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SANDISK.ZIP

Why is SanDisk acting like this on its own?  

created at   35   5  
MicronHynixare all fluctuating around 1%,so why is this one alone down 4%? hahaNvidia,Apple,etc.Nasdaq is doing really well.

My average purchase price for SanDisk is high, so please advise whether I should buy more to average down and exit, or if it is better to just stay put.  

created at   107   6  
I'm hesitant to buy more because I'm afraid it might drop further or fail to go up.On the other hand,I'm not sure if just waiting is the right move either.My average price is 1650,and while I don't hold that many shares,it's a fairly large sum of money los...

The semiconductor boom is now over... What will be the next sector?  

created at   121   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   112   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...

SanDisk's earnings announced today  

created at   135   2  
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...

SNDK needs to rise 100% to recover its previous high haha  

created at   134   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.

Why is only NVDA struggling in after-hours lol  

created at   138   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...

For Apple Shareholders Only  

created at   10   4  
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.  

created at   56   5  
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...

Micron 😭  

created at   116   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 one rising in the midst of all this...  

created at   97   6  
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?..  

created at   105   13  
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...

MU, DRAM  

created at   125   15  
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...

Wow... It's skyrocketing without even giving a chance to get on.  

created at   130   21  
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?  

updated at   119   3  
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?  

created at   123   4  
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...

Leopold Aschenbrenner  

created at   155   5  
This is a 4-minute transcript from the July 30th broadcast of Fox Business,comparing the situation surrounding Leopold Aschenbrenner to the excessive leverage (investing through debt) of Korean investors.Just take a look ^^.** Hello everyone,good afternoon...

Apple's earnings announcement and the impact on semiconductors  

created at   132   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   139   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...

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

created at   123   1  
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 ...

KOSPI 5,680... drops another 5%  

created at   115   3  
It clearly shows that stocks are a risky asset.With the index down -35% from its peak,if you fail to read the market's up and down movements properly,you will lose money and lose your mental health.Rather than betting,we should endure well until the next b...

Wow, Iran is driving me crazy.  

created at   114   9  
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 ...

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

created at   127   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   123   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   130   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   154   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...

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

updated at   131   4  
SNDK / MU neck and neck,up 13%SKHY up 10%AMD up in the 7% rangeNVDA crawling below 1%.

Buying MU, SNDK, MRVL constantly?  

created at   144   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   135   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...

Apple using CXMT memory chips in the Chinese market

Apple using CXMT memory chips in the Chinese market  

created at   212   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...