$SMH — dispatch coverage
12 public MyJunto dispatches mentioning $SMH, newest first.
Analyst stance
13 tracked analysts6 bullish2 neutral5 bearish
- @traderstewie-1.3%bullish
- @optionshawk-15.3%bullish
- @alphatrendsneutral
- @mr_derivatives-10.3%bearish
- @alphaticaio-1.6%bullish
- @bespokeinvest+7.3%bearish
- @kimblecharting+3.0%bearish
- @blackscholesman+1.3%bearish
Dispatches
- Bond Vigilantes Trump Fed Dovishness—Real Rates Spike as Equities Unwind Into Defense + RWA Stealth PlaysSep 10, 2026CC Research
- FOMC Rate Hike Odds Jump 150% as Carry Trade Unwind Signals Macro Inflection—Defense Optionality RewardedJul 28, 2026CC Research
- Korea Cascade Turns Liquidation Candles Into Robotics + Defense Allocation; $BB Reprices as QNX OEM Contracts Go LiveJul 14, 2026CC Research
- Defense Optics Lock + Software Supercycle Priced; Starbucks AI Blow Signals Enterprise SaaS Margin CompressionJul 10, 2026CC Research
- System Liquidity Holds Into June 13 BoJ Inflection; $BB/$LPTH Catalysts Executing Regardless of Macro NoiseJun 8, 2026CC Research
- $BB Earnings Sprint + Semis Correction Imminent; $LPTH M&A Window Tightening Into Japan Catalyst WeekJun 7, 2026CC Research
- Crypto Structural Capitulation Feeding $BB/$IOVA De-Risk; Semis Invalidation Pending Into $SPCX Mega-IPO WindowJun 7, 2026CC Research
- Crypto Capitulation Feeding Equities; $BB Earnings Sprint Enters Final Phase; $LPTH Japan Timing Too Tight to IgnoreJun 6, 2026CC Research
- Crypto Capitulation Fueling Equity Rotation; $IOVA Institutional Now; Semis Due Correction Into Mega-IPOsJun 6, 2026CC Research
- Equity Shorts Print While Semis Face Correction Risk; $IOVA TIL Thesis Now InstitutionalJun 6, 2026CC Research
- $IOVA Cell Therapy Thesis Now De-Risked; $BB Earnings Sprint Enters Final Week; $LPTH Japan Signal Still HeatingJun 5, 2026CC Research
- $BB Breaks $10 on QNX Earnings Preview—Software Moat Finally Priced InJun 4, 2026CC Research