AMD.zip

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

19121

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?

1904

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

2062

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...

Today is a holiday, what are you guys getting into?

9513

I have about $10,000 to spare right now,so I'm keeping an eye out for what to buy.Should I just buy more VGT and forget about it.or should I diversify into other areas? My portfolio is already heavily concentrated in tech with SMH,VGT,NVDA,VOO,SNDK,and MU,...

Micron 😭

19911

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?...

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

1855

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...

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

17017

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

19715

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

2225

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

19812

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.

19410

📊 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.

2164

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

1639

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👍.

KOSPI 5,680... drops another 5%

1693

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...

Two key points to watch for Google's earnings

1972

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)

2026

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?

1997

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

1915

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

262

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...