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| The price action of Semiconductors (SOXX) sector is shaped by numerous forces, ranging from broad macroeconomic trends to company-specific performance and market structure. The overall sentiment for Semiconductors sector is very positive (overall 2.4, positive 2.8, negative -0.4) on 20251116. The forces of Sentiment towards Fundamentals (2.1), Price Level (2), Option Speculation (1.5), and Broad Market Trend (-0.1) will drive up the price. The forces of Valuation Sentiment (-0.2), Sector Price Trend (-0.5), and Market Risk Prefrence (0) will drive down the price. 'Buy the dips' is the preferred trading strategy. Hourly SMA 20 trend line is likely to provide a support from any pullbacks. The swing to upside will be significant considering the high positive sentiment forces (2.8). The extreme bullish overall sentiment (2.4) may signal the top of this uptrend. The sentiment for Broad Market Trend is calculated based on SPY trend. The sentiment for Sector Price Trend is calculated based on SOXX trend. The sentiment for Option Speculation is calculated from put/call ratio. The Risk Prefrence is calculated from Bitcoin price trend. Price Level sentiment is positive when oversold, and negative when overbought. Valuation Sentiment, and Sentimentals towards Fundamentals are extracted from headlines and market commentary. All sentiment scores are normalized on a -10 - +10 scale. |
| Date | Attention | Average Attention | Price | Price Level | Change | SMA10 Trend | Market Sentiment | Trend Sentiment | Fundamentals | News Sentiment |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-16 | 6% | 5.3% | 1.4 | -0.5 | 2.1 | 5.2 | ||||
| 2025-11-15 | 3% | 5.3% | 1.7 | -0.5 | 2.2 | 1.4 | ||||
| 2025-11-14 | 4% | 5.7% | 288.52 | 17 | -0.3% | -0.6% | 1.9 | -0.5 | 2.2 | 3.1 |
| 2025-11-13 | 5% | 5.9% | 289.38 | 20 | -3.43% | -0.53% | 2 | -1.1 | 2.3 | 3.3 |
| 2025-11-12 | 6% | 5.9% | 299.67 | 56 | 1.53% | -0.33% | 2.2 | -0.4 | 2.1 | 5.8 |
| 2025-11-11 | 7% | 5.6% | 295.15 | 43 | -2.31% | -0.33% | 1.9 | -0.2 | 1.9 | 3.9 |
| 2025-11-10 | 6% | 5.3% | 302.13 | 66 | 2.63% | -0.03% | 2.8 | -0.5 | 1.6 | 4.9 |
| 2025-11-09 | 6% | 5.4% | 2.6 | -0.3 | 1.5 | 3.1 | ||||
| 2025-11-08 | 6% | 5.3% | 3.5 | -0.3 | 1.5 | 2.8 | ||||
| 2025-11-07 | 5% | 5.3% | 294.38 | 46 | -0.99% | -0.07% | 0.3 | -0.3 | 1.5 | 4.3 |
| Both emotion scores and sentiment scores are calculated in a -10 - +10 scale. | The price level reaches 100 at Bollinger upper band, and zero at lower band. |
| 1 (8) Warburg-Backed Princeton Enters Korea With First Data Center Princeton Digital Group, a data center operator in Asia backed by Warburg Pincus, plans to invest $700 million in its first South Korean campus to power artificial intelligence development in the country. (https://www.bloomberg.com/) Sun. Nov 16, 2025 | |
| 2 (5) Goldman Sachs unveils its 10-year playbook — and AI is at the heart of it Cyclical forces periodically influence markets, but Goldman Sachs expect long-term drivers to be structural. (https://www.cnbc.com/) Sun. Nov 16, 2025 | |
| 3 (8) 16 Words From Amazon's Andy Jassy That Represent Spectacular News for Nvidia Investors Ahead of Nov. 19 Nvidia's benefited greatly from the AI boom, thanks to the strength of its chips. (https://www.fool.com/) Sun. Nov 16, 2025 | |
| 4 (-5) Data Center Volatility, Batteries And The Electric Grid's New Reality ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero (https://www.zerohedge.com/) Sun. Nov 16, 2025 | |
| 5 (7) Consumer Tech News (Nov 10-14): China Lifts Rare Earth Export Ban to U.S., Microsoft and Google Invest Billions in AI Data Centers & More China ends year-long gallium, germanium, and antimony export ban to the U.S., following the high-profile Trump-Xi meeting and trade negotiations. Microsoft invests $10B in AI data centers in Portugal and Atlanta; Alphabet allocates $6.4B for German infrastructure expansion. (https://www.benzinga.com/) Sun. Nov 16, 2025 | |
| 6 (8) 500 Billion Reasons to Buy Nvidia Stock Like There's No Tomorrow Nvidia is expected to generate record data center revenue over the next year. (https://www.fool.com/) Sun. Nov 16, 2025 | |
| 7 (5) How much of the AI data center boom will be powered by renewable energy? According to a new report from the International Energy Agency, the world will spend $580 billion on data centers this year — $40 billion more than will be spent finding new oil supplies. (https://finance.yahoo.com/) Sun. Nov 16, 2025 | |
| 8 (2) Better AI Stock: SoundHound vs. Taiwan Semiconductor AI stocks are booming, but not all of them look like a good deal. (https://www.fool.com/) Sun. Nov 16, 2025 | |
| 9 (8) Elon Musk Says It's 'Mindblowing' How Much Money Is Being Spent On AI Compute As Google Announces $40 Billion Investment In Texas Elon Musk called Alphabet's $40 billion Texas investment in AI infrastructure "mind-blowing," highlighting the rapid growth of AI computing demand. (https://www.benzinga.com/) Sun. Nov 16, 2025 | |
| 10 (8) 5 big analyst AI moves: ’Breakout quarter’ expected for Nvidia, Micron at Top Pick 5 big analyst AI moves: ’Breakout quarter’ expected for Nvidia, Micron at Top Pick (https://www.investing.com/) Sun. Nov 16, 2025 | |
| 11 (5) Billionaire Philippe Laffont Sells Nvidia Stock and Buys a Mega-Cap AI Stock Down 23% From Its High Hedge fund superstar Philippe Laffont just made Meta Platforms his largest holding. (https://www.fool.com/) Sun. Nov 16, 2025 | |
| 12 (4) The Ultimate Quantum Computing Stock Is Hiding in Plain Sight Don't make it more complicated than it needs to be. (https://www.fool.com/) Sun. Nov 16, 2025 | |
| 13 (4) ASML CEO says Dutch-China tension has not hit chip-gear maker AMSTERDAM (Reuters) -ASML's CEO said the Dutch chip-gear maker has not been affected by tensions between The Netherlands and China over the Dutch government's takeover of chipmaker Nexperia. "It will not affect our business in the short term", ASML CEO Christophe Fouquet said in a Dutch television interview, adding he believes the worst of the crisis is over. A standoff between Nexperia's European business and itsChinese plant, triggered by the Dutch seizure of the company over concerns about technology transfer, has snarled supply of its chips, which are crucial for the global automotive market. (https://finance.yahoo.com/) Sun. Nov 16, 2025 | |
| 14 (6) Samsung, Hyundai announce domestic investments after US-South Korea trade deal SEOUL (Reuters) -Samsung Electronics, Hyundai Motor and other major South Korean manufacturers on Sunday unveiled domestic investment plans, as a U.S. trade deal raised concern investment in the U.S. could weaken manufacturing at home. Samsung Electronics will add a chip production line at its plant in the South Korean city of Pyeongtaek to meet rising demand amid the global boom in artificial intelligence, as part of the parent group's 450 trillion won ($310.79 billion) investments at home over the next five years, the company said. Samsung's announcement came as South Korean President Lee Jae Myung held a meeting on Sunday with the country's business leaders, after a U.S. trade deal including a South Korean promise to invest $350 billion in U.S. strategic sectors was finalised on Friday. (https://finance.yahoo.com/) Sun. Nov 16, 2025 | |
| 15 (8) Why These Wall Street Experts Expect Big Things From Nvidia's Earnings Report Next Week Nvidia is set to report its latest earnings after the market closes next Wednesday, and analysts are expecting the chipmaker to top expectations again. (https://www.investopedia.com/) Sat. Nov 15, 2025 | |
| 16 (-5) Future data centers are driving up forecasts for energy demand. States want proof they'll get built The forecasts are eye-popping: utilities saying they'll need two or three times more electricity within a few years to power massive new data centers that are feeding a fast-growing AI economy. One burning question is whether the forecasts are based on data center projects that may never get built — eliciting concern that regular ratepayers could be stuck with the bill to build unnecessary power plants and grid infrastructure at a cost of billions of dollars. Meanwhile, consumer advocates are finding that ratepayers in some areas — such as the mid-Atlantic electricity grid, which encompasses all or parts of 13 states stretching from New Jersey to Illinois, as well as Washington, D.C. — are already underwriting the cost to supply power to data centers, some of them built, some not. (https://finance.yahoo.com/) Sat. Nov 15, 2025 | |
| 17 (7) Nvidia Stock May Rise 30% As OpenAI’s Value Dips, Say 300 AI Experts At an AI conference this week, 300 industry insiders guessed $NVDA would rise 30%. They also see OpenAI as overvalued. If they are right about both, look out below. (https://www.forbes.com/) Sat. Nov 15, 2025 | |
| 18 (5) Elon Musk Reveals That He Pressures TSMC And Samsung To Speed Up Tesla's AI Chip Output: 'Five Years To Me Is An Eternity' Elon Musk says Tesla is pressuring chipmakers TSMC and Samsung to drastically speed up production of its next-generation AI chips, warning that traditional five-year semiconductor timelines are far too slow for the company's aggressive ambitions. (https://www.benzinga.com/) Sat. Nov 15, 2025 | |
| 19 (-3) "Big Short" Money Manager Michael Burry Just Bet Against Nvidia and Palantir. Is He Calling the Top of the Artificial Intelligence (AI) Boom? Michael Burry of "The Big Short" fame just bet against two artificial intelligence (AI) stocks that have been seriously outperforming the market. (https://www.fool.com/) Sat. Nov 15, 2025 | |
| 20 (-5) Future data centers are driving up forecasts for energy demand. States want proof they'll get built The forecasts are eye-popping: utilities saying they'll need two or three times more electricity within a few years to power massive new data centers that are feeding a fast-growing AI economy. One burning question is whether the forecasts are based on data center projects that may never get built — eliciting concern that regular ratepayers could be stuck with the bill to build unnecessary power plants and grid infrastructure at a cost of billions of dollars. Meanwhile, consumer advocates are finding that ratepayers in some areas — such as the mid-Atlantic electricity grid, which encompasses all or parts of 13 states stretching from New Jersey to Illinois, as well as Washington, D.C. — are already underwriting the cost to supply power to data centers, some of them built, some not. (https://finance.yahoo.com/) Sat. Nov 15, 2025 | |
| 21 (3) Solaria Said to Hire Goldman Sachs to Seek Data Center Partner The platform will include 3.4 gigawatts of secured power grid access, as well as about 400 hectares (990 acres) of land across Spain, Italy, Germany and the UK, said the person, who declined to be identified discussing private information. The company has requested access to an additional 5 gigawatts, and aims to find a partner before next summer, the person said. Artificial intelligence is driving a surge of power consumption globally. (https://finance.yahoo.com/) Sat. Nov 15, 2025 | |
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