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VanEck Semiconductor ETF (semiconductors) (SMH)

History · Pro

Creator sentiment

100/100
● Bullish 100%● Neutral 0%● Bearish 0%

2 creators · 2 views · past 7 days

Updated October 20, 2026

The bull case

  • +Covers the entire chip industry with top holdings like Nvidia and TSMC.
  • +Passively managed with a low 0.35% fee, up over 40% year-to-date.
  • +Prefers buying the dip in semiconductors over gold, especially ahead of an anticipated Iran deal.
  • +Kevin Warsh is expected to usher in deflation, which is overall positive for the AI trade and corporations.

The bear case

Nothing notable in the past 7 days.

What StockTubers recently said

Ticker Symbol: YOU BullishOct 19

📹 Dips Never Last. I'm Buying These Stocks NOW.

Covers the entire chip industry with top holdings like Nvidia and TSMC. · Passively managed with a low 0.35% fee, up over 40% year-to-date.

Watch 12:11 →
Meet Kevin BullishOct 17

📹 Prepare: Gold Prices are Set to Skyrocket on THIS DATE.

Prefers buying the dip in semiconductors over gold, especially ahead of an anticipated Iran deal. · Kevin Warsh is expected to usher in deflation, which is overall positive for the AI trade and corporations.

Watch 7:36 →

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