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Wow, Iran is driving me crazy.  

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Fortunately,South Korea's Samsung and Hynix had a good start when the market opened,but now news of an Iranian attack is breaking.T_T T_T.Iran has fired ballistic missiles again toward US military bases in the Middle East.According to a statement from the ...

Morgan Stanley's Shawn Kim wrote another negative report on semiconductors (memory) lol  

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This is the person who shocked the market by writing an extremely negative "Winter is Coming" report about the semiconductor industry that was poised to do well in 2024,cutting Hynix's target price in half.only for semiconductor stocks to soar right after,...

Apple using CXMT memory chips in the Chinese market

Apple using CXMT memory chips in the Chinese market  

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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...

Semiconductors are now meme stocks.  

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Because earnings are far away,while supply and demand are right in front of us.Therefore,semiconductor stock prices can change constantly,so do not make a fuss when they go up,and stop talking nonsense like wanting to commit suicide when they go down.Semic...

The one rising in the midst of all this...  

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Bitcoin!Thank you for not dropping and rising even a little bit,at least!At least I avoided getting slapped on both cheeks.Please hang in there.Feat.AppleI don't own Apple,but honestly,it's just annoying these days.(Sorry to Apple shareholders) As a semico...

How long will AAPL keep falling?..  

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I thought it was going up so I bought at the peak,but it keeps falling.How long will it keep dropping?.Semiconductor stocks started rising right after I cut half my losses,(I should have held on for just two more days.ㅠㅠ) I really don't know what I shoul...

Is SpaceX a stock that will move in the same sector as data centers and semiconductors due to AI?  

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I am thinking of buying the inverse stock (SPCG) because I feel it is overvalued in the short to medium term and there are upcoming lock-up shares,but it also seems risky if it continues to move together with semiconductors.AI views the stock price negativ...

It's fun watching semiconductors go up.  

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The fundamentals haven't changed,but they drove the price down with all kinds of excuses,and now during the pump,they bring back the same logic and make a big fuss.I guess I shouldn't have listened to them when buying stocks.It seems just riding the moment...

The semiconductor boom is now over... What will be the next sector?  

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It seems the frantic craze around semiconductors (Micron,SanDisk,Intel,etc.) is already over,with big players including Trump having pumped it up and cashed out,leaving mostly retail investors stuck at the peak holding on.What do you think will be the next...

I accidentally bought 100 shares of Apple at 337. When should I average down?  

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So,it turns out Past Me set a clever little trap,and Present Me walked right into it.I completely forgot about an old limit buy order until my broker sent a friendly notification today: "Congratulations! You just bought 100 shares at $337!".Surprise! My ba...

Ah… so this is why some people commit suicide…  

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I'm such a coward and can't read the market at all—stocks drop despite good earnings and rise even when interest rates go up.Not knowing what to follow,I just watched for a few days,and after hearing that semiconductors were crashing,of all days,yesterday...

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)....

Tim Cook again mentions the need for Chinese products, saying "It is better to have three or more memory suppliers  

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Congratulations to those who bought during yesterday's panic.I couldn't buy because I completely ran out of cash,but it surged by $70,000 today alone.I'm still in the red,but I'm holding out hope that things will get better from now on.Tim Cook once again ...

Semiconductors and memory are expected to decline tomorrow as well.  

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Hynix is plummeting after earnings.Samsung Electronics is falling along with it.Memory stocks are also plummeting during the US overnight session.I'm even scared to average down starting tomorrow.As expected,index funds seem to be the answer.I guess I shou...