Google.zip

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

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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...

The biggest problem with AI right now

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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...

Two key points to watch for Google's earnings

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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...

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

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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...

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

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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...

It is so hectic after the market close today.

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As of 5:16 PM EST MSFT +4% Phew,what a relief GOOG -10.5% Sigh,driving me crazy PANW -6.7% -> Impact of FTNT's disastrous earnings CRM -6% -> Impact of NOW's disastrous earnings LITE +12% -> Why are you going up???.

SOXL

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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

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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...

Tech stock allocation ahead of retirement

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I’m officially two years away from retirement,but my portfolio seems to think I’m still a 25-year-old crypto bro.About 50% of my entire net worth is riding high on tech through QQQ.Sounds terrifying for a future retiree,right? Except I haven’t bought a ...

It hit an all-time high for the first time in a while.

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After dropping like crazy,it rose a little every day and hit the peak again.Hang in there,everyone.FYI,my main holdings areCostKobank stocks.A bit on the safe side~~I don't have many semiconductor stocks.I was just watching while everyone else was going up...

Amazon is finally going~~~

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While semiconductor stocks were soaring,Amazon was stuck in a range for a long time,so I often felt frustrated wondering if I should keep holding onto it.Since they were RSUs and I had a large number of shares,I couldn't easily sell them off,so I patiently...

Apple's earnings announcement and the impact on semiconductors

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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.

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📊 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.

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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...

MSFT up 7% after hours

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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?

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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.

Semiconductor Hold

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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

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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 ...