Anthropic has reportedly signed a multi-year cloud computing contract with IREN.Anthropic's total AI data center lease commitment is reportedly around $530 billion,and the specific contract amount with IREN has not yet been disclosed.I hope this deal serve...
There is never a quiet day.TT I brought the content of the article below.Will this act as a major negative factor for semiconductors???? TT.Recently,Anthropic CEO Dario Amodei suggested pacing (slowing down) AI development,and Elon Musk and Sam Altman (Ope...
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...
I bought IREN at an average price of 39 thinking it had dropped a bit,SanDisk at1650 also thinking it dropped a bit,and KORU at $21 hoping for a rebound—at this point,I really have terrible luck with stocks.TT I thought I did my research by reading articl...
When Elon Musk mentions using "SI" in company names or project titles,he is almost certainly referring to one of two main concepts (with the first being the most likely based on his engineering background): .1.*SI = International System of Units (Système ...
Is everyone averaging down? Should I buy a bit more today.
Because earnings are far away,while supply and demand are right in front of us.Therefore,semiconductor stock prices can change constantly,so do not make a fuss when they go up,and stop talking nonsense like wanting to commit suicide when they go down.Semic...
I am thinking of buying the inverse stock (SPCG) because I feel it is overvalued in the short to medium term and there are upcoming lock-up shares,but it also seems risky if it continues to move together with semiconductors.AI views the stock price negativ...
The fundamentals haven't changed,but they drove the price down with all kinds of excuses,and now during the pump,they bring back the same logic and make a big fuss.I guess I shouldn't have listened to them when buying stocks.It seems just riding the moment...
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...
Out of nowhere,SPCX decided to wake up today and randomly jump over 12%.There was no groundbreaking news or massive press release—just the market apparently realizing that the lock-up expiration wasn't the apocalyptic event everyone feared.Right now,I’m ...
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...
I'm such a coward and can't read the market at all—stocks drop despite good earnings and rise even when interest rates go up.Not knowing what to follow,I just watched for a few days,and after hearing that semiconductors were crashing,of all days,yesterday...
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 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...
Hynix is plummeting after earnings.Samsung Electronics is falling along with it.Memory stocks are also plummeting during the US overnight session.I'm even scared to average down starting tomorrow.As expected,index funds seem to be the answer.I guess I shou...
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 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 ...
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...
I have held PLTR ever since it went public.Even when it was mocked with the nickname "Run Away Quickly," I just left it alone. Since then,it has gone up a lot.It has been stagnant lately,but when I think about back then,I am glad it has grown so much. I ha...
This is the person who shocked the market by writing an extremely negative "Winter is Coming" report about the semiconductor industry that was poised to do well in 2024,cutting Hynix's target price in half.only for semiconductor stocks to soar right after,...
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...
As everyone knows,the stock market's biggest fear is uncertainty,and right now,there's nothing more frightening or unpredictable than Trump and Elon Musk's actions.There's never been anything like this in American history.You could call it reform,or you co...
.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...