Semiconductors ($DJUSSC), one of the darlings of the current secular bull market, have struggled on a relative basis for the past three months as growth stocks have paused. I believe it's WAY too early to write them off, but a continuing relative struggle isn't out of the question. Skyworks Solutions, Inc. (SWKS), which just a few short weeks ago was at an all-time high, has been the baby being thrown out with the bath water. Its AD line was at a
52-week high in April and the stock had been easily outperforming the S&P 500 into April: