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

created at   12   20  
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...

Apple's earnings announcement and the impact on semiconductors  

created at   10   12  
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.  

created at   11   10  
📊 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...

The biggest problem with AI right now  

created at   19   12  
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.  

updated at   30   11  
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 ...

Have you started averaging down on semiconductor stocks?  

created at   25   9  
I haven't even been able to open my account yet.My 401(k) with only ETFs doesn't drop much anyway so I'm not worried about it,but getting greedy and buying individual stocks was the problem.I need to average down,but I have no idea when to do it.I'm planni...

Is monday positive?  

created at   57   4  
Things always seem to move opposite to what people predict.Will semiconductor stocks rise on Monday? On what grounds does everyone think they will go up or down? I look forward to the wise answers of the experts to my foolish question.Wishing you all conti...

Cancellation of Microsoft Datacenter Lease Agreement

Cancellation of Microsoft Datacenter Lease Agreement  

updated at   1,067   3  
.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...