Stocks / ETF
SMHETF
VanEck Semiconductor ETF
$560.531d +1.7%5d +0.4%settled close · 2026-09-17
β 2.6852w $451–666Shares 120.3MNasdaq since 2011
The tape, with the calls on it
Who said what, and what SMH did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about SMH
1 long1 shortlatest 2026-04-10
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-04-10 | Tyler NevilleTrader, Muddy Waters Capital | Bullish | interview | GPU availability for B200s has collapsed to zero and H100s are close behind, creating a severe supply-demand… |
| 2026-01-22 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bearish | CNBC Fast Money Final Trade | SMH is overextended at 25% above its 200-day moving average and just hit an all-time high, making it a… |
1 new mention of SMH this week is in The Brief — who, which way, and what they said, in subscribers’ inboxes every morning. Free pages update a week later.
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The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where SMH’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 1 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-05-22 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
SMH is in this morning’s Brief.
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