SMH.zip

Today is a holiday, what are you guys getting into?

9513

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,...

NVDA Earnings Surprise

1842

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...

Possibility of a gamma squeeze in SNDK & SNXX emerges

1985

Grab your popcorn—and maybe a helmet—because the charts are whispering that SNDK and SNXX might be revving up for a wild gamma squeeze.So,why is everyone suddenly sweating over their terminals?.First,the big suits on Wall Street just loaded up on a stagg...

Micron 😭

19911

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?...

Do you think SK Hynix will keep going up in the future?

1882

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?.

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

17017

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...

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...

SanDisk's earnings announced today

1932

SanDisk's (SNDK) fiscal year 2026 fourth-quarter financial results announced today were an "earnings surprise" that exceeded expectations.However,as guidance for the next quarter fell somewhat short of the market's high expectations,the stock price decline...

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

19713

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

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...

Semiconductors and memory are expected to decline tomorrow as well.

1824

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...

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...

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

262

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...