IPO.ZIP

Bad news for semiconductors   created at Sep 14, 2026   47   5   There is never a quiet day.TT I brought the content of the article below.Will this act as a major negative factor for semiconductors???? TT.Recently,Anthropic CEO Dario Amodei suggested pacing (slowing down) AI development,and Elon Musk and Sam Altman (Ope...

SPCX rising for some reason   created at Aug 08, 2026   122   10   Out of nowhere,SPCX decided to wake up today and randomly jump over 12%.There was no groundbreaking news or massive press release—just the market apparently realizing that the lock-up expiration wasn't the apocalyptic event everyone feared.Right now,I’m ...

For those who have been holding PLTR since the IPO, what are your plans?   updated at Jul 25, 2026   141   1   I have held PLTR ever since it went public.Even when it was mocked with the nickname "Run Away Quickly," I just left it alone. Since then,it has gone up a lot.It has been stagnant lately,but when I think about back then,I am glad it has grown so much. I ha...

Semiconductors are now meme stocks.   created at Aug 19, 2026   121   14   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...

Is SpaceX a stock that will move in the same sector as data centers and semiconductors due to AI?   created at Aug 18, 2026   117   1   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...

PLTR put options I tried out of boredom   created at Aug 16, 2026   114   4   PLTR has always dropped after ER since 2025.Of course,every situation is different.So I just put in a tiny bit purely for fun.If I make a profit,I'm going to go eat something delicious.

It's fun watching semiconductors go up.   created at Aug 14, 2026   109   5   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?   created at Aug 11, 2026   130   5   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...

Palantir average cost of 170. Is this what pure gambling feels like?   created at Aug 08, 2026   161   10   I don't have many.Just 40.I suffered for a really long time with an average price of 170 and told myself I'd sell once it hit 170.Human nature is so fickle.Now that it's fluctuating between 169,170,and 171,I keep going back and forth on whether to sell or ...

Escaped the Palantir Rollercoaster: What "safe" stock will keep me warm at night?   created at Aug 06, 2026   139   12   I somehow survived the emotional damage of holding Palantir. Didn't panic sell,held my breath,and actually managed to pull my money out slightly above break-even. Honestly? I consider not losing my shirt a massive victory.My "responsible adult" side is alr...

Palantir Technologies Q2 FY2026 Earnings & Market Performance   created at Aug 05, 2026   147   Market Response and Stock SurgePalantir Technologies (NYSE: PLTR) experienced a massive stock rally following the release of its quarterly financial results,significantly outpacing Wall Street expectations:Single-Day Gain: The stock surged 29.45% in a sing...

It looks like Michael Burry is covering his Palantir short position.   created at Aug 05, 2026   134   7   https: / / www.tradingview.com .Well,his profits might have been good so far,but now it seems he has no choice but to cover.

PLTR 🚀🚀🚀   created at Aug 05, 2026   124   13   PLTR is officially blasting off to the moon! 🚀🚀🚀.Remember when holding this stock felt like an extreme sport,and checking our portfolios was just a daily lesson in emotional damage? I lost count of how many times I stared at my screen,questioning my lif...

Palantir's earnings are fantastic.   updated at Aug 04, 2026   136   16   There I was at 3:59 PM,sweaty-palmed and hovering over the refresh button,fully prepared for the emotional damage that usually comes with tech earnings season.I even had my "sad-boy" instant ramen sitting on the counter,ready for the inevitable financial g...

SpaceX lockup expiration   created at Aug 03, 2026   134   1   According to ChatGPT:The actual first lock-up expiration is scheduled to take place on Thursday,August 6,two trading days after the earnings announcement.At this time,approximately 20% of the shares held by early investors and employees will become availab...

Palantir Stock Forecast & Q2 Earnings Preview: Can the Upward Momentum Continue?   created at Aug 03, 2026   132   1.Q1 Financial Performance: Defying the Law of Large NumbersWhen Palantir reported its Q1 earnings,the market was stunned by the shear magnitude of its growth.For a mature software enterprise generating billions in annual revenue,accelerating top-line grow...

Leopold Aschenbrenner   created at Aug 03, 2026   164   5   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...

Ah… so this is why some people commit suicide…   created at Aug 01, 2026   117   16   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...

Is SpaceX already a companion stock?   created at Jul 31, 2026   148   6   I'm not even asking for it to go to the moon or Mars,I just wish it wouldn't fall.A drop at a time like this.

Amazon's earnings report is good news for semiconductors.   created at Jul 31, 2026   146   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...

Reason for today's semiconductor surge: liquidation of situational awareness   created at Jul 31, 2026   157   20   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...

Palantir - Why, what are you doing?   created at Jul 31, 2026   170   7   Even on a day like today,it's negative.Seriously,I'm speechless.

Semiconductors and memory are expected to decline tomorrow as well.   created at Jul 29, 2026   130   4   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...

The biggest problem with AI right now   created at Jul 29, 2026   132   12   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...

Starship 13 was successful at 4 PM PDT on July 24, but SPCX is down.   updated at Jul 27, 2026   151   2   Oh dear.Yes—this is a classic “buy the rumor,sell the news” situation.A successful Starship 13 did not necessarily mean SPCX should rise that afternoon.The main reasons were likely:The success was already anticipated and priced in.SPCX had been under pr...

Morgan Stanley's Shawn Kim wrote another negative report on semiconductors (memory) lol   created at Jul 25, 2026   134   6   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,...

I think we need to be careful with tickers that have many derivative products (Tesla, Palantir, etc. T_T)   created at Jul 24, 2026   130   7   I heard this from a YouTuber,so please just use it as a reference.Taking an underlying stock like Tesla or Palantir as an example,stocks with many related derivative products—such as 2x / 3x leverage,inverse,covered calls,etc.—are said to have massive tr...

Ultimately, I think Trump will ruin the American economy, including the stock market   created at Feb 25, 2025   3,640   7   As everyone knows,the stock market's biggest fear is uncertainty,and right now,there's nothing more frightening or unpredictable than Trump and Elon Musk's actions.There's never been anything like this in American history.You could call it reform,or you co...

Cancellation of Microsoft Datacenter Lease Agreement   updated at Feb 24, 2025   1,169   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...