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AI.ZIP

What a shock 😭 Google is down 4%: AI leadership has left again  

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My heart almost jumped out of my chest this morning when I opened my portfolio and saw Google taking a casual -4% nosebleed.The headlines were screaming bloody murder: "Google AI in Crisis! Demis Hassabis Steps Down as DeepMind CEO! Jeff Dean Leaves!" Natu...

Amazon's earnings report is good news for semiconductors.  

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📊 Amazon Q2 Earnings Key Highlights (Earnings Surprise).Net Sales: 200.6B (Up +20% YoY,beating market expectations of approx.196.7B)Operating Income: $27.5B (Up +43% YoY)AWS Cloud Revenue: $42.2B (+37% YoY explosive growth / Fastest growth rate recorded...

Once the AI data center is completed, will there be a real estate restructuring and a further differentiation of benefits for citizens and permanent residents?  

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This is a remarkably deep and well-structured thought exercise.It moves past the surface-level discussion of "Will AI take my job?" and delves into the second- and third-order economic,spatial,and political consequences of a fully automated,AI-driven socie...

Reuters) US-China official AI dialogue launched  

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Launch of Official US-China AI Consultation BodyThe United States and China have agreed to hold their first official high-level AI talks in September.This meeting is a follow-up to the Trump-Xi summit in May and is scheduled to be held before Xi's planned ...

SOXX trading volume and market sentiment today... Sharing AI-related data.  

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If you ask AI,you get similar answers,and it's mostly stuff you already know,but since some of you might be busy,I'll share what I found.As you mentioned,SOXX's actual stock price is currently moving in the 520–530 range.It rose to an intraday high of 539...

Leopold Aschenbrenner  

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This is a 4-minute transcript from the July 30th broadcast of Fox Business,comparing the situation surrounding Leopold Aschenbrenner to the excessive leverage (investing through debt) of Korean investors.Just take a look ^^.** Hello everyone,good afternoon...

Amazon is finally going~~~  

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While semiconductor stocks were soaring,Amazon was stuck in a range for a long time,so I often felt frustrated wondering if I should keep holding onto it.Since they were RSUs and I had a large number of shares,I couldn't easily sell them off,so I patiently...

Apple's earnings announcement and the impact on semiconductors  

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Here is a summary of Apple's FY2026 Q3 earnings results announced today (July 30,after market close) and their impact on semiconductor stocks. Apple Q3 Earnings HighlightsRevenue: Recorded solid growth,exceeding market expectations (approx.108.8B -109.0B)....

Reason for today's semiconductor surge: liquidation of situational awareness  

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The fund called Situational Awareness,founded by Leopold Aschenbrenner,a 20-something former OpenAI employee,was previously mentioned in this stock forum.It is reported that news reached the stock market this morning that they liquidated (were forced to li...

Microsoft pulled off a big one.  

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Microsoft pulled off a big move faster than expected.They say they are cutting CapEx numbers (though Gemini explains actual spending remains fixed).I thought Meta would do it,but anyway.now that someone ignited the spark,over time they will competitively t...

What should I do about DRAM?  

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I bought into DRAM way too late ã… ã…  My average cost is $68.5 ã… ã…  I hold a large position too ã… ã… .I don't know what to do.I feel like it will keep dropping further ã… ã… .Experts,please give me some advice ã… ã… .

The biggest problem with AI right now  

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An acquaintance's son is a researcher at a famous AI company,and he shared some bad news regarding AI.The bottom line is that they are currently failing to create profitable AI,which is the biggest problem right now,but major AI companies are all keeping q...

I started buying semiconductor stocks today.  

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I decided to start investing around 500,000 by dividing it into 10 installments of 50,000 each,and I made my first purchase this morning.My criterion for buying is on days with bad news and when SOXX drops by about 5%.I think it looks like a good position ...

Google... earnings are good, but it's plunging because they said they'll pour in more money...  

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Anxiety over whether earnings will justify pouring so much money in,and taking a step back since profits can't be realized immediately and we have to wait and see for a long time…. Google's stock price is plummeting…. What kind of future lies ahead? It's...

Two key points to watch for Google's earnings  

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First,looking at the M7 stocks and Google with the daily price and volume analysis we've created so far using Claude code.Looking at Google's price analysis,it doesn't look very good.Ticker Overall buy / sell RSI(14) MACD MA Status ADX (Trend)QQQ Hold +1 4...

Why is only NVDA struggling in after-hours lol  

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Right now,Super Micro and Dell are surging in connection with each other,Sandy and Micron are rising in tandem with the Korean KOSPI,AMD is also gaining some momentum,and the sentiment for AI semiconductors is great.There is even news about Vera Rubin ente...

Semiconductor Hold  

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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 Sa...

Surging like this at this time of night? Midnight Eastern  

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I was sitting in front of the computer until late planning my vacation,and right before lying down to sleep,I opened my chart app and saw semiconductor stocks surging,which made me wide awake.I hurriedly searched the news and also asked the AI.Why futures ...

Is this also a talent? (Currently -40% on blue-chip stocks)  

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I started investing in stocks for the first time at the end of May (the problem was that my CD matured and I got a lump sum of money T_T).I've been investing in Microsoft,Google,Amazon,Nvidia,SPY,QQQ,DRAM,and FLKR in my own way,but I'm currently down 40%.I...

Semiconductor stocks will be continued to drop more than 20% on monday, because of me  

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I'm holding a massive position,going all-in with leverage. I absolutely cannot sell. I jumped into this fully prepared to lose everything,so don't get in recklessly.

Why SOXL Gained 3,500% While SOXX Rose 300%: The Magic of Daily Compounding

Why SOXL Gained 3,500% While SOXX Rose 300%: The Magic of Daily Compounding  

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SOXX went from around 150 in April last year to its peak of around650 this year.On the other hand,SOXL went from its lowest point of around 8 last year to its peak of around300 this year.I know SOXL is supposed to be 3x SOXX,but looking at their respective...

Sharing My Semiconductor Average Costs  

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I kept averaging down little by little,and today I finally used up all the cash I had left in my account.I'm curious to know what the average cost is for those of you who kept averaging down.To share mine first.DRAM 65.10SOXL 179.50MU 1,041SNDK 1,700SNXX 2...

The reason why GOOG dropped today - Ongoing Legal Challenges in the EU  

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Google's Ongoing Legal Challenges in the EUGoogle is currently facing significant legal pressure,including a new lawsuit from the European Union,bringing the total number of active lawsuits to two.This latest legal action carries substantial financial impl...

All eyes are on Nvidia – next week is a crucial Nvidia earnings announcement.

All eyes are on Nvidia – next week is a crucial Nvidia earnings announcement.  

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.Current NVIDIA Position: Even with + / - 10% volatility,it's within an ascending triangle (bullish),so it's not a problem.Currently,it's just before a golden cross (20-day and 50-day moving averages crossing),but if it breaks below this channel,the upward...

Cancellation of Microsoft Datacenter Lease Agreement

Cancellation of Microsoft Datacenter Lease Agreement  

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.Concerns are raised about potential oversupply and the need to revise predictions regarding demand for OpenAI-related services.Meta's past approach of withdrawing or postponing projects at the final stage,citing facility and power delays,is cited as a pos...