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.

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参加 March 2026

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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.