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$10,000 in SOXL Became $131,000 in 13 Months, but Almost Nobody Held It
24/7 Wall St.74d agoneutral
$10,000 in SOXL Became $131,000 in 13 Months, but Almost Nobody Held It

Ten thousand dollars in Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) on May 27, 2025 was worth about $131,000 thirteen months later, and almost nobody you know actually held it the whole way. That is the punchline and the problem. The fund closed at $225.79 on May 26, 2026 against a $17.24 starting price on ... $10,000 in SOXL Became $131,000 in 13 Months, but Almost Nobody Held It

The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names
24/7 Wall St.76d agoneutral
The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names

A $10,000 position in Invesco Semiconductors ETF (NASDAQ:PSI) on the last trading day of 2025 was worth ~$20,496 by the close on May 26, 2026, and that is the kind of arithmetic that ruins dinner parties. Your brother-in-law at Goldman is up 10.07% in the S&P 500. Your friend who only buys the Nasdaq 100 ... The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names

After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
24/7 Wall St.78d agoneutral
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade

After three years of hyperscaler capital spending feeding through to chip designers, foundry capacity, and lithography backlogs, the semiconductor ETF complex has separated into distinct buckets. iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) are the three broad U.S.-listed vehicles that capture the trade in clean, liquid form. ... After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Si

The Most-Compared ETFs Right Now — And What They Reveal
etf.com79d agoneutral
The Most-Compared ETFs Right Now — And What They Reveal

<p>ETF.com's Comparison Tool logged nearly 97,000 user sessions over the past 28 days, revealing four dominant investor themes: semiconductor ETFs (led by the SMH vs. SOXX matchup with 2,478 users), large-cap growth ETF selection (SCHG, VUG, QQQM, and QQQ), nuclear and uranium energy, and momentum factor investing via SPMO. T-bill ETFs and core portfolio fundamentals round out the most-searched comparisons, painting a picture of a highly engaged, research-driven investor base thinking hard about

The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain
24/7 Wall St.79d agoneutral
The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain

High-bandwidth memory has become the choke point in the AI buildout, as NVIDIA’s Blackwell accelerators rely on stacked DRAM modules that only three companies can produce at scale, and the order books for those modules are reportedly stretching past 2027. Investors trying to express that thesis through a single ticker have three obvious vehicles: the ... The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain

After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss
24/7 Wall St.79d agobearish
After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss

Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, and the price action shows it: the iShares Semiconductor ETF (NASDAQ:SOXX) is up 87% year to date. The software layer, where applications, model providers, and enterprise platforms turn raw compute into recurring revenue, has trailed that ... After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss

ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again
24/7 Wall St.79d agoneutral
ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again

One hundred thousand dollars dropped into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) on May 28, 2025 was worth around $1.28 million by the close on May 27, 2026. People who bought a 3x leveraged semiconductor fund into the back half of the AI capex cycle and held are laughing their way to the bank, ... ETF Turns $100k to $1.28m in 1 Year. Reddit Says It’ll Double Again

Google Gemini 3.5 Looks Like a Legit Flex, Yet Alphabet Stock Keeps Slipping — Is This a Glorious Buying Opportunity?
24/7 Wall St.80d agobullish
Google Gemini 3.5 Looks Like a Legit Flex, Yet Alphabet Stock Keeps Slipping — Is This a Glorious Buying Opportunity?

The AI trade is really starting to take off, but much of the gains, at least of late, have been concentrated within the same old, same old. The semiconductor trade has continued to melt up at a staggering pace. Just when you thought that the trade was going to implode and Dr. Michael Burry, who’s ... Google Gemini 3.5 Looks Like a Legit Flex, Yet Alphabet Stock Keeps Slipping — Is This a Glorious Buying Opportunity?

SOXL Lost 90 Percent in 2022 While Semiconductors Themselves Fell 35 Percent, And the Daily Reset Math Hasn’t Changed
24/7 Wall St.81d agoneutral
SOXL Lost 90 Percent in 2022 While Semiconductors Themselves Fell 35 Percent, And the Daily Reset Math Hasn’t Changed

Semiconductors have been the trade of 2026, and the Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) has been the vehicle retail traders keep reaching for. SOXL is up about 291% year to date and roughly 792% over the past year, and inflows have followed the chart. The same math that produced those gains produced a ... SOXL Lost 90 Percent in 2022 While Semiconductors Themselves Fell 35 Percent, And the Daily Reset Math Hasn’t Changed

Micron Jumps 12% After Price Target Raise From $535 to $1,625: Here’s What’s Driving Wall Street’s Most Bullish Target
24/7 Wall St.81d agobullish
Micron Jumps 12% After Price Target Raise From $535 to $1,625: Here’s What’s Driving Wall Street’s Most Bullish Target

Shares of Micron Technology (NASDAQ:MU) are up 12% to $843 after UBS raised its price target on MU stock to $1,625 from $535. The firm maintained its Buy rating, and the new figure now stands as the most bullish target on Wall Street. The magnitude of the raise is the story. UBS analyst Timothy Arcuri ... Micron Jumps 12% After Price Target Raise From $535 to $1,625: Here’s What’s Driving Wall Street’s Most Bullish Target

DRAM’s 49 Percent Korea Weighting Means Half the Fund Trades While New York Is Closed
24/7 Wall St.81d agoneutral
DRAM’s 49 Percent Korea Weighting Means Half the Fund Trades While New York Is Closed

Korea has two large memory companies: Samsung and SK Hynix. Meanwhile, the Roundhill Memory ETF (BATS:DRAM) has done what hot launches do: rip. The fund is up 90% since its April 2, 2026 inception, and it has $10.38 billion in fund assets under management, and added more than $1 billion in a single day on ... DRAM’s 49 Percent Korea Weighting Means Half the Fund Trades While New York Is Closed

Salesforce, Other Software Stocks Are Scraping Themselves Off the Floor
Barrons.com85d agoneutral
Salesforce, Other Software Stocks Are Scraping Themselves Off the Floor

Now software stocks are scraping themselves off the floor—but are still behind the curve as big investors stick with what has worked. Jefferies software analyst Brent Thill calls the rebound a correction from an overblown selloff. While semi stocks rode the wave of the AI data center investment boom last year, sentiment soured on enterprise software makers like Atlassian, Workday and Salesforce.

Chip Stocks Rise to Record Level. Don't Thank Nvidia.
Barrons.com85d agoneutral
Chip Stocks Rise to Record Level. Don't Thank Nvidia.

A popular semiconductor ETF is readying to close at a record level. Nvidia isn't helping. On Friday, iShares Semiconductor ETF traded at a new intraday record of $539.64. At its current pace, it's ready to surpass its record close of $532.