SMH · the VanEck Semiconductor ETF
SMH — Attributed statements and research notes, reproduced as stated. Not investment advice.
What published research said about SMH in the last 14 days
None of the tracked publishers made SMH the primary subject of a piece in this window.
Directional statements on SMH, on the record
Each row is a dated fact: a named source expressed a direction on SMH. Where a publisher relayed a broker's rating change, the originating voice is in the "via" column. None of these is a recommendation from Quant Data; they are recorded so they can later be checked against what the price did.
| Date | Publisher | Via | Stance | Statement |
|---|---|---|---|---|
| 2026-10-11 | Cassandra Unchained | author's own account | Bearish | Rolled short positions into June 2027 SMH put options struck 20% out of the money. |
Research notes that mention SMH
- October 11, 2026 — Three research notes from Cassandra Unchained, Irrational Analysis, and Macro Charts cover Fannie Mae preferreds, the history of Intel's 3D XPoint, and macro rotation signals
- September 6, 2026 — Four notes, four publishers: Irrational Analysis dismantles the HBM supercycle thesis, Simon's Substack ranks silver juniors, Macro Charts flags a positioning minefield, Capital Wars probes Bitcoin's liquidity ties
Attributed statements and research notes, reproduced as stated. Not investment advice.
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