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NVIDIA.ZIP

Am I crazy, or is Nvidia about to smash its all-time high again?  

created at   49   13  
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...

Apple's earnings announcement and the impact on semiconductors  

created at   64   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   66   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...

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

updated at   65   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...

All eyes are on Nvidia – next week is a crucial Nvidia earnings announcement.

All eyes are on Nvidia – next week is a crucial Nvidia earnings announcement.  

created at   1,808   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...

Microsoft pulled off a big one.  

created at   62   4  
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  

created at   53   9  
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👍.

Microsoft suddenly rose after hours. Meta crashed... Does anyone know the reason?  

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Did the earnings results come out? The market trend is suddenly diverging right after the close.

What should I do about DRAM?  

created at   59   2  
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.

Semiconductors and memory are expected to decline tomorrow as well.  

created at   58   4  
Hynix is plummeting after earnings.Samsung Electronics is falling along with it.Memory stocks are also plummeting during the US overnight session.I'm even scared to average down starting tomorrow.As expected,index funds seem to be the answer.I guess I shou...

The biggest problem with AI right now  

created at   57   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...

I started buying semiconductor stocks today.  

updated at   63   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   53   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?  

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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...

US Vice President Vance Stock Portfolio.jpg

US Vice President Vance Stock Portfolio.jpg  

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Google... earnings are good, but it's plunging because they said they'll pour in more money...  

updated at   58   10  
Anxiety over whether earnings will justify pouring so much money in,and taking a step back since profits can't be realized immediately and we have to wait and see for a long time…. Google's stock price is plummeting…. What kind of future lies ahead? It's...

Two key points to watch for Google's earnings  

created at   67   2  
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...

Why is only NVDA struggling in after-hours lol  

created at   68   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...

Semiconductor Hold  

created at   61   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  

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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 ...

SOXX trading volume and market sentiment today... Sharing AI-related data.  

created at   71   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...

Fidelity is calling me so frequently  

created at   72   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   80   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

Apple using CXMT memory chips in the Chinese market  

created at   138   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   88   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   132  
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...

US Stock Market Forecasting  

updated at   978   12  
Let's enjoy the bounce.My prediction is that we still have a way to go.Don't watch too much economic news; focus on the charts and fundamentals.Tariff news might be meaningless noise for now.It's gone up a lot since yesterday because the market has been in...

My account is currently down over 20%, LOL  

created at   2,544   5  
A week ago,it was down 15%,but today it's over 20% down.The saying "cut your losses early in a bear market" really hits home now.My losses are so big now,I don't know what to do.I don't have any cash to buy the dip,and even if I did,I'm too scared to buy b...

Cancellation of Microsoft Datacenter Lease Agreement

Cancellation of Microsoft Datacenter Lease Agreement  

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.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...