Category Archives: Semiconductors

Must Watch Video

August 11, 2026 By in Artificial Intelligence, Ox Talks, Semiconductors Leave a comment

Demarcation Line

In the realm of the surreal, we have this.

Ox Talks gives an update on the latest psychosis concerning funding related to A.I.

All-of-a-sudden, for the first time in history, semiconductors, the chips themselves, are ‘investible assets’; time stamp: 3:08, in the link (not advice, not a recommendation).

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Note:  Posts on this site are for education purposes only.  They provide one firm’s insight on the markets.  Not investment advice.  See additional disclaimer here.

The Danger Point®, trade mark: No. 6,505,279

Micron … Wedge at The Edge

August 10, 2026 By in MU, Semiconductors, SOXX 2 Comments

Demand Evaporating?

Today was supposed to be the day when semis continued their short squeeze grind higher.

It didn’t happen.

Instead, we had various reversal patterns and (down) trendline confirmations.

The trend, channel, and minor wedge on MU, is a good example (not advice, not a recommendation).

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Note:  Posts on this site are for education purposes only.  They provide one firm’s insight on the markets.  Not investment advice.  See additional disclaimer here.

The Danger Point®, trade mark: No. 6,505,279

KKR … Reversal

August 9, 2026 By in S&P 500, S&P, Dow 30, DIA, SPY, SOXX, QQQ, Nasdaq, Semiconductors, Up-Thrust, KKR

Ruh, Roh Moment

While the Dow, S&P, Qs and the SOXX all seem ready to continue higher, KKR, is absent from the party.

There’s an up-thrust reversal from resistance, then decline to minor support (dashed grey line).

Volume is increasing as price action nears that level.

The suggestion then, is the support will fail (not advice, not a recommendation).

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Note:  Posts on this site are for education purposes only.  They provide one firm’s insight on the markets.  Not investment advice.  See additional disclaimer here.

The Danger Point®, trade mark: No. 6,505,279

AMD … Bulls, Back-Off

August 6, 2026 By in AMD, Semiconductors, SOXX

Volume Contracts

When volume drops off over 50% from one session to the next, it’s significant.

Yesterday’s update was unsure whether AMD was headed straight down, going to test, or morph into something else.

Looking at the chart, so far it’s a test (not advice, not a recommendation).

We’ll find out tomorrow, if that test is complete.

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Note:  Posts on this site are for education purposes only.  They provide one firm’s insight on the markets.  Not investment advice.  See additional disclaimer here.

The Danger Point®, trade mark: No. 6,505,279

AMD … Countdown to Collapse?

August 5, 2026 By in AMD, Artificial Intelligence, JBL, JBL-26-07, Semiconductors 1 Comment

It’s The ‘Fundamentals’ … Not

AMD is not the only ticker with a perfect, or near-perfect Fibonacci count; Jabil (JBL) has one as well (not advice, not a recommendation).

For JBL, from the all-time highs to today’s nascent reversal, is a Fibonacci 34 Days.

Seen in the AMD chart, its Fibonacci counts thus far, indicate probability for inflection points.

As is typical with this type of analysis, as soon as it’s obvious, it morphs into something else.

The question for AMD: Will it post straight down from here, a test, then down, a recovery higher, or something else?

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Note:  Posts on this site are for education purposes only.  They provide one firm’s insight on the markets.  Not investment advice.  See additional disclaimer here.

The Danger Point®, trade mark: No. 6,505,279

Mass Screaming Hysteria

August 4, 2026 By in Semiconductors, SOXX, Up-Thrust, ZeroHedge

FOMO

According to the finical press, it was mass screaming hysteria as stocks ‘short squeezed’ to all-time highs, link here.

However, one sector noticeably absent from the crazed party, were the semiconductors.

In fact, during the past month or so, the SOXX has gone from market leader to laggard (not advice, not a recommendation).

As we’ll see below, there’s also an interesting pattern; an a-b-c correction to a minor up-thrust.

Semiconductors SOXX, Daily

Note the inflection points at Days 1 and 3, with today, a potential inflection, at Day 5.

This price action is typical of a move to higher levels, potentially the top of the range and farther.

However, if the SOXX stalls at this point and reverses, it indicates severe weakness (not advice, not a recommendation).

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Note:  Posts on this site are for education purposes only.  They provide one firm’s insight on the markets.  Not investment advice.  See additional disclaimer here.

The Danger Point®, trade mark: No. 6,505,279

ON Semi … After-Hours

August 2, 2026 By in ON, Semiconductors, SOXX

Higher or Lower?

ON Semiconductor, is scheduled to report after-hours on Monday, link here.

If the overall sector (SOXX) is still continuing an upside squeeze, then ON could break higher on the earnings (not advice, not a recommendation).

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Note:  Posts on this site are for education purposes only.  They provide one firm’s insight on the markets.  Not investment advice.  See additional disclaimer here.

The Danger Point®, trade mark: No. 6,505,279

Jabil … Volume at Support

July 28, 2026 By in Artificial Intelligence, JBL, JBL-26-06, Semiconductors, SOXX

Similar to the SOXX?

We just saw what happened to the SOXX when volume increased at support, link here.

From that update:

“Instead of volume contracting on the test (sellers backing away), it has increased (blue arrow).”

Next session, SOXX broke lower and kept on going.

Now, Jabil closed near support; volume increased 43.2% over the prior session.

It’s also possible, price action is posting a trading channel Fibonacci 13-Days wide (not advice, not a recommendation).

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Note:  Posts on this site are for education purposes only.  They provide one firm’s insight on the markets.  Not investment advice.  See additional disclaimer here.

The Danger Point®, trade mark: No. 6,505,279

Semis … Set The Stage

July 24, 2026 By in Artificial Intelligence, Semiconductors, SOXX, Wyckoff 1 Comment

This, Is The Spot

Well, ladies and gentlemen, we’re at the spot where any move, in any direction, may set the stage for what’s to come.

Last Friday, the SOXX penetrated support, then rebounded in the initial stages of a Wyckoff spring.

Today, price action came back to test.

This type of behavior is bullish, suggesting a move higher; however, there’s a problem.

Instead of volume contracting on the test (sellers backing away), it has increased (blue arrow).

For the test to indicate probability of complete, Monday’s open needs to be higher, with a new daily high (not advice, not a recommendation).

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Note:  Posts on this site are for education purposes only.  They provide one firm’s insight on the markets.  Not investment advice.  See additional disclaimer here.

The Danger Point®, trade mark: No. 6,505,279

Nvidia ‘Corrects’ Higher

July 13, 2026 By in Artificial Intelligence, NVDA, Semiconductors 1 Comment

Targeting Resistance?

June 5th was a 4-pt. downward gap open, then lower close; down 13.56-pts, or -6.20%.

Price action may be targeting this area in an attempt to fill the gap (not advice, not a recommendation).

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Note:  Posts on this site are for education purposes only.  They provide one firm’s insight on the markets.  Not investment advice.  See additional disclaimer here.

The Danger Point®, trade mark: No. 6,505,279