Bluesky · Hashtag

#$SMH

100
posts · 30d
32
users
3
posts / day
3.1
posts / user
-42% vs last week

#$SMH is an active hashtag on Bluesky. In the last 30 days, 32 people shared 100 posts with it — around 3 a day. Activity is down 42% versus the previous week, peaking on Jul 9 with 10 posts.

#$SMH posts per day (last 30 days)

Posts with #$SMH

Tom Hearden
@followtheh.bsky.social
about 2 months ago
because this is time is different people forget one sign of bubble tops is a ramp up in day to day volatility $SMH with one day percent changes in blue - look how many days in the past two months have massive moves
1 3 26
Conor Sen
@conorsen.bsky.social
2 months ago
After hours $SMH is back to May 8th levels. Flat for 4 weeks!
3 1 22
No Sunk Costs
@nosunkcosts.bsky.social
about 2 months ago
Currently the 10 year total return gap between $SPY and $SMH is 23% annualized I'd be suprised if there was any 10 year period in history with a wider subsector gap vs the index than this one... and the index itself did ~15% annualized SPX Ex Tech is a proxy for index ex-Semis.. even worse
1 3 22
Luke Kawa
@ljkawa.bsky.social
4 months ago
Software $IGV and semis $SMH are the most negatively correlated ever (based on 63-day correlation of daily excess returns vs $SPY)
5 4 21
Tom Hearden
@followtheh.bsky.social
2 months ago
$NVDA is 15% of $SMH - since reporting earnings a week ago it's down 6% and $SMH is <up> 9%
1 0 19
Tom Hearden
@followtheh.bsky.social
11 days ago
<— will be surprised if that wasn’t a short term low in $SMH I think if you go back to like May 4th on the chart it’s where it broke out
0 0 11

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