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Nick Colas & Jessica Rabe (DataTrek)

@datatrekmbMacro17.1k followers

Nick Colas & Jessica Rabe (DataTrek)

@datatrekmbMacro17.1k followers

Past 12mo:291mentions67tickers141posts

$SMH· VANECK SEMICONDUCTOR ETF

7 mentions since Feb 2026calls only

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About this voice

@datatrekmb has posted 141 times over the past 12 months, generating 291 cashtag mentions across 67 distinct tickers. The technology sector dominates their coverage, with $XLK leading at 24 mentions, followed by $NVDA with 23 mentions, $TSLA with 20 mentions, $MSFT with 19 mentions, and $GOOG with 16 mentions. The account's macro-focused analysis frequently intersects with individual stock discussions, particularly around semiconductor and large-cap technology themes.

AI-generated from tracked posts · updated Jul 16, 2026

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Recent mentions

7 posts

@datatrekmbMay 28, 2026 · 2:58 PM

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 2000s. $SMH https://t.co/3KuatY6S3K

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@datatrekmbApr 30, 2026 · 3:14 PM

Small cap Energy ( $PSCE) is outperforming Semis ( $SMH) YTD, highlighting the importance of maintaining an Energy index weight.

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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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@datatrekmbMar 9, 2026 · 7:02 PM

The $IGV/ $SMH pairs trade recently hit a +4 standard deviation move in favor of Semis, but the ongoing oil price shock is forcing a speedy repudiation of the “AI quickly disrupts Software” stock market meme. This is the best ex of how narratives have changed over the last week.

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@datatrekmbMar 9, 2026 · 3:34 PM

Fresh volatility has squashed the “AI is going to kill Software” meme for now; $MSFT/IGV were up +4%/+8% last week. This is, in fact, just one example of the dramatic shift in market narratives over the last week. $SMH $IGV

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@datatrekmbFeb 12, 2026 · 7:00 PM

$QQQ has double the exposure to Semiconductors as Software despite holding the same number of positions in each. That’s a feature of indexing, not a bug. It awards winners with more weighting and losers with less. Semis are rallying this year as Software has swooned. $IGV $SMH

Open on X

@datatrekmbFeb 3, 2026 · 11:22 PM

Over the last 100 trading days, Semis outperformed Software by 56 points, an all-time high and nearly 5 standard deviations above the long-run average. $SMH $IGV

Open on X

Who is Nick Colas & Jessica Rabe (DataTrek)?

Nick Colas & Jessica Rabe (DataTrek) (@datatrekmb) is a FinTwit voice tracked on Surfaced in the Macro category with 17.1k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @datatrekmb mention most?

Over the past 12 months, @datatrekmb's most-mentioned tickers are $XLK, $NVDA, $TSLA, $MSFT, $GOOG — $XLK leads with 24 mentions.

When did @datatrekmb first mention $XLK?

@datatrekmb's first tracked mention of $XLK was on Dec 16, 2025.

How active is @datatrekmb?

In the past 12 months, @datatrekmb posted 141 times carrying cashtag mentions, totalling 291 mentions across 67 distinct tickers.