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SEMICONDUCTORS.ZIP

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

created at   19   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   49   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   55   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   59   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,...

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   17   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   34  
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...

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

created at   31   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   43   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   49   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   47   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...

Apple's earnings announcement and the impact on semiconductors  

created at   63   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   65   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   56   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   58   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   44   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   59   13  
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Intel Earnings Report  

updated at   77   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   62   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   63   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   63   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   68   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   135   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...

US Stock Market Forecasting  

updated at   972   12  
Let's enjoy the bounce.My prediction is that we still have a way to go.Don't watch too much economic news; focus on the charts and fundamentals.Tariff news might be meaningless noise for now.It's gone up a lot since yesterday because the market has been in...

What are your thoughts on the news that Buffett has sold all of his VOO holdings?  

created at   2,890   7  
It's unsettling to see someone who told us to hold VOO for life acting this way.Would Nancy Pelosi's stock portfolio be a better predictor?I'm so frustrated with the political climate and the way the world is going lately that I'm considering selling every...