Semiconductor Hold

Created at Jul 22, 2026 05:25:33 12.**.193.226 256 9 0

I hold SOXX, SOXL, DRAM, and individual stocks, and they have recovered from -15% to +15%.

I don't know if this is a technical rebound or if a W double bottom is coming, but I believe in AI (after listening to Lee Sun-yeob, Park Byeong-chang, and Yoon Ji-ho on Sampro), and I plan to keep holding, including SOXL.

Since I have cash, there is no need to raise cash.

If institutions came in yesterday and today, they won't sell until it goes up significantly, and that is when I will liquidate as well.

Comments 9

137.**.66.226 Jul 22, 2026 08:25:27

Aren't analysts also in a structure where they only make money when someone else loses money? Even though it keeps plunging, they keep telling us to buy and hold. Especially Vincent -_-;;

215.**.229.73 Jul 22, 2026 08:25:58

Vincent goes from one extreme to another. During the last COVID cycle, when the stock market skyrocketed, he was bearish (eventually shutting down his company and joining Hana Securities), but in this cycle, he preached "buy stocks with spare cash, buy more when they dip" and urged people to buy even at the peak.

This time it became clearly obvious: Vincent and Lee Sun-yeob do not care about retail investors' accounts.

Besides them, I remember a few YouTubers who are "human indicators"—whenever they start hyping things up prematurely, it's the peak.

150.**.192.140 Jul 22, 2026 08:26:41

It was the same during the last COVID pandemic. He is a very smooth talker, but he absolutely never worries about retail investors' accounts, and the way he just lashes out at anyone with a different opinion shows his debate manners are truly low-class. He is someone who thinks only his own opinion is right. He went independent and started his own company, and it makes me strongly suspect whether he might be running some kind of buying and selling window business for foreign investors.

97.**.5.198 Jul 22, 2026 05:27:14

I am also holding onto semiconductors until the end of the year or early next year.

139.**.36.96 Jul 22, 2026 05:27:42

But since DRAM might have peaked, I'm wondering if I should sell Samsung Electronics at the right time.

47.**.46.80 Jul 22, 2026 05:26:14

The plan is amazing, but the question is whether it will actually go as planned.

163.**.20.98 Jul 22, 2026 05:26:41

Starting again after the war ends. It's a long-term investment anyway...

21.**.176.124 Jul 22, 2026 05:25:54

I sold some today, and if it goes up tomorrow too, I'll sell more.

111.**.176.66 Jul 22, 2026 08:24:59

Restarting after the war ends. Since it's a long-term investment anyway..