Semiconductor.zip

Apple's earnings announcement and the impact on semiconductors

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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)....

I started buying semiconductor stocks today.

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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?

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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?

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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...

The market closed at a level that is neither support nor resistance..

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All individual stocks and ETFs closed at a point that is neither near support nor resistance,so I feel really anxious.It seems right to buy in installments at times like this,but remembering how the market kept sliding down until December during Trump's fi...

News: Anthropic signs multi-year cloud computing deal with Iren

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Anthropic has reportedly signed a multi-year cloud computing contract with IREN.Anthropic's total AI data center lease commitment is reportedly around $530 billion,and the specific contract amount with IREN has not yet been disclosed.I hope this deal serve...

When would be a good time to invest $30,000?

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Not long after starting my Roth IRA,I bought semiconductor stocks,but I panicked during the sharp drop a few months ago and cashed out everything.Fortunately,I ended up with a small profit above my principal.I have about 30,000 in the account,and I am thin...

For Apple Shareholders Only

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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...

Bad news for semiconductors

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There is never a quiet day.TT I brought the content of the article below.Will this act as a major negative factor for semiconductors???? TT.Recently,Anthropic CEO Dario Amodei suggested pacing (slowing down) AI development,and Elon Musk and Sam Altman (Ope...

The one rising in the midst of all this...

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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?..

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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...

Looks like another week of a bear market is starting.

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I took one look at the calendar,saw Wednesday's CPI report staring back at me,and felt my portfolio flinch.It looks like semiconductors are warming up for another gold-medal-worthy plunge.Ah yes,Delta,Gamma,continuous delta-hedging short sales,and negative...

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

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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...

How to secure cash at the peak

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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

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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...

Amazon's earnings report is good news for semiconductors.

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📊 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...

Microsoft pulled off a big one.

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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?

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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%

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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...

Why is only NVDA struggling in after-hours lol

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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

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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...