(Check out Carter's worthcharting.com for actionable recommendations and live nightly videos.) The Philadelphia Stock Exchange Semiconductor Index finally has recouped all its relative losses to the S & P 500 Information Technology Sector. It can only be one of two things from here, going forward: A "triple top," which means go underweight semis vis-à-vis any tech sector exposure...or "records are meant to be broken," which means remain overweight/get overweight semis in anticipation of a breakout in the relative strength chart- to new all-time highs. Frankly, it's a coin toss here. An interesting and critical juncture, as all will know. We ourselves are in the "triple top" camp. DISCLOSURES: None All opinions expressed by the CNBC Pro contributors are solely their opinions and do not reflect the opinions of CNBC, or its parent company or affiliates, and may have been previously disseminated by them on television, radio, internet or another medium. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL'S UNIQUE PERSONAL CIRCUMSTANCES. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR. Click here for the full disclaimer.
<small>Source: CNBC</small>
