TGViewer
Blanc Charts Blanc Charts @blanc_charts · 1.45K subscribers
Post #19865 86
Semis forward earnings. "Analysts have continued to raise their estimates for companies in the Semiconductors industry index. Their consensus estimates imply collective earnings growth of 113.0% this year and 73.5% in 2027, on revenue growth of 71.6% and 60.7%. The industry's forward profit margin is 51.2%."
Yardeni
$SOXX
More from @blanc_charts
  1. Sep 29, 2026The global P/E 24m out is a modest 14.5x $ACWI GS
  2. Sep 29, 2026Bernstein: Data center power demand is projected to grow at a robust ~19% CAGR to 1,570 TW…
  3. Sep 29, 2026Deutsche Bank on Copper - expects 22k/ton, +50% vs today
  4. Sep 29, 2026...partially due to earnings miss 3 out of 4 last calls
  5. Sep 29, 2026$VST year to date is -16%
  6. Sep 29, 2026Nancy Pelosi bought $VST around $170. Donald Trump @160. Peter Thiel @158. David Tepper @1…
Threads Profile ViewerView any public Threads profile without an account.Open ThreadLook →Writing with AI? Make it sound human.Metric37 rewrites AI drafts so they read naturally. Free AI detector, 1,500 words free.Try Metric37 →