Source Post

CHPY vs SOXY: Which Semiconductor ETF Should You Buy After the Crash?

Jul 30, 2026

The creator discusses two semiconductor ETFs, CHPY and SOXQ, in the context of a recent market sell-off. While acknowledging the potential for further declines, the video frames the pullback as a potential buying opportunity for income-focused investors to lower their cost basis or dollar-cost average. The creator highlights CHPY's strong year-to-date performance and high distribution rate, while also noting concerns about potential NAV erosion.

Linked Mentions

Tickers discussed in this post

MRVLNeutralLow ConvictionResearch Only

Marvell Technology (MRVL) is mentioned as part of the semiconductor group.

MCHPNeutralLow ConvictionResearch Only

Microchip Technology (MCHP) is mentioned as part of the semiconductor group.

INTCNeutralLow ConvictionResearch Only

Intel (INTC) is mentioned as having a recent surge in price, possibly related to political commentary.

MUNeutralLow ConvictionResearch Only

Micron Technologies (MU) is mentioned as a top holding in the ETFs and its past significant price appreciation is highlighted.

AMDNeutralLow ConvictionResearch Only

AMD is mentioned as an example of a semiconductor stock that might rally temporarily before a further sell-off.

TSLANeutralLow ConvictionResearch Only

Tesla is mentioned as an underlying asset in YieldMax ETFs that requires strong performance to avoid NAV erosion.

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned as an underlying asset in YieldMax ETFs that requires strong performance to avoid NAV erosion.

MSTRNeutralLow ConvictionResearch Only

MSTR is mentioned as one of the underlying assets in YieldMax ETFs that require strong performance to avoid NAV erosion.

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