CAPEX.zip

Microsoft pulled off a big one.

2714

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...

Today's PLTR Situation

126

It closed at 196.81,down 0.97% in regular trading.Unlike MSFT,which surged +4.8% after hours,PLTR was slightly down in after-hours trading around195.75.In other words,MSFT's positive momentum did not spill over to PLTR:What weighed on PLTR today was RBC's ...

SOXL

722

How much is everyone down? Argh.The losses are way too severe.In my portfolio,both this one and DRAM are neck and neck,and both are completely hopeless.Is it too late to cut my losses now? Is anyone else down tens of thousands of dollars? I'm curious what ...

MU, DRAM

23815

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...

What a shock 😭 Google is down 4%: AI leadership has left again

2246

My heart almost jumped out of my chest this morning when I opened my portfolio and saw Google taking a casual -4% nosebleed.The headlines were screaming bloody murder: "Google AI in Crisis! Demis Hassabis Steps Down as DeepMind CEO! Jeff Dean Leaves!" Natu...

Is Microsoft pulling everything up after its earnings last week?

2404

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...

Apple's earnings announcement and the impact on semiconductors

26712

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.

24410

📊 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...

MSFT up 7% after hours

2029

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👍.

What should I do about DRAM?

2372

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.

Two key points to watch for Google's earnings

2402

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...

Semiconductor Hold

2559

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...

Reuters) US-China official AI dialogue launched

2372

Launch of Official US-China AI Consultation BodyThe United States and China have agreed to hold their first official high-level AI talks in September.This meeting is a follow-up to the Trump-Xi summit in May and is scheduled to be held before Xi's planned ...

Is this also a talent? (Currently -40% on blue-chip stocks)

2396

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...

Sharing My Semiconductor Average Costs

300

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...