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SEMICONDUCTORS.ZIP

Semiconductors are now meme stocks.  

created at   62   14  
Because earnings are far away,while supply and demand are right in front of us.Therefore,semiconductor stock prices can change constantly,so do not make a fuss when they go up,and stop talking nonsense like wanting to commit suicide when they go down.Semic...

Is SpaceX a stock that will move in the same sector as data centers and semiconductors due to AI?  

created at   63   1  
I am thinking of buying the inverse stock (SPCG) because I feel it is overvalued in the short to medium term and there are upcoming lock-up shares,but it also seems risky if it continues to move together with semiconductors.AI views the stock price negativ...

It's fun watching semiconductors go up.  

created at   61   5  
The fundamentals haven't changed,but they drove the price down with all kinds of excuses,and now during the pump,they bring back the same logic and make a big fuss.I guess I shouldn't have listened to them when buying stocks.It seems just riding the moment...

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

created at   75   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...

Ah… so this is why some people commit suicide…  

created at   81   16  
I'm such a coward and can't read the market at all—stocks drop despite good earnings and rise even when interest rates go up.Not knowing what to follow,I just watched for a few days,and after hearing that semiconductors were crashing,of all days,yesterday...

Semiconductors and memory are expected to decline tomorrow as well.  

created at   87   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...

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

created at   91   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,...

Micron 😭  

created at   66   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?...

Please give me some advice on my case as well - it's been about 1 month.  

created at   57   8  
My husband and I are 61 years old.About 6 years ago,after rolling over into a Traditional IRA,our total combined balance reached about $1M.Since we came to the US late,all of our funds were in Fidelity mutual funds (FBGRX,FDGRX,FDSVX,FXAIX) under a 401k pr...

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   75   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...

What should I do with my tax-advantaged account? I need to average down with $15,000.  

created at   98  
Since it's a Canadian tax-sheltered account,it might be a bit different from the US,but first of all,both capital gains and dividends are tax-free.My contribution limit for this year is $15,000.My current account is 55% VGT,30% NVDA,and 15% miscellaneous,b...

SPCX rising for some reason  

created at   76   10  
Out of nowhere,SPCX decided to wake up today and randomly jump over 12%.There was no groundbreaking news or massive press release—just the market apparently realizing that the lock-up expiration wasn't the apocalyptic event everyone feared.Right now,I’m ...

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

created at   77   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...

Tech stock allocation ahead of retirement  

created at   79   11  
I’m officially two years away from retirement,but my portfolio seems to think I’m still a 25-year-old crypto bro.About 50% of my entire net worth is riding high on tech through QQQ.Sounds terrifying for a future retiree,right? Except I haven’t bought a ...

SanDisk's earnings announced today  

created at   100   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...

I bought just two during this dip. Went all-in with my entire net worth.  

created at   81   4  
QQQQQQi.I put all my money 50 / 50 into just these two.A little over a million.Over the years,I've tried everything: options,futures,individual stocks,meme stocks,crypto,skyrocketing stocks,and so on.I was lucky enough to make a lot on many trades,but maki...

SpaceX lockup expiration  

created at   92   1  
According to ChatGPT:The actual first lock-up expiration is scheduled to take place on Thursday,August 6,two trading days after the earnings announcement.At this time,approximately 20% of the shares held by early investors and employees will become availab...

Apple's earnings announcement and the impact on semiconductors  

created at   96   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)....

Is SpaceX already a companion stock?  

created at   103   6  
I'm not even asking for it to go to the moon or Mars,I just wish it wouldn't fall.A drop at a time like this.

Amazon's earnings report is good news for semiconductors.  

created at   100   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...

Wow, Iran is driving me crazy.  

created at   86   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 ...

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

created at   96   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 Intel falling even with good earnings?  

created at   86   2  
I think semiconductors are past their prime now.Even Amkor went up and is falling again.

US Vice President Vance Stock Portfolio.jpg

US Vice President Vance Stock Portfolio.jpg  

created at   89   13  
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Intel Earnings Report  

updated at   117   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...

Two key points to watch for Google's earnings  

created at   103   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   96   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...

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

updated at   95   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...

Fidelity is calling me so frequently  

created at   98   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   171   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...