# Semiconductor Sell-Off: Buy the Dip or Protect Your Portfolio? | Keith Schneider's Market Playbook

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/semiconductor-sell-off-buy-the-dip-or-protect-your-portfolio-keith-schneider-s-market-playbook
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/semiconductor-sell-off-buy-the-dip-or-protect-your-portfolio-keith-schneider-s-market-playbook.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-07-22T11:27:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN5817280785.mp3
Audio file: https://traffic.megaphone.fm/FPMN5817280785.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/semiconductor-sell-off-buy-the-dip-or-protect-your-portfolio-keith-schneider-s-market-playbook
Duration seconds: 1681

## Resource

Are semiconductor stocks flashing a warning signal—or creating the next great buying opportunity? On this episode of ⁠Keith's Corner⁠, host Todd M. Schoenberger sits down with Keith Schneider, CEO & Co-Founder of MarketGauge.com, to discuss why his algorithm-driven investment models have successfully navigated one of the most volatile market environments in years. Keith explains why he believes risk management—not stock picking—is the key to long-term investing. As AI-driven semiconductor stocks experience sharp corrections, he reveals why his models have rotated capital into cash, why Lumentum Holdings (NASDAQ: LITE) remains one of his favorite AI infrastructure names, and how investors should think about position sizing during periods of extreme volatility. The discussion also explores the upcoming earnings reports from Alphabet, Intel, and IBM, whether semiconductor ETFs have reached an important technical inflection point, and why Bitcoin's recent correction could actually strengthen its long-term outlook. • Are semiconductor stocks entering a defensive phase? • AI infrastructure and the case for Lumentum Holdings (LITE) • Why algorithmic portfolio rotation is outperforming • The importance of ATR, volatility, and disciplined risk management • Head-and-shoulders pattern or healthy consolidation? • Alphabet, Intel & IBM earnings outlook • Bitcoin technical analysis and key support levels • How AI, geopolitics, and Fed policy are reshaping today's markets • Why managing downside risk matters more than chasing returns Whether you're an active trader or a long-term investor, this episode delivers actionable technical analysis and institutional-level insights designed to help you navigate today's rapidly changing market environment. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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