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DRAM.ZIP

Apple's earnings announcement and the impact on semiconductors  

created at   41   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   43   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...

Microsoft pulled off a big one.  

created at   34   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...

What should I do about DRAM?  

created at   43   2  
I bought into DRAM way too late ã… ã…  My average cost is $68.5 ã… ã…  I hold a large position too ã… ã… .I don't know what to do.I feel like it will keep dropping further ã… ã… .Experts,please give me some advice ã… ã… .

Semiconductor Hold  

created at   46   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...

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

updated at   50   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   66   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.

Sharing My Semiconductor Average Costs  

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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...

Today's semiconductor (memory) race results announced! SNDK MU SKHY  

created at   43   2  
1st MU +2.96%2nd SKHY +2.56%3rd SNDK +0.69%.SNDK was in first place the whole time but finished last.A round of applause for the participants who ran hard!!.

Google... earnings are good, but it's plunging because they said they'll pour in more money...  

updated at   44   10  
Anxiety over whether earnings will justify pouring so much money in,and taking a step back since profits can't be realized immediately and we have to wait and see for a long time…. Google's stock price is plummeting…. What kind of future lies ahead? It's...

Two key points to watch for Google's earnings  

created at   43   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...

Why is only NVDA struggling in after-hours lol  

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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...

Reuters) US-China official AI dialogue launched  

created at   44   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 ...

Flying SNDK & SKHY & MU, running AMD, crawling NVDA  

updated at   47   4  
SNDK / MU neck and neck,up 13%SKHY up 10%AMD up in the 7% rangeNVDA crawling below 1%.

Surging like this at this time of night? Midnight Eastern  

created at   46   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 ...

SOXX trading volume and market sentiment today... Sharing AI-related data.  

created at   55   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...

Is Robinhood a shady company? They suddenly removed inverse products from the 24-hour market.  

created at   46   1  
SOXL and SOXS are supposed to move together,but SOXL is traded in the 24-hour market while SOXS closes right at 8 PM.It seems like I have to wait until tomorrow's pre-market,but why is that?.

Buying MU, SNDK, MRVL constantly?  

created at   53   7  
This makes up most of my portfolio,and since I bought in when it was high,I’m currently facing a big loss.But if I don't buy more,I feel like it'll go up,and if I do buy,I feel like it'll go down.It's foolish,isn't it.I plan on holding it long-term instea...

Fidelity is calling me so frequently  

created at   51   5  
I deposited a somewhat large sum of money (large for me) from selling a rental property into Fidelity.and Fidelity called me immediately,asking me to come to a branch for a consultation.Because of a bad experience in Korea.I just said "Okay" and hung up,an...

Apple using CXMT memory chips in the Chinese market

Apple using CXMT memory chips in the Chinese market  

created at   118   4  
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...

Is monday positive?  

created at   73   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...

Why SOXL Gained 3,500% While SOXX Rose 300%: The Magic of Daily Compounding

Why SOXL Gained 3,500% While SOXX Rose 300%: The Magic of Daily Compounding  

updated at   62   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...

The reason why GOOG dropped today - Ongoing Legal Challenges in the EU  

updated at   2,041   1  
Google's Ongoing Legal Challenges in the EUGoogle is currently facing significant legal pressure,including a new lawsuit from the European Union,bringing the total number of active lawsuits to two.This latest legal action carries substantial financial impl...

US Stock Market Forecasting  

updated at   960   12  
Let's enjoy the bounce.My prediction is that we still have a way to go.Don't watch too much economic news; focus on the charts and fundamentals.Tariff news might be meaningless noise for now.It's gone up a lot since yesterday because the market has been in...

My account is currently down over 20%, LOL  

created at   2,525   5  
A week ago,it was down 15%,but today it's over 20% down.The saying "cut your losses early in a bear market" really hits home now.My losses are so big now,I don't know what to do.I don't have any cash to buy the dip,and even if I did,I'm too scared to buy b...

Are there any stocks worth investing in this week? + My thoughts.  

created at   898   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.

All eyes are on Nvidia – next week is a crucial Nvidia earnings announcement.

All eyes are on Nvidia – next week is a crucial Nvidia earnings announcement.  

created at   1,790   4  
.Current NVIDIA Position: Even with + / - 10% volatility,it's within an ascending triangle (bullish),so it's not a problem.Currently,it's just before a golden cross (20-day and 50-day moving averages crossing),but if it breaks below this channel,the upward...

Cancellation of Microsoft Datacenter Lease Agreement

Cancellation of Microsoft Datacenter Lease Agreement  

updated at   1,078   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...