Amazon's earnings report is good news for semiconductors.created at 11  10 đź“Š Amazon Q2 Earnings Key Highlights (Earnings Surprise).Net Sales: 200.6B (Up +20% YoY, |
Microsoft pulled off a big one.created at 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, |
Apple's earnings announcement and the impact on semiconductorscreated at 10 12 Here is a summary of Apple's FY2026 Q3 earnings results announced today (July 30, |
Reason for today's semiconductor surge: liquidation of situational awarenesscreated at 12 20 The fund called Situational Awareness, |
MSFT up 7% after hourscreated at 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 significantlyđź‘Ť. |
Microsoft suddenly rose after hours. Meta crashed... Does anyone know the reason?created at 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 22 2 I bought into DRAM way too late ă… ă… My average cost is $68.5 ă… ă… I hold a large position too ă… ă… .I don't know what to do.I feel like it will keep dropping further ă… ă… .Experts, |
The biggest problem with AI right nowcreated at 19 12 An acquaintance's son is a researcher at a famous AI company, |
Once the AI data center is completed, updated at |
Two key points to watch for Google's earningscreated at 33 2 First, |
Why is only NVDA struggling in after-hours lolcreated at 37 2 Right now, |
Semiconductor Holdcreated at 35 9 I hold SOXX, |
Reuters) US-China official AI dialogue launchedcreated at 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 ... |
Is this also a talent? (Currently -40% on blue-chip stocks)updated at 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, |
SOXX trading volume and market sentiment today... Sharing AI-related data.created at 48 4 If you ask AI, |
Semiconductor stocks will be continued to drop more than 20% on monday, created at |
Sharing My Semiconductor Average Costscreated at 91 I kept averaging down little by little, |
Are there any stocks worth investing in this week? + My thoughts.created at 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. |
All eyes are on Nvidia – next week is a crucial Nvidia earnings announcement.created at 1,777 4 .Current NVIDIA Position: Even with + / - 10% volatility, |
Cancellation of Microsoft Datacenter Lease Agreementupdated at 1,067 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, |
