CAPEX.ZIP

Microsoft pulled off a big one.   created at Jul 31, 2026   11   4   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...

SOXX trading volume and market sentiment today... Sharing AI-related data.   created at Jul 21, 2026   48   4   If you ask AI,you get similar answers,and it's mostly stuff you already know,but since some of you might be busy,I'll share what I found.As you mentioned,SOXX's actual stock price is currently moving in the 520–530 range.It rose to an intraday high of 539...

Apple's earnings announcement and the impact on semiconductors   created at Jul 31, 2026   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 Jul 31, 2026   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...

MSFT up 7% after hours   created at Jul 30, 2026   16   9   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👍.

Microsoft suddenly rose after hours. Meta crashed... Does anyone know the reason?   created at Jul 30, 2026   20   5   Did the earnings results come out? The market trend is suddenly diverging right after the close.

What should I do about DRAM?   created at Jul 29, 2026   22   2   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.

I started buying semiconductor stocks today.   updated at Jul 28, 2026   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 ...

Once the AI data center is completed, will there be a real estate restructuring and a further differentiation of benefits for citizens and permanent residents?   updated at Jul 27, 2026   34   7   This is a remarkably deep and well-structured thought exercise.It moves past the surface-level discussion of "Will AI take my job?" and delves into the second- and third-order economic,spatial,and political consequences of a fully automated,AI-driven socie...

Two key points to watch for Google's earnings   created at Jul 23, 2026   33   2   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   created at Jul 22, 2026   35   9   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   created at Jul 22, 2026   33   2   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 ...

Surging like this at this time of night? Midnight Eastern   created at Jul 21, 2026   33   1   I was sitting in front of the computer until late planning my vacation,and right before lying down to sleep,I opened my chart app and saw semiconductor stocks surging,which made me wide awake.I hurriedly searched the news and also asked the AI.Why futures ...

Is this also a talent? (Currently -40% on blue-chip stocks)   updated at Jul 21, 2026   39   6   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...

Semiconductor stocks will be continued to drop more than 20% on monday, because of me   created at Jul 20, 2026   52   6   I'm holding a massive position,going all-in with leverage. I absolutely cannot sell. I jumped into this fully prepared to lose everything,so don't get in recklessly.

Why SOXL Gained 3,500% While SOXX Rose 300%: The Magic of Daily Compounding   updated at Jul 19, 2026   48   3   SOXX went from around 150 in April last year to its peak of around650 this year.On the other hand,SOXL went from its lowest point of around 8 last year to its peak of around300 this year.I know SOXL is supposed to be 3x SOXX,but looking at their respective...

Sharing My Semiconductor Average Costs   created at Jul 17, 2026   91   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...

Are there any stocks worth investing in this week? + My thoughts.   created at Feb 24, 2025   889   3   Those are stock tickers.The translation is:MSFT (Microsoft)CRM (Salesforce)AMZN (Amazon)TSLA (Tesla) .There appear to be roughly these on the chart.