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...
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 ...
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...
Anthropic has reportedly signed a multi-year cloud computing contract with IREN.Anthropic's total AI data center lease commitment is reportedly around $530 billion,and the specific contract amount with IREN has not yet been disclosed.I hope this deal serve...
When Elon Musk mentions using "SI" in company names or project titles,he is almost certainly referring to one of two main concepts (with the first being the most likely based on his engineering background): .1.*SI = International System of Units (Système ...
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...
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 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.
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...
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 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 ...
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...
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...
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 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...
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...
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...
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...
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...
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...
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 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...
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...
Even on a day like today,it's negative.Seriously,I'm speechless.
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...
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...
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...
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 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...
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...