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AMD.ZIP

Why is AMD acting like this lately? I rebalanced my portfolio, and it's so frustrating.  

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I was so heavily invested in NVDA that I trimmed about half of it and rebalanced by buying AMD.I knew it had gone up a lot this year,but I thought diversifying was the right move.However,right after I bought it,it slid after earnings and keeps struggling d...

Wow... It's skyrocketing without even giving a chance to get on.  

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Up +3% in a single day? The market is officially flexing on us.Yesterday,watching the Korean market just limp along,I thought,"Yep,brace for impact,today is going to be a red day." Plot twist: NASDAQ woke up and chose violence—in the best way possible.Hon...

Is Microsoft pulling everything up after its earnings last week?  

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Palantir is soaring after earnings today as well.Are many tech and semiconductor stocks returning to where they belong after falling? I thought AMD would go down further,but its upward momentum is impressive.It's a bit disappointing since I feel like I mis...

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...

Flying SNDK & SKHY & MU, running AMD, crawling NVDA  

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SNDK / MU neck and neck,up 13%SKHY up 10%AMD up in the 7% rangeNVDA crawling below 1%.

Why is SanDisk acting like this on its own?  

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MicronHynixare all fluctuating around 1%,so why is this one alone down 4%? hahaNvidia,Apple,etc.Nasdaq is doing really well.

Micron 😭  

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This is crazy.It looks like it's giving back all the gains from the last few days.I really regret not selling when it almost reached my break-even point with just a little more rise.But is a rise in Treasury yields really a reason for it to drop this much?...

Do you think SK Hynix will keep going up in the future?  

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I bought some,and my heart sank when it dropped sharply at the end of July,but lately it's been on an upward trend while fluctuating up and down.It definitely isn't as steady as US stocks like NVDA,so what are your thoughts on its outlook?.

The semiconductor boom is now over... What will be the next sector?  

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It seems the frantic craze around semiconductors (Micron,SanDisk,Intel,etc.) is already over,with big players including Trump having pumped it up and cashed out,leaving mostly retail investors stuck at the peak holding on.What do you think will be the next...

What should I do with my tax-advantaged account? I need to average down with $15,000.  

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Since it's a Canadian tax-sheltered account,it might be a bit different from the US,but first of all,both capital gains and dividends are tax-free.My contribution limit for this year is $15,000.My current account is 55% VGT,30% NVDA,and 15% miscellaneous,b...

Is long-term investing the answer for SNDK and MU? 😭  

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I bought SanDisk at 2,000 and Micron at1,150 T_T It plummeted right after I bought them.and it's a large amount of money.The loss is too massive to sell them off,so I think I'll just have to clear my mind and hold onto them for a few years.Fortunately,it's...

MU, DRAM  

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After two agonizing years of watching MSFT do absolutely nothing,I finally lost my patience and sold every last share.Naturally,I rotated heavily into MU—because all the "experts" swore memory chips were guaranteed to fly high this year.And how did the st...

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...

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)....

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...

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...

MSFT up 7% after hours  

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Is it going up because they said they won't spend more money?. Presented an outlook that monetization will outpace spendingThey say Azure revenue guidance has improved significantly👍.

Microsoft suddenly rose after hours. Meta crashed... Does anyone know the reason?  

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Did the earnings results come out? The market trend is suddenly diverging right after the close.

KOSPI 5,680... drops another 5%  

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It clearly shows that stocks are a risky asset.With the index down -35% from its peak,if you fail to read the market's up and down movements properly,you will lose money and lose your mental health.Rather than betting,we should endure well until the next b...

Today's semiconductor (memory) race results announced! SNDK MU SKHY  

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1st MU +2.96%2nd SKHY +2.56%3rd SNDK +0.69%.SNDK was in first place the whole time but finished last.A round of applause for the participants who ran hard!!.

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...

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...

Buying MU, SNDK, MRVL constantly?  

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This makes up most of my portfolio,and since I bought in when it was high,I’m currently facing a big loss.But if I don't buy more,I feel like it'll go up,and if I do buy,I feel like it'll go down.It's foolish,isn't it.I plan on holding it long-term instea...

Fidelity is calling me so frequently  

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I deposited a somewhat large sum of money (large for me) from selling a rental property into Fidelity.and Fidelity called me immediately,asking me to come to a branch for a consultation.Because of a bad experience in Korea.I just said "Okay" and hung up,an...

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...

Are there any stocks worth investing in this week? + My thoughts.  

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Those are stock tickers.The translation is:MSFT (Microsoft)CRM (Salesforce)AMZN (Amazon)TSLA (Tesla) .There appear to be roughly these on the chart.