MSFT.zip

MU, DRAM

19715

After two agonizing years of watching MSFT do absolutely nothing,I finally lost my patience and sold every last share.Naturally,I rotated heavily into MU—because all the "experts" swore memory chips were guaranteed to fly high this year.And how did the st...

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...

Microsoft pulled off a big one.

2164

Microsoft pulled off a big move faster than expected.They say they are cutting CapEx numbers (though Gemini explains actual spending remains fixed).I thought Meta would do it,but anyway.now that someone ignited the spark,over time they will competitively t...

MSFT up 7% after hours

1639

Is it going up because they said they won't spend more money?. Presented an outlook that monetization will outpace spendingThey say Azure revenue guidance has improved significantly👍.

Two key points to watch for Google's earnings

1972

First,looking at the M7 stocks and Google with the daily price and volume analysis we've created so far using Claude code.Looking at Google's price analysis,it doesn't look very good.Ticker Overall buy / sell RSI(14) MACD MA Status ADX (Trend)QQQ Hold +1 4...

What a shock 😭 Google is down 4%: AI leadership has left again

1746

My heart almost jumped out of my chest this morning when I opened my portfolio and saw Google taking a casual -4% nosebleed.The headlines were screaming bloody murder: "Google AI in Crisis! Demis Hassabis Steps Down as DeepMind CEO! Jeff Dean Leaves!" Natu...

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...

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...

What should I do about DRAM?

1942

I bought into DRAM way too late ㅠㅠ My average cost is $68.5 ㅠㅠ I hold a large position too ㅠㅠ.I don't know what to do.I feel like it will keep dropping further ㅠㅠ.Experts,please give me some advice ㅠㅠ.

The biggest problem with AI right now

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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...

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...

Semiconductor Hold

2049

I hold SOXX,SOXL,DRAM,and individual stocks,and they have recovered from -15% to +15%. I don't know if this is a technical rebound or if a W double bottom is coming,but I believe in AI (after listening to Lee Sun-yeob,Park Byeong-chang,and Yoon Ji-ho on Sa...

Is this also a talent? (Currently -40% on blue-chip stocks)

2026

I started investing in stocks for the first time at the end of May (the problem was that my CD matured and I got a lump sum of money T_T).I've been investing in Microsoft,Google,Amazon,Nvidia,SPY,QQQ,DRAM,and FLKR in my own way,but I'm currently down 40%.I...

Buying MU, SNDK, MRVL constantly?

1997

This makes up most of my portfolio,and since I bought in when it was high,I’m currently facing a big loss.But if I don't buy more,I feel like it'll go up,and if I do buy,I feel like it'll go down.It's foolish,isn't it.I plan on holding it long-term instea...

Fidelity is calling me so frequently

1915

I deposited a somewhat large sum of money (large for me) from selling a rental property into Fidelity.and Fidelity called me immediately,asking me to come to a branch for a consultation.Because of a bad experience in Korea.I just said "Okay" and hung up,an...

Sharing My Semiconductor Average Costs

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I kept averaging down little by little,and today I finally used up all the cash I had left in my account.I'm curious to know what the average cost is for those of you who kept averaging down.To share mine first.DRAM 65.10SOXL 179.50MU 1,041SNDK 1,700SNXX 2...

The reason why GOOG dropped today - Ongoing Legal Challenges in the EU

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Google's Ongoing Legal Challenges in the EUGoogle is currently facing significant legal pressure,including a new lawsuit from the European Union,bringing the total number of active lawsuits to two.This latest legal action carries substantial financial impl...