Why is SanDisk acting like this on its own?
MicronHynixare all fluctuating around 1%,so why is this one alone down 4%? hahaNvidia,Apple,etc.Nasdaq is doing really well.
NASDAQ.zip
Wow... It's skyrocketing without even giving a chance to get on.
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...
Today is a holiday, what are you guys getting into?
I have about $10,000 to spare right now,so I'm keeping an eye out for what to buy.Should I just buy more VGT and forget about it.or should I diversify into other areas? My portfolio is already heavily concentrated in tech with SMH,VGT,NVDA,VOO,SNDK,and MU,...
For Apple Shareholders Only
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.
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...
NVDA Earnings Surprise
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...
Micron 😭
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 one rising in the midst of all this...
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?..
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.ㅠㅠ) I really don't know what I shoul...
Do you think SK Hynix will keep going up in the future?
I bought some,and my heart sank when it dropped sharply at the end of July,but lately it's been on an upward trend while fluctuating up and down.It definitely isn't as steady as US stocks like NVDA,so what are your thoughts on its outlook?.
The semiconductor boom is now over... What will be the next sector?
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? 😭
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...
Am I crazy, or is Nvidia about to smash its all-time high again?
I’ll admit it—I’ve been refreshing my portfolio so often today that my phone officially thinks Nvidia is a social media app.Call it foolish optimism,but I have this strong gut feeling that we’re going to touch that glorious $236.54 peak again very soon...
I accidentally bought 100 shares of Apple at 337. When should I average down?
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?
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
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.
📊 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...
Tim Cook again mentions the need for Chinese products, saying "It is better to have three or more memory suppliers
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 ...
Wow, Iran is driving me crazy.
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 ...
SNDK needs to rise 100% to recover its previous high haha
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
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
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...
Flying SNDK & SKHY & MU, running AMD, crawling NVDA
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)
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...
Apple using CXMT memory chips in the Chinese market
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...
All eyes are on Nvidia – next week is a crucial Nvidia earnings announcement.
.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...