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TALENT.ZIP

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

updated at   138   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...

Why is SanDisk acting like this on its own?  

created at   35   5  
MicronHynixare all fluctuating around 1%,so why is this one alone down 4%? hahaNvidia,Apple,etc.Nasdaq is doing really well.

NVDA Earnings Surprise  

created at   89   2  
NVDA reported another quarterly earnings surprise.Revenue: 96.2B (Expected:92.38B,surprise approx.+4%).Adjusted EPS: 2.22 (Expected:2.10–$2.22).Adjusted Gross Margin: 75%.Data Center Revenue: $89.0B (Expected: $85.86B).Compute & Networking: $88.30B,Hypers...

Dram. Koru average price. $68.$34  

created at   95   6  
I hold a large quantity too.I want to trim half once it reaches my average price,but it will get there,right?.

Do you think SK Hynix will keep going up in the future?  

created at   118   2  
I bought some,and my heart sank when it dropped sharply at the end of July,but lately it's been on an upward trend while fluctuating up and down.It definitely isn't as steady as US stocks like NVDA,so what are your thoughts on its outlook?.

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

created at   136  
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...

MU, DRAM  

created at   125   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   134   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...

What a shock 😭 Google is down 4%: AI leadership has left again  

created at   118   6  
My heart almost jumped out of my chest this morning when I opened my portfolio and saw Google taking a casual -4% nosebleed.The headlines were screaming bloody murder: "Google AI in Crisis! Demis Hassabis Steps Down as DeepMind CEO! Jeff Dean Leaves!" Natu...

Is Microsoft pulling everything up after its earnings last week?  

created at   123   4  
Palantir is soaring after earnings today as well.Are many tech and semiconductor stocks returning to where they belong after falling? I thought AMD would go down further,but its upward momentum is impressive.It's a bit disappointing since I feel like I mis...

It hit an all-time high for the first time in a while.  

created at   111   9  
After dropping like crazy,it rose a little every day and hit the peak again.Hang in there,everyone.FYI,my main holdings areCostKobank stocks.A bit on the safe side~~I don't have many semiconductor stocks.I was just watching while everyone else was going up...

Amazon is finally going~~~  

created at   149   5  
While semiconductor stocks were soaring,Amazon was stuck in a range for a long time,so I often felt frustrated wondering if I should keep holding onto it.Since they were RSUs and I had a large number of shares,I couldn't easily sell them off,so I patiently...

Apple's earnings announcement and the impact on semiconductors  

created at   132   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   139   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...

Microsoft pulled off a big one.  

created at   132   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...

MSFT up 7% after hours  

created at   121   9  
Is it going up because they said they won't spend more money?. Presented an outlook that monetization will outpace spendingThey say Azure revenue guidance has improved significantly👍.

Microsoft suddenly rose after hours. Meta crashed... Does anyone know the reason?  

created at   125   5  
Did the earnings results come out? The market trend is suddenly diverging right after the close.

What should I do about DRAM?  

created at   126   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.

The biggest problem with AI right now  

created at   122   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...

Google... earnings are good, but it's plunging because they said they'll pour in more money...  

updated at   119   10  
Anxiety over whether earnings will justify pouring so much money in,and taking a step back since profits can't be realized immediately and we have to wait and see for a long time…. Google's stock price is plummeting…. What kind of future lies ahead? It's...

Two key points to watch for Google's earnings  

created at   135   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...

Semiconductor Hold  

created at   131   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...

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

created at   159   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.

Sharing My Semiconductor Average Costs  

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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...

The reason why GOOG dropped today - Ongoing Legal Challenges in the EU  

updated at   2,192   1  
Google's Ongoing Legal Challenges in the EUGoogle is currently facing significant legal pressure,including a new lawsuit from the European Union,bringing the total number of active lawsuits to two.This latest legal action carries substantial financial impl...

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   1,890   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...