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SEMICONDUCTOR.ZIP

Apple's earnings announcement and the impact on semiconductors  

created at   55   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)....

Reason for today's semiconductor surge: liquidation of situational awareness  

created at   50   20  
The fund called Situational Awareness,founded by Leopold Aschenbrenner,a 20-something former OpenAI employee,was previously mentioned in this stock forum.It is reported that news reached the stock market this morning that they liquidated (were forced to li...

I started buying semiconductor stocks today.  

updated at   50   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   45   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...

Is monday positive?  

created at   77   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...

How to secure cash at the peak  

created at   10   12  
I have been investing in stocks for 7 years.I mostly just buy and rarely sell,so my returns are not bad.But since I need to use all this money within the next two years,I am trying to play it a bit conservatively.Reading the comments,I noticed many people ...

MU, DRAM  

created at   14   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...

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

created at   26   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...

It looks like Michael Burry is covering his Palantir short position.

It looks like Michael Burry is covering his Palantir short position.  

created at   29   7  
https: / / www.tradingview.com .Well,his profits might have been good so far,but now it seems he has no choice but to cover.

(Photo) Honestly, the semiconductor chart doesn't make sense right now..

(Photo) Honestly, the semiconductor chart doesn't make sense right now..  

updated at   35   9  
It's a chart where you couldn't complain even if SOXX drops at least another 30% (~75% for SOXL).

I accidentally bought 100 shares of Apple at 337. When should I average down?  

updated at   36   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...

Leopold Aschenbrenner  

created at   45   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...

Amazon's earnings report is good news for semiconductors.  

created at   53   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   51   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 ...

Microsoft pulled off a big one.  

created at   52   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...

What should I do about DRAM?  

created at   51   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.

KOSPI 5,680... drops another 5%  

created at   41   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...

The biggest problem with AI right now  

created at   45   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 think we need to be careful with tickers that have many derivative products (Tesla, Palantir, etc. T_T)  

created at   50   7  
I heard this from a YouTuber,so please just use it as a reference.Taking an underlying stock like Tesla or Palantir as an example,stocks with many related derivative products—such as 2x / 3x leverage,inverse,covered calls,etc.—are said to have massive tr...

Why is only NVDA struggling in after-hours lol  

created at   52   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   51   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...

Surging like this at this time of night? Midnight Eastern  

created at   50   1  
I was sitting in front of the computer until late planning my vacation,and right before lying down to sleep,I opened my chart app and saw semiconductor stocks surging,which made me wide awake.I hurriedly searched the news and also asked the AI.Why futures ...

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

updated at   53   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   58   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...

Semiconductor stocks will be continued to drop more than 20% on monday, because of me  

created at   69   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   123   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...

Why SOXL Gained 3,500% While SOXX Rose 300%: The Magic of Daily Compounding

Why SOXL Gained 3,500% While SOXX Rose 300%: The Magic of Daily Compounding  

updated at   68   3  
SOXX went from around 150 in April last year to its peak of around650 this year.On the other hand,SOXL went from its lowest point of around 8 last year to its peak of around300 this year.I know SOXL is supposed to be 3x SOXX,but looking at their respective...

Sharing My Semiconductor Average Costs  

created at   113  
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.

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

created at   1,796   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

Cancellation of Microsoft Datacenter Lease Agreement  

updated at   1,079   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...