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$INTC · Cava adds Intel to his individual semis trio alongside Nvidia and Micron
now playing · $INTC
$SOXX···bullish· medium· posjose luis cava
Cava: after losing 588 the semis index enters corrective phase, but trend remains up
The NYSE semis index (SOXX) has such a strong uptrend that the up-legs look like bases. After losing the 588 support on Friday it enters a proportional corrective phase, but Cava…
$SEMI···bullish· medium· posjose luis cava
Cava rotates to global SEMI over SMH: new leaders dilute Nvidia-Qualcomm-AMD concentration
SMH benefited while Nvidia, Qualcomm and AMD were the 'Real Madrid and Barcelona' of semis. In 2026 SMH has lost leadership and global SEMI has taken it because other companies ar…
$INTC···bullish· medium· posjose luis cava
Cava adds Intel to his individual semis trio alongside Nvidia and Micron
Intel has joined the specific names Cava has exposure to in this latest leg up in semis. A Spanish technical-macro trader including Intel suggests a turnaround read or participati…
$NVDA···bullish· medium· posjose luis cava
Cava has had direct exposure to Nvidia in the latest leg up for semis
Nvidia is one of the specific semiconductor names Cava has been exposed to during the latest leg up, now waiting for the algorithmic signal for the next leg. It remains a core pos…
$MU···bullish· medium· posjose luis cava
Cava keeps Micron as a specific expression of the semis cycle in his portfolio
Micron is part of the trio of specific semis exposures (alongside Nvidia and Intel) that Cava has played in the latest leg up. He's now waiting for the algorithmic signal to re-en…