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Benzinga1d agobearish

Nvidia, AMD Bulls Beware — Wall Street's Most Crowded Trade Just Flashed A Sell Warning

Bank of America’s May Global Fund Manager Survey landed this week with a finding that should give every semiconductor bull pause. A record 73% of professional investors now call “long global semiconductors” the most crowded trade on the planet, up from 24% in April, the steepest one-month jump on record in the survey’s history of tracked positioning. Nvidia Corp. (NASDAQ:NVDA), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology (NASDAQ:MU) and Intel Corp. (NASDAQ:INTC) anchor that crowd

MT Newswires1d agobearish

Tech Falters, Undercuts Wall Street Pre-Bell; Asia Mixed, Europe Up

Wall Street futures pointed moderately lower pre-bell Tuesday as traders again viewed tech issues wa

Motley Fool14d agobearish

Selling Pressure in Chip Stocks Is Easing. Is SMH the Best Way to Play the Rebound?

There's no stopping the AI train, and the VanEck Semiconductor ETF is among the best ways to buy a ticket.

AMZN GOOGL INTC META NVDA SMH

24/7 Wall St.22d agobearish

SMH Was the One of the Best-Performing Non-Leveraged ETFs of the Last Decade. Here Is the Concentration Risk Investors Miss

Forget Bitcoin, gold, or the occasional WallStreetBets options trade that pays off. One of the biggest winners of the last decade has been the VanEck Semiconductor ETF (NASDAQ: SMH). Over the trailing 10-year period as of March 31, 2026, SMH delivered a 31.34% annualized return at net asset value. That’s exceptional compounding over a sustained ... SMH Was the One of the Best-Performing Non-Leveraged ETFs of the Last Decade. Here Is the Concentration Risk Investors Miss

SMH