Comments on: Semiconductor Sector Analysis 6-23-26 https://rightsideofthechart.com/semiconductor-sector-analysis-6-23-26/ Stock Trading, Investing & Market Analysis Wed, 24 Jun 2026 16:14:05 +0000 hourly 1 https://wordpress.org/?v=7.0 By: rsotc https://rightsideofthechart.com/semiconductor-sector-analysis-6-23-26/#comment-39338 Wed, 24 Jun 2026 16:14:05 +0000 https://rightsideofthechart.com/?p=220508#comment-39338 In reply to EMFO.

Agreed. The $US Dollar ($NYICDX) just hit my 101.85 target I cover in yesterday’s (and/or Monday’s??) video with GLD also now at the bottom of my third & final target zone (T3) on with positive divergence on the 60m & daily charts.

So yes, a long on gold, silver, and/or GDX here with stops somewhat below for a counter-trend trade seems objective, IMO. I’ll follow up with targets asap.

]]> By: EMFO https://rightsideofthechart.com/semiconductor-sector-analysis-6-23-26/#comment-39337 Wed, 24 Jun 2026 10:48:27 +0000 https://rightsideofthechart.com/?p=220508#comment-39337 @rsotc hi Randy, what are your thoughts on /GC. Either here at 4080 or 3915 ? Looks like we may get a reflexive bounce although the dollar keeps climbing but it may also reverse.

]]> By: Betaman https://rightsideofthechart.com/semiconductor-sector-analysis-6-23-26/#comment-39336 Wed, 24 Jun 2026 08:11:04 +0000 https://rightsideofthechart.com/?p=220508#comment-39336 A Chosun Biz article reported that SK Hynix is slowing the ramp-up of HBM4 (next-generation high-bandwidth memory for AI, particularly Nvidia’s upcoming Rubin platform) by delaying the conversion of some HBM3E production lines. The company is reallocating resources to general-purpose (commodity) DRAM, where supply shortages have driven significantly higher operating profit margins (potentially up to ~90%) compared to HBM. Markets interpreted the strategic pivot as a potential early signal of moderating AI buildout momentum.

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