Apple.zip

For Apple Shareholders Only

1054

I think Apple is annoyingly good at business.The reason is that they let other companies jump in first and compete to see what actually works.Then they take what has been proven and make it better.Never the first.Yet they always win.Personal Computer (1977...

The one rising in the midst of all this...

1806

Bitcoin!Thank you for not dropping and rising even a little bit,at least!At least I avoided getting slapped on both cheeks.Please hang in there.Feat.AppleI don't own Apple,but honestly,it's just annoying these days.(Sorry to Apple shareholders) As a semico...

How long will AAPL keep falling?..

20213

I thought it was going up so I bought at the peak,but it keeps falling.How long will it keep dropping?.Semiconductor stocks started rising right after I cut half my losses,(I should have held on for just two more days.ㅠㅠ) I really don't know what I shoul...

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)....

Apple using CXMT memory chips in the Chinese market

Apple using CXMT memory chips in the Chinese market

2714

Is it because China,which accounts for more than half of the AI research population,writes excellent algorithms even without NVDA chips?.Anthropic,OpenAI,and Gemini all view it similarly,suggesting there is about a 50 / 50 chance of Apple using CXMT memory...

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

9413

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,...

NVDA Earnings Surprise

1832

NVDA reported another quarterly earnings surprise.Revenue: 96.2B (Expected:92.38B,surprise approx.+4%).Adjusted EPS: 2.22 (Expected:2.10–$2.22).Adjusted Gross Margin: 75%.Data Center Revenue: $89.0B (Expected: $85.86B).Compute & Networking: $88.30B,Hypers...

Bitcoin

1801

This rally also seems like just a $7 billion short squeeze like last May.We'll have to wait and see a bit more,but it doesn't seem like a real rally.

Micron 😭

19811

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?

1862

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?

1845

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? 😭

16917

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...

Am I crazy, or is Nvidia about to smash its all-time high again?

19713

I’ll admit it—I’ve been refreshing my portfolio so often today that my phone officially thinks Nvidia is a social media app.Call it foolish optimism,but I have this strong gut feeling that we’re going to touch that glorious $236.54 peak again very soon...

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...

Looks like Bitcoin is going to crash.

Looks like Bitcoin is going to crash.

1906

Trump's media conglomerate,Trump Media.#Suddenly sold off about 250 billion won worth of Bitcoin ㄷㄷ ????????.Their current total loss from crypto investments still amounts to 800 billion won ㄷㄷ.What did they hear that made them cut their losses.….

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...

What should I do about DRAM?

1942

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

Wow, Iran is driving me crazy.

1749

Fortunately,South Korea's Samsung and Hynix had a good start when the market opened,but now news of an Iranian attack is breaking.T_T T_T.Iran has fired ballistic missiles again toward US military bases in the Middle East.According to a statement from the ...

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...

Semiconductor Hold

2049

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...

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...