Thinking About The Semiconductor Pullback And Positioning (NYSEARCA:SPY)
· seekingalpha.com
SOXX is down 20% after a huge rally—normal volatility in a semiconductor super-cycle fueled by hyperscaler capex.
The semiconductor space is undergoing a bit of a shake out at the moment. If we take the iShares Semiconductor ETF (NASDAQ: SOXX ) as a proxy for the broader ec...