Taking Profits In Semis...Smart Move? @RaoulPalTJM
Taking Profits In Semis...Smart Move?  @RaoulPalTJM
Uploaded July 2026 | Updated September 2026, 2 weeks ago
Raoul Pal explains why he's taking profits in semiconductor stocks despite remaining bullish on the long-term AI trend. Using log regression channels, he argues semis have become historically overbought and may no longer lead the next phase of the market. The AI revolution is still intact, but leadership could be about to change.

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Taking Profits In Semis...Smart Move?

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