin Miners $WGMI +55% Cannabis $MSOS +38% Semis $SOXX +35% Quantum Computing $QTUM +26% Ark Robotics $ARKQ +23% Copper $COPX +22% Uranium $URNM +20% Silver Miners $SIL +19% Nasdaq 100 $QQQ +16% Bitcoin $IBIT +15% Missing?
2025, an Epic Year $GDX +132% $SIL +132% $REMX +83% $PLTM +76% $NUKZ +72% $COPX +60% $PALL +59% $SOXX +33% $SLX +26% $MAGS +18% $IBIT +14% $TLT +4% Bloomberg data l
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 were a fight, a cage match, they'd stop it.
Got Hard Assets? SILVER SURGES TO ALL-TIME HIGH ABOVE $52.50 AN OUNCE - Bloomberg. 2025 Silver $SLV +73% Nvidia $NVDA +36% Semis $SOXX +27% Bitcoin $IBIT +24% Mag7 $MAGS +15% Tesla $TSLA +2% Amazon $AMZN -1% Apple $AAPL -2%
2025 as of Aug 30th Gold Miners $GDX 86% Silver Miners $SIL 83% Platinum $PLTM 50% Rare Earth Metals $REMX 62% Nuclear $NUKZ 44% Copper Miners $COPX 31% Steel $SLX 22% Palladium $PALL 21% Bitcoin $IBIT 16% Mag7 $MAGS 10% Semiconductors $SOXX 7% US Treasuries $TLT 2% Bloomberg data.
Hard Assets in 2025 Gold Miners $GDX 127% Silver Miners $SIL 126% Rare Earth Metals $REMX 74% Platinum $PLTM 71% Nuclear $NUKZ 60% Copper Miners $COPX 60% Palladium $PALL 37% Semiconductors $SOXX 29% Steel $SLX 27% Bitcoin $IBIT 25% Mag7 $MAGS 20% US Treasuries $TLT 5% Bloomberg data.
2025 Gold Miners $GDX 86% Silver Miners $SIL 83% Platinum $PLTM 50% Rare Earth Metals $REMX 62% Nuclear $NUKZ 44% Copper Miners $COPX 31% Steel $SLX 22% Palladium $PALL 21% Bitcoin $IBIT 16% Mag7 $MAGS 10% Semiconductors $SOXX 7% US Treasuries $TLT 2% Bloomberg data.
@intelarb Semis vs. S&P 500 As liquidity receded, markets have been speaking for weeks now. *The SOXX Semiconductor $SOXX ETF is now -10% off its 2024 highs during the AI revolution, the Mag7 $MAGS is up just +5% YTD. Hard assets are destroying technology. https://t.co/8LhzUDRWZZ
YTD Returns Cameco $CCJ +57% Nuclear ETF $NUKZ +49% Uranium ETF $URNM +26% Semiconductors $SOXX +12% Mag7 ETF $MAGZ +12% *Book Ideas, "When Markets Speak" -- AI power infrastructure -- where the trade is.
One Year - the Rotation Nuclear $NUKZ +66% Nat Gas $AR +27% Semis $SOXX -9% *Will the real AI winners please stand up.
"A Colossal Failure of Common Sense" Semiconductors $SOXX Market Cap: $11.75B Shares Out: 56.5M Total Assets: $11.76B vs. AI Power $NUKZ Market Cap: $257.20M Shares Out: 5.1M Total Assets: $255.74M https://t.co/topWCHkzzJ