Ex Nihilo
52 posts

Ex Nihilo
@ExNihilo498746
CEO within Private Equity, Part-Time Trader.
Spain Katılım Şubat 2026
13 Takip Edilen15 Takipçiler

For bears 👀’s only:
$QQQ we could close above the weekly bolllinger bands for the 4th week in a row.
The last time it did something like this was waaaaay back in January 2018.
What happened right after?
The QQQ dropped -12.5% over the next two weeks.
Tossed you a bone. Do something with this bears. ANYTHING.
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@nmlefty @Mr_Derivatives Meet in the door. I’m headed the other direction.
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@Mr_Derivatives Is this then not the time to put the shorts on? Nothing last forever and it will eventually reverse. Too frothy…
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@Mr_Derivatives And you? How’s your short looking. Mine not too good tbh
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@ExNihilo498746 @Mr_Derivatives @davidjegger1 It’s not a matter of time. These best thing to do is buy the Soxx, not short it.
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@Mr_Derivatives @davidjegger1 It’s a good feeling to add when you know it’s just a matter of time. I’m down so far building the position Thursday and Friday last week but will add if it continues to defy gravity. BIG pay day coming…
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Semis most overbought ever

zerohedge@zerohedge
*PHILADELPHIA SEMICONDUCTOR INDEX RISES FOR 18TH STRAIGHT DAY
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US semiconductor stocks just saw another historic day:
The semiconductor sector outperformed the software sector by +8.4 percentage points on Thursday, the biggest one-day outperformance on record.
Since April 2025, the ratio of semiconductor stocks relative to software stocks has fallen -70 points, to the lowest in history.
This comes as the Semiconductor Index, $SOX, has rallied +183% over this period.
At the same time, software stocks are up just +5%.
$SOX, has now closed higher for 17 consecutive trading sessions, the longest streak in history.
Investors are rotating from software to semiconductor names at an unprecedented rate.

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