Tech Wreck Has Traders Getting Cozy With Bearish Chip ETF

The tech-heavy Nasdaq 100 has slipped about 10 percent in the last two weeks, and the carnage has not spared even the most hyped up industries within the sector.

 

The ISE Cyber Security Index is down 6 percent in that time, the ROBO Global Robotics and Automation Index ETF (NYSE:ROBO) is down 7 percent, and the PHLX SOX Semiconductor Sector Index, one of the most widely followed gauges of chip stocks, is down over 10 percent. 

 

 

Declines for chip stocks and the PHLX Semiconductor Sector Index come just days after that benchmark ascended to its highest levels since mid-2000.

 

Bears Come Calling

 

 

That was good for one of the best totals among all Direxion inverse leveraged ETFs. SOXS surged nearly 10 percent last Friday on volume that was triple the daily average. Friday's move sent SOXS above its 50-day moving average for the first time in over a month.

 

 

Something To Consider With SOXL

 

The bullish SOXL plunged 10 percent last Friday, extending its weekly loss to almost 20 percent while serving as a reminder of the pitfalls of holding leveraged ETFs for more than a day. There are, however, reasons to believe short-term traders will be able to benefit from SOXL going forward, including compelling valuations on chip stocks.

 

“According to data provided by FactSet, the PHLX Semiconductor Index is now trading for 16.1 times consensus earnings estimates for the next 12 months, while the S&P 500 is trading for 17 times estimates,” reports MarketWatch.

 

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