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HBM.ZIP

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...

Is Microsoft pulling everything up after its earnings last week?  

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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...

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...

Leopold Aschenbrenner  

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This is a 4-minute transcript from the July 30th broadcast of Fox Business,comparing the situation surrounding Leopold Aschenbrenner to the excessive leverage (investing through debt) of Korean investors.Just take a look ^^.** Hello everyone,good afternoon...

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)....

Reason for today's semiconductor surge: liquidation of situational awareness  

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The fund called Situational Awareness,founded by Leopold Aschenbrenner,a 20-something former OpenAI employee,was previously mentioned in this stock forum.It is reported that news reached the stock market this morning that they liquidated (were forced to li...

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👍.

Microsoft suddenly rose after hours. Meta crashed... Does anyone know the reason?  

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Did the earnings results come out? The market trend is suddenly diverging right after the close.

What should I do about DRAM?  

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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,please give me some advice ă… ă… .

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...

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?  

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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  

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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...

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...

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 ...

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...

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

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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...

Semiconductor stocks will be continued to drop more than 20% on monday, because of me  

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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...

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

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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.  

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.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  

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.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...