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← @jonahlupton

$INTC

BEARISH2026-09-29
Price around the call
↓ 2026-09-29
By horizonMaturing · ~4 trading days to go
1d
…
5d
✓ -7.8%
21d
…
Original post
Jonah Lupton · 2026-09-29

Pick your ETF for the next 2 years... $DRAM (memory) vs $SMH (semis)... $DRAM top 7 holdings... Micron... trading at 7x NTM EPS SK Hynix... trading at 4x NTM EPS Samsung... trading at 4x NTM EPS Seagate... trading at 25x NTM EPS Western Digital... trading at 22x NTM EPS Sandisk... trading at 8x NTM EPS Kioxia... trading at 4x NTM EPS average... 10.5x NTM EPS $SMH top 7 holdings... Nvidia... trading at 19x NTM EPS Taiwan Semi... trading at 23x NTM EPS Broadcom... trading at 20x NTM EPS Micron... trading at 7x NTM EPS AMD... trading at 54x NTM EPS ASML... trading at 31x NTM EPS Lam Research... trading at 33x NTM EPS average... 26.7x NTM EPS **I'm very surprised $INTC is not a top holding in $SMH

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