MICRON.ZIP

Micron 😭   created at Aug 19, 2026   58   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?...

The semiconductor boom is now over... What will be the next sector?   created at Aug 11, 2026   68   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...

Is long-term investing the answer for SNDK and MU? 😭   created at Aug 08, 2026   75   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...

Apple's earnings announcement and the impact on semiconductors   created at Jul 31, 2026   91   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   96   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...

Why is only NVDA struggling in after-hours lol   created at Jul 22, 2026   93   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...

The biggest problem with AI right now   created at Jul 29, 2026   77   12   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...

SNDK needs to rise 100% to recover its previous high haha   created at Jul 28, 2026   93   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.

I started buying semiconductor stocks today.   updated at Jul 28, 2026   91   11   I decided to start investing around 500,000 by dividing it into 10 installments of 50,000 each,and I made my first purchase this morning.My criterion for buying is on days with bad news and when SOXX drops by about 5%.I think it looks like a good position ...

Have you started averaging down on semiconductor stocks?   created at Jul 27, 2026   84   9   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...

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?   updated at Jul 27, 2026   97   7   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   created at Jul 25, 2026   88   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 Intel falling even with good earnings?   created at Jul 25, 2026   84   2   I think semiconductors are past their prime now.Even Amkor went up and is falling again.

Today's semiconductor (memory) race results announced! SNDK MU SKHY   created at Jul 24, 2026   89   2   1st MU +2.96%2nd SKHY +2.56%3rd SNDK +0.69%.SNDK was in first place the whole time but finished last.A round of applause for the participants who ran hard!!.

Intel Earnings Report   updated at Jul 27, 2026   115   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...

Semiconductor Hold   created at Jul 22, 2026   88   9   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   created at Jul 22, 2026   98   2   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   updated at Jul 22, 2026   88   4   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)   updated at Jul 21, 2026   89   6   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...

SOXX trading volume and market sentiment today... Sharing AI-related data.   created at Jul 21, 2026   100   4   If you ask AI,you get similar answers,and it's mostly stuff you already know,but since some of you might be busy,I'll share what I found.As you mentioned,SOXX's actual stock price is currently moving in the 520–530 range.It rose to an intraday high of 539...

Buying MU, SNDK, MRVL constantly?   created at Jul 21, 2026   102   7   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   created at Jul 21, 2026   96   5   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...

Semiconductor stocks will be continued to drop more than 20% on monday, because of me   created at Jul 20, 2026   114   6   I'm holding a massive position,going all-in with leverage. I absolutely cannot sell. I jumped into this fully prepared to lose everything,so don't get in recklessly.

Apple using CXMT memory chips in the Chinese market   created at Jul 19, 2026   167   4   Is it because China,which accounts for more than half of the AI research population,writes excellent algorithms even without NVDA chips?.Anthropic,OpenAI,and Gemini all view it similarly,suggesting there is about a 50 / 50 chance of Apple using CXMT memory...

Is monday positive?   created at Jul 19, 2026   116   4   Things always seem to move opposite to what people predict.Will semiconductor stocks rise on Monday? On what grounds does everyone think they will go up or down? I look forward to the wise answers of the experts to my foolish question.Wishing you all conti...

Sharing My Semiconductor Average Costs   created at Jul 17, 2026   161   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...

All eyes are on Nvidia – next week is a crucial Nvidia earnings announcement.   created at Feb 24, 2025   1,845   4   .Current NVIDIA Position: Even with + / - 10% volatility,it's within an ascending triangle (bullish),so it's not a problem.Currently,it's just before a golden cross (20-day and 50-day moving averages crossing),but if it breaks below this channel,the upward...

Cancellation of Microsoft Datacenter Lease Agreement   updated at Feb 24, 2025   1,126   3   .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...