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Slope of Hope

Semiconductor Review

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0:01lesson

Semiconductor sector overview

  • White hot sector in 2026
  • ETFs like SOXL show leveraged behavior
  • Multiple peaks in 2022, 2024, 2026
2:15SOXL· ticker

SOXL — leveraged semiconductor ETF

  • Topped out in 2022, 2024, 2026
  • March 2026 vaulted above resistance
  • Energy depleting with each successive high
  • Current decline after lifetime highs
4:17AAOI· ticker

AAOI — Applied Optoelectronics

  • History of topping and dropping
  • Recent rounded top forming
  • Starting to break down
  • Shorted with stop at horizontal
6:15AMD· ticker

AMD — semiconductor stock

  • Thousands of percent gain
  • Recent stall at resistance
  • No longer blasting to lifetime highs
  • Weeks of consolidation
8:08ARM Holdings· ticker

ARM Holdings — stock behavior

  • Dramatic gap after lifetime high
  • Gap serves as resistance
  • Long-term topping pattern
  • Shorting strategy with stop
8:09AVGO· ticker

Broadcom — stock resistance

  • Lower high set
  • Stall at resistance
  • Longer-term picture less relevant
  • Potential rally resistance point
8:10AXTI· ticker

AXTI — stock history

  • Years of topping and dropping
  • Inverted cup with handle pattern
  • Completed and broken down
  • Shorted with stop at 78
9:00SOXS· ticker

SOXS — inverse SOXL

  • Shows signs of life
  • Degradation over time
  • Not suitable for long-term bearish
  • Day trading only
9:30SOX· ticker

SOX — semiconductor index

  • Bull market since 18 years ago
  • Exceptionally lofty price level
  • Price gap may signal turning point
  • Potential for correction
10:00SMH· ticker

SMH — semiconductor ETF

  • Similar to SOX index
  • Long January 2027 puts
  • Tight stop at price gap
  • Trade idea based on gap

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