KOSPI.zip

Leopold Aschenbrenner

2225

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...

KOSPI 5,680... drops another 5%

1693

It clearly shows that stocks are a risky asset.With the index down -35% from its peak,if you fail to read the market's up and down movements properly,you will lose money and lose your mental health.Rather than betting,we should endure well until the next b...

Why is only NVDA struggling in after-hours lol

2062

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...

The market closed at a level that is neither support nor resistance..

34

All individual stocks and ETFs closed at a point that is neither near support nor resistance,so I feel really anxious.It seems right to buy in installments at times like this,but remembering how the market kept sliding down until December during Trump's fi...

Proof that I'm all thumbs... T_T

7712

I bought IREN at an average price of 39 thinking it had dropped a bit,SanDisk at1650 also thinking it dropped a bit,and KORU at $21 hoping for a rebound—at this point,I really have terrible luck with stocks.TT I thought I did my research by reading articl...

When would be a good time to invest $30,000?

505

Not long after starting my Roth IRA,I bought semiconductor stocks,but I panicked during the sharp drop a few months ago and cashed out everything.Fortunately,I ended up with a small profit above my principal.I have about 30,000 in the account,and I am thin...

Bad news for semiconductors

1075

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...

Micron 😭

19911

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?...

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

1855

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...

Looks like another week of a bear market is starting.

15911

I took one look at the calendar,saw Wednesday's CPI report staring back at me,and felt my portfolio flinch.It looks like semiconductors are warming up for another gold-medal-worthy plunge.Ah yes,Delta,Gamma,continuous delta-hedging short sales,and negative...

Is long-term investing the answer for SNDK and MU? 😭

17017

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...

How to secure cash at the peak

17912

I have been investing in stocks for 7 years.I mostly just buy and rarely sell,so my returns are not bad.But since I need to use all this money within the next two years,I am trying to play it a bit conservatively.Reading the comments,I noticed many people ...

SanDisk's earnings announced today

1932

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...

Wow... It's skyrocketing without even giving a chance to get on.

19121

Up +3% in a single day? The market is officially flexing on us.Yesterday,watching the Korean market just limp along,I thought,"Yep,brace for impact,today is going to be a red day." Plot twist: NASDAQ woke up and chose violence—in the best way possible.Hon...

Is Microsoft pulling everything up after its earnings last week?

1904

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...

Apple's earnings announcement and the impact on semiconductors

19812

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.

19410

📊 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 biggest problem with AI right now

18212

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...

Have you started averaging down on semiconductor stocks?

1649

I haven't even been able to open my account yet.My 401(k) with only ETFs doesn't drop much anyway so I'm not worried about it,but getting greedy and buying individual stocks was the problem.I need to average down,but I have no idea when to do it.I'm planni...

Cancellation of Microsoft Datacenter Lease Agreement

Cancellation of Microsoft Datacenter Lease Agreement

1,2233

.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...