Paradis(@ParadisLabs):Semiconductor fwd P/E has been tracking inverse oil prices over the past year. Almost perfectly. ⬜️ $SOXX Fwd P/E Multiple 🟦 Inverse oil price Since the Hormuz shock in Feb: As oil prices drop, semiconductor valuations rise. As oil prices rise, semiconductor valuations drop.

Paradis

@ParadisLabs

AI, tech & market research. No investment advice.

Joined March 2026

134 Following 77K Followers

Paradis@ParadisLabs

2026.09.21 16:36

Semiconductor fwd P/E has been tracking inverse oil prices over the past year. Almost perfectly. ⬜️ $SOXX Fwd P/E Multiple 🟦 Inverse oil price Since the Hormuz shock in Feb: As oil prices drop, semiconductor valuations rise. As oil prices rise, semiconductor valuations drop.