INTEL.ZIP

The semiconductor boom is now over... What will be the next sector?   created at Aug 11, 2026   75   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...

Intel Earnings Report   updated at Jul 27, 2026   117   6   Here is a clean,structured,and polished summary of Intel’s (INTC) Q2 2026 Earnings Report and Earnings Call: .🚀 Intel (INTC) Q2 2026 Earnings SummaryIntel delivered a strong Q2 2026 performance,beating Wall Street expectations across key metrics.The resu...

Why is Intel falling even with good earnings?   created at Jul 25, 2026   86   2   I think semiconductors are past their prime now.Even Amkor went up and is falling again.

NVDA Earnings Surprise   created at Aug 27, 2026   45   2   NVDA reported another quarterly earnings surprise.Revenue: 96.2B (Expected:92.38B,surprise approx.+4%).Adjusted EPS: 2.22 (Expected:2.10–$2.22).Adjusted Gross Margin: 75%.Data Center Revenue: $89.0B (Expected: $85.86B).Compute & Networking: $88.30B,Hypers...

Semiconductors are now meme stocks.   created at Aug 19, 2026   62   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...

Micron 😭   created at Aug 19, 2026   66   11   This is crazy.It looks like it's giving back all the gains from the last few days.I really regret not selling when it almost reached my break-even point with just a little more rise.But is a rise in Treasury yields really a reason for it to drop this much?...

Is SpaceX a stock that will move in the same sector as data centers and semiconductors due to AI?   created at Aug 18, 2026   63   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...

It's fun watching semiconductors go up.   created at Aug 14, 2026   61   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...

My average purchase price for SanDisk is high, so please advise whether I should buy more to average down and exit, or if it is better to just stay put.   created at Aug 12, 2026   75   6   I'm hesitant to buy more because I'm afraid it might drop further or fail to go up.On the other hand,I'm not sure if just waiting is the right move either.My average price is 1650,and while I don't hold that many shares,it's a fairly large sum of money los...

Is long-term investing the answer for SNDK and MU? 😭   created at Aug 08, 2026   77   17   I bought SanDisk at 2,000 and Micron at1,150 T_T It plummeted right after I bought them.and it's a large amount of money.The loss is too massive to sell them off,so I think I'll just have to clear my mind and hold onto them for a few years.Fortunately,it's...

SanDisk's earnings announced today   created at Aug 06, 2026   100   2   SanDisk's (SNDK) fiscal year 2026 fourth-quarter financial results announced today were an "earnings surprise" that exceeded expectations.However,as guidance for the next quarter fell somewhat short of the market's high expectations,the stock price decline...

Ah… so this is why some people commit suicide…   created at Aug 01, 2026   81   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...

Apple's earnings announcement and the impact on semiconductors   created at Jul 31, 2026   96   12   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)....

Amazon's earnings report is good news for semiconductors.   created at Jul 31, 2026   101   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...

Semiconductors and memory are expected to decline tomorrow as well.   created at Jul 29, 2026   87   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...

SNDK needs to rise 100% to recover its previous high haha   created at Jul 28, 2026   97   3   Gosh.Since it's dropped to around the 1200s now.To get back up to the previous high in the 2300s.That means it needs to go up by al~most 100%.Wow.My head is spinning.

Morgan Stanley's Shawn Kim wrote another negative report on semiconductors (memory) lol   created at Jul 25, 2026   91   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,...

Why is only NVDA struggling in after-hours lol   created at Jul 22, 2026   96   2   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...