Contrarian vs. the crowd: One trader made a massive bet against chip stocks

the crowd: One trader made a massive bet against chip stocks Skip Navigation Markets Pre-Markets U.S. Markets Currencies Prediction Markets Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Investigations Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech Cybersecurity AI Enterprise Internet Media Mobile Social Media CNBC Disruptor 50 Tech Guide Politics & Policy White House Policy Defense Congress Expanding Opportunity Video Latest Video Full Episodes Livestream Live Audio Live TV Schedule CNBC Podcasts CEO Interviews CNBC Documentaries Digital Originals Watchlist Investing Club Trust Portfolio Analysis Trade Alerts Meeting Videos Homestretch Jim's Columns Education Subscribe PRO Pro News Josh Brown Mike Santoli Calls of the Day My Portfolio Livestream Full Episodes Stock Screener Market Forecast Options Investing Chart Investing Subscribe Livestream Menu Make It select USA INTL Livestream Search quotes, news & videos Livestream Watchlist SIGN IN Create free account Markets Business Investing Tech Politics & Policy Video Watchlist Investing Club PRO Livestream Menu Options Action Options Action Contrarian vs. the crowd: One trader made a massive bet against chip stocks Published Tue, Aug 18 2026 9:13 AM EDT Oliver Renick @OJRenick WATCH LIVE In this article SMH Follow your favorite stocks CREATE FREE ACCOUNT A trader works on the floor of the New York Stock Exchange. NYSE When it comes to the fate of the all-important semiconductor sector, traders in the options market are faced with a classic investing dilemma: go with the crowd, or the big-money contrarian? According to options flows, the crowd is leaning the most heavily bullish since April. The catch is that the biggest single options trade in the entire market Monday – a $129 million trade that accounted for over a third of total premium in the VanEck Semiconductor ETF (SMH) – was resolutely bearish. Bu özet bilgilendirme amaçlıdır, yatırım tavsiyesi değildir. — hisseonlinebot