I’ve been bullishly cautious on semiconductors for months, expecting one more selloff before the next major breakout. In this video, I update my outlook on $NVDA, $MU, and $AMD, plus the best setup in the sector right now: $ON. Watch now.

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Peter, I understand ON is in a Smart Money Zone and could be a great opportunity. But if semis like NVDA, AMD, MU, etc. pull back hard, wouldn’t that broader sector weakness likely drag ON down too, even if ON itself is in a better accumulation zone?🤔

Correct! But if a trade is meeting bullish structure and SMZ, I have to take it. Unfortunately, I can’t cherry pick For instance, over the past year, MU AMD have moved up massive while NVDA sat sideways I feel this time last year most people would not have an anticipated Nvidia to be at the same spot. All the rest of the sector was moving up.

That makes sense. And actually, if ON gets dragged lower by a broader semiconductor correction while still maintaining its bullish structure, that could potentially create an even better opportunity at a lower price .. especially if the sector eventually stabilizes and rebounds💪

What about $AVGO

Love it at $330

Great insights on the levels! Love it

one thing i noticed folloowing you is you pick a lot of stocks that swing 6-10% a day and try to call the bottom. Not sure if thats how it works. Cifr is one where a 8% down is up 3% and you say you call the bottom. Can we get picks with progressive uptrend?

Hey Julian There are a couple of things to unpack here The first thing to take you into consideration for something like CIFR is that there are internal structure and external structure External structure is the longer timeframe set up, which we did call the bottom on So far price has hit the smart zone and bounced out of that level and is now retesting the smart money on The Shorter timeframe one hour is also doing that As far as picking stocks, they go up or down massively every day due to volatility, it’s not specifically what I’m looking for, but if a Stock is meeting current my criteria, I have to take it

You were epicall wrong on On and Intel…you have no credibility left….

Good sire, What are your thoughts on AVGO?

Loving it long @$330

Can you do one for CRWV IREN NBIS CIFR ETC

I can add them to the list this week 🤝

Can you add $WYFI and $CELH

today might've been it. $MU -5%, $AMD -4%, but $MSFT +2% and $META +3%. the suppliers sold and the buyers didn't, reads more like a rerate on the chip names than demand cracking.

You have no clue about statistics….stop the madness!

No mention of THT bx trends anymore, all he does is smart money zones now

Love $ON and the rest of the power semi group. Very under owned sub sector. $QCOM continues to be the most stable and compelling of the logic chips imo.

So you can see out 6-12 months? Thats bs!

What about $ALAB ? I think all are 30-40% down from there ATH.

Folks…this guy is another reason why you do not seek investment help on X…it’s toxic!

I think you should check $ON on an even higher time frame. The Monthly shows somethigg by different plus the BX has recently flipped 🔴

Correct but that weekly structure has to break down first ✅

$AMD Looks To Have Retested A Flag Today, No?