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SEMICONDUCTORS.ZIP

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...

Semiconductors are now meme stocks.  

created at   120   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   117   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   109   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   130   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   117   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   130   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   134   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 SanDisk acting like this on its own?  

created at   46   5  
MicronHynixare all fluctuating around 1%,so why is this one alone down 4%? hahaNvidia,Apple,etc.Nasdaq is doing really well.

Micron 😭  

created at   128   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   115   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...

SPCX rising for some reason  

created at   122   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   117   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  

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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 ...

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

created at   123   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...

Leopold Aschenbrenner  

created at   164   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  

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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)....

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...

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

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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...

The biggest problem with AI right now  

created at   132   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...

Wow, Iran is driving me crazy.  

created at   125   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   140   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.

For those who have been holding PLTR since the IPO, what are your plans?  

updated at   141   1  
I have held PLTR ever since it went public.Even when it was mocked with the nickname "Run Away Quickly," I just left it alone. Since then,it has gone up a lot.It has been stagnant lately,but when I think about back then,I am glad it has grown so much. I ha...

Why is Intel falling even with good earnings?  

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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  

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Intel Earnings Report  

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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  

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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  

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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...

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

updated at   144   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   142   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...