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MICRON.ZIP

Why is SanDisk acting like this on its own?  

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MicronHynixare all fluctuating around 1%,so why is this one alone down 4%? hahaNvidia,Apple,etc.Nasdaq is doing really well.

Micron 😭  

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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?  

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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...

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

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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...

Apple's earnings announcement and the impact on semiconductors  

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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.  

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📊 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...

Why is only NVDA struggling in after-hours lol  

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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...

For Apple Shareholders Only  

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I think Apple is annoyingly good at business.The reason is that they let other companies jump in first and compete to see what actually works.Then they take what has been proven and make it better.Never the first.Yet they always win.Personal Computer (1977...

Why is AMD acting like this lately? I rebalanced my portfolio, and it's so frustrating.  

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I was so heavily invested in NVDA that I trimmed about half of it and rebalanced by buying AMD.I knew it had gone up a lot this year,but I thought diversifying was the right move.However,right after I bought it,it slid after earnings and keeps struggling d...

The one rising in the midst of all this...  

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Bitcoin!Thank you for not dropping and rising even a little bit,at least!At least I avoided getting slapped on both cheeks.Please hang in there.Feat.AppleI don't own Apple,but honestly,it's just annoying these days.(Sorry to Apple shareholders) As a semico...

How long will AAPL keep falling?..  

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I thought it was going up so I bought at the peak,but it keeps falling.How long will it keep dropping?.Semiconductor stocks started rising right after I cut half my losses,(I should have held on for just two more days.ã… ã… ) I really don't know what I shoul...

Dram. Koru average price. $68.$34  

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I hold a large quantity too.I want to trim half once it reaches my average price,but it will get there,right?.

What should I do with my tax-advantaged account? I need to average down with $15,000.  

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Since it's a Canadian tax-sheltered account,it might be a bit different from the US,but first of all,both capital gains and dividends are tax-free.My contribution limit for this year is $15,000.My current account is 55% VGT,30% NVDA,and 15% miscellaneous,b...

MU, DRAM  

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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...

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

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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.  

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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...

I accidentally bought 100 shares of Apple at 337. When should I average down?  

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So,it turns out Past Me set a clever little trap,and Present Me walked right into it.I completely forgot about an old limit buy order until my broker sent a friendly notification today: "Congratulations! You just bought 100 shares at $337!".Surprise! My ba...

Is Microsoft pulling everything up after its earnings last week?  

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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...

It hit an all-time high for the first time in a while.  

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After dropping like crazy,it rose a little every day and hit the peak again.Hang in there,everyone.FYI,my main holdings areCostKobank stocks.A bit on the safe side~~I don't have many semiconductor stocks.I was just watching while everyone else was going up...

Amazon is finally going~~~  

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While semiconductor stocks were soaring,Amazon was stuck in a range for a long time,so I often felt frustrated wondering if I should keep holding onto it.Since they were RSUs and I had a large number of shares,I couldn't easily sell them off,so I patiently...

Tim Cook again mentions the need for Chinese products, saying "It is better to have three or more memory suppliers  

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Congratulations to those who bought during yesterday's panic.I couldn't buy because I completely ran out of cash,but it surged by $70,000 today alone.I'm still in the red,but I'm holding out hope that things will get better from now on.Tim Cook once again ...

Microsoft pulled off a big one.  

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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...

What should I do about DRAM?  

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

Wow, Iran is driving me crazy.  

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Fortunately,South Korea's Samsung and Hynix had a good start when the market opened,but now news of an Iranian attack is breaking.T_T T_T.Iran has fired ballistic missiles again toward US military bases in the Middle East.According to a statement from the ...

Once the AI data center is completed, will there be a real estate restructuring and a further differentiation of benefits for citizens and permanent residents?  

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This is a remarkably deep and well-structured thought exercise.It moves past the surface-level discussion of "Will AI take my job?" and delves into the second- and third-order economic,spatial,and political consequences of a fully automated,AI-driven socie...

Morgan Stanley's Shawn Kim wrote another negative report on semiconductors (memory) lol  

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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,...

Semiconductor Hold  

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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...

Reuters) US-China official AI dialogue launched  

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Launch of Official US-China AI Consultation BodyThe United States and China have agreed to hold their first official high-level AI talks in September.This meeting is a follow-up to the Trump-Xi summit in May and is scheduled to be held before Xi's planned ...

Flying SNDK & SKHY & MU, running AMD, crawling NVDA  

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SNDK / MU neck and neck,up 13%SKHY up 10%AMD up in the 7% rangeNVDA crawling below 1%.

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

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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...