Reddit Posts
AI still looks strong long term, but I am watching the whole chip sector now
MU puts bought in large size 7/2/26. SMH puts 7/6. Will Apple receive approval to buy chinese memory chips? If yes that would explain
Rally into July 44th and July 17th, Q3 20% market correction, October melt up.
Rally into July 44th and July 17th, Q3 20% market correction, October melt up.
Rally into July 44th and July 17th, Q3 20% market correction, October melt up.
Is $DRAM the greatest ETF ever created objectively?
Are Semi-Conductors worth investing in at this point? Tech?
Critique the direction of my 14yo son’s Roth IRA we started this year
How does this mixture look for my 14yo son’s Roth IRA?
Roast/review my portfolio. AI, Semis, Infra + ETFs. 40M, Europe. Rotate into Nasdaq?
Is it too late to get into SMH?
If you’re young, increase risk until you are 100% you’ll hit your goal!
Semiconductor shorts pile on as winning trade reverses - CNBC
The market panic looks overdone follow up- choppy ahead of CPI, but positioning is improving
RACK Vaneck New ETF Is the new future Growth like DRAM or was it just another overhype?
The market panic looks overdone - Korea, SMH,SOXX, VIX, Jobs, and Oil
Should I trim my AMD position? Looking for thoughts on this portfolio reallocation
Space companies - The real underdogs
I am trying to buy calls, but this stock keeps going up. SMH. Is this the next MU?
Forced to sell early because I had an exam @2:00 SMH
I want to diversify significant NVIDA position into AI specific ETFs- How would you think about this?
After 200% gains - i’m out. (B-B-BUBBLE!)
32 y/o Canadian Investor , Need honest suggestion please.
Aschenbrenner Blinked
I feel like it’s very difficult to get a read on the AI trade… (chips, smh, intc, bubble)
Straddle rule between similar but no identical ETFs like SMH and SOXX
NVDA beat earnings, semis rallied hard, and institutions spent the day selling calls into strength. What does that tell you?
Leopold Aschenbrenner just filed his Q1 2026 trades with the SEC His tracker's been live since March 5th It's up ~78%, even with the delay Today the portfolio was rebalanced to match his latest trades. Screenshot from: Stock Insider App
Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M
Actual performance of Leopold fund Semiconductor PUTS
$20k in SMH - thinking of selling the ATH and going all-in on MU or NVDA before earnings?
You don't have to make up losses from the stock that caused them
Can someone ELI5 why SMH would be a better investment in the current market than a 3X leveraged ETF like SOXL?
Anchoring Bias. Why is it so hard to buy GOOGL & AMZN at all time highs? Why do we chase 10x underdogs over proven winners with 1x upside?
SMH Other Subreddits are so behind on the news cycle
And Another Ai Bubble = SMH. ( this isnt normal)
Why does the market keep pushing toward highs even when the macro backdrop still looks bad?
New to US market, Need advice for SIP in Tech Etfs
I wrote a full thesis on why AI hits white collar jobs first and credit markets next. Here’s my position.
Add more on Monday? (Added $40k on Thursday)
How do you evaluate infrastructure stocks beyond surface level AI hype?
How's this ETF portfolio for a 15 year monthly investment plan?
How's this ETF portfolio for a 15 year monthly investment plan?
It’s a dang shame I took $22 and turned it into over $1100. SMH sure wish I would’ve bought more of this.
TSMC earnings lifted the whole semiconductor sector
24 - Give me stocks for an AI play long into the future. Rate my portfolio
China to Approve Nvidia H200 Purchases as Soon as This Quarter ✅
2025 Recap: Silver +139%, Critical Minerals +86%, Space +65%, Gold +61%, Semi +47%, Nuclear +47%, AI +44%, Quantum +33%
YTD 2025: Silver +164%, Critical Minerals +94%, Space +67%, Gold +70%, AI +50%, Semi +50%, Nuclear +50%, Quantum +35%
Eternal question. Buy the market now, or wait? Got rid of my individual stock portfolio and decided to get back into ETFs
Mentions
Least I’ll make some money on my SOXS hedge. Oof. Glad I’m mostly out right now. Although the 10K I left in SMH is getting fisted.
The Elon Stan contingent out in full force here. SMH
Norwegian players forget how to play soccer whenever they get into the box SMH
Splitting it into compute/memory/foundry/equipment is the right way to think about it - these don't all move together and the timing on each is completely different. One thing worth looking at alongside individual names is SMH, the semiconductor ETF - it holds NVDA, ASML, TSM, MU and the rest in one package. $1.8B flowed into it just last week, which suggests institutional interest hasn't dried up despite the run. Technically SMH is sitting around $611 with the sector already up about 68% this year.....whether that means expectations are fully baked in or there's still room is something everyone has to work out for themselves 😄 Just observations, not financial advice\*
VGT or QQQM are my main long ETFs. If you wanna be even riskier I hve done great with SMH, but I don't know if it can keep growing at the rate it has
Serious question: did VanEck called $SMH etf on purpose of smh abbreviation, or is it pure coincidence? Wen will we get $IIRC $FML or similar?
meanwhile analists saying that a low PE with high priced stocks usually ends up badly. I am deep balls into SMH and I believe AI has a long way to go, but I have no balls to touch memory.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMH** ▲ | $648.30 (above) | $589.36 | $611.46 | +10.0% | Jul 15, 11:53 PM | | **Record** | 0W - 1L | 0% | - | - | - |
In my 401, like $80k is set just in either Nasdaq or SMH-esque funds. But I sold out of the hyperscalers in my individual investing account as I'm mostly day trading at this point with that, and I'd rather day trade stocks with better volatility. Yes, somehow I'm doing something both more conservative yet more bullish at the same time lol. That said, I had a MSFT position I liquidated after the $350-$390 climb. I've generally avoided META. I would not mind picking up AMZN again as I'm firmly seeing them as the safest of the hyperscalers long-term, but also they're the one expected to to go FCF negative first, so I'm not in a rush.
SMH has been stuck at the current support level for about a month, can't break it, but it doesn't fall. Could go either way. My opinion? Close to the "top of curve", unless there's some big breakthrough. I don't see semis moving upwards much more than the overall market would, for now. There's upside, but nothing like we've seen in the past 12 months.
Your YTD is 1.8% ?? SMH YTD is 66 % U have actually lost money?? Make it make sense
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMH** ▲ | $648.30 (above) | $589.36 | $613.60 | +10.0% | Jul 15, 11:53 PM | | **Record** | 0W - 1L | 0% | - | - | - |
I suspect there are many buyers of the ADR today who don't quite understand this company is already public and have an established valuation. They think they're getting in on the ground floor of an issue that is becoming publicly available for the first time and valuation is being discovered and it could potentially boom. SMH is more or less flat. People are selling MU and DRAM to buy SKHYV. Also note that domestic stock and foreign ADR don't always map 1:1. 2330 on TWSE has outperformed TSM on NYSE. My understanding is in Taiwan, TSMC is viewed as a natural treasure and pride of the country. As such the locals all want to own a piece, and perhaps foreign investment is more difficult so with more limited options they flock to 2330 and bid it up. Also, since the markets in Asia have no time overlap with the US there is no natural arbitrage mechanism to close the gap.
SMH Calls, all the way!
Value and SaaS are essentially a bet against semis/AI and that’s not a bet many are willing to make. You need at least some semi exposure ($SMH) to have a shot at outperforming.
I'm still looking for stronger proof that companies like Anthropic and OpenAI won't significantly disrupt many of today's software businesses. Earlier this year, I took a substantial loss after selling out of several software names and rotating into the broader market and AI infrastructure investments. Fortunately, the move has paid off. My portfolio is up about 40% year-to-date, with moving to 70% in a blue-chip ETF and 30% split among SMH, AMD, and Marvell. I may add hyperscalers to the portfolio as well, but I'll probably wait until late this year or early next year. For now, I want to see whether their AI spending is generating meaningful returns and creating lasting shareholder value.
In the long run who knows. People say it’s a good investment because there will always be semi demand, but SOXX/SMH were basically flat from 2000-2013 and that wasn’t exactly the Stone Age.
A few reasons. 1. I enjoy stock picking 2. I can set my own weights (eg NVDIA/TSM too heavy in SMH) 3. I can pick up on momentum stocks like MU earlier than an ETF. 4. Some stocks are at a discount while others are at an all time high
Why not just use SMH etf instead? Or, something like FSELX mutual fund
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMH** ▲ | $648.30 (above) | $589.36 | $608.67 | +10.0% | Jul 15, 11:53 PM | | **Record** | 0W - 1L | 0% | - | - | - |
Jesus I forgot about that. SMH. It's hard enough to not get your money stolen in the market just buying shares. Options and margin just makes it easier for them to take it from you lol.
I have a lot of theories/reasons... 1. and probably likely the biggest is that it's considered a funding short. This had been confirmed by Dan Loeb for one. 2. The market cap is very high, and it should be higher, the markets might not reward it without other players moving higher up into the multi-trillion dollar club. 3. Probably the more obvious one - Nvidia has 3 days per week of options contracts, and at $200 people like to sell calls/puts on it. Nvidia is routinely a top 10 traded daily mover by volume. It is a bit volatile but not crazy like Micron/Intel right now but we're moving a hundred billion per week w/ this stock and so collecting options premiums can be lucrative. 4. Investors got bored and want to chase other emerging players like AMD etc...which should be hit hard against the other narratives when other companies also are coming out w/ their own ASICS. 5. Nvidia was a larger part of a lot of ETFs and it has shrunk in weight to allow other companies to grow in. Check popular ETFs, like VOO, SOXX, SMH etc and if you can find some older sheets, you'll see Nvidia was a bit different. 6. Grouped w/ hyperscalers and the financing concerns. Mag7 and specifically hypers are kinda suffering right now while small/mids are taking off. Def a few theories I have, I know parts are true, but a lot of this trading is happening automatically. Retail cannot move a $5t dollar stock all day.
I bet OP jumped onto the latest hype (I assume DRAM or SMH)
No, VTI and VXUS are fine for a majority of your portfolio. SMH gives you plenty of aggressive growth exposure.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMH** ▲ | $648.30 (above) | $589.36 | $612.83 | +10.0% | Jul 15, 11:53 PM | | **Record** | 0W - 1L | 0% | - | - | - |
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMH** ▲ | $648.30 (above) | $589.36 | $612.44 | +10.0% | Jul 15, 11:53 PM | | **Record** | 0W - 1L | 0% | - | - | - |
I only buy VOO, SMH, and DRAM atp
Today SMH bulls win.
Rotation is lightning fast. IGV dead again SMH rocket
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMH** ▲ | $648.30 (above) | $589.36 | $589.36 | +10.0% | Jul 15, 11:53 PM | | **Record** | 0W - 1L | 0% | - | - | - |
I told you needs SMH would pump
Did SMH reshuffle assets? Suddenly 14% MU and only 7.5% TSMC
I mean I personally just don’t like doing single stocks anymore I rather be in a ETF I just don’t know which one is the winner in this race and I doubt I’ll be pick the right one. But with SMH I think overall I should do ok lol who knows
I have NBIS but also thinking selling at break even and moving it into more SMH
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMH** ▲ | $648.30 (above) | $589.36 | $589.36 | +10.0% | Jul 15, 11:53 PM | | **Record** | 0W - 1L | 0% | - | - | - |
SMH is for pussies get into SOXL
dram is the biggest load of dog shit I've ever seen hahahahhahahahahaha Move into SMH if you actually want to make money.
SMH is gonna pump so hard you'll have to trade on porn sites
Looking for 1,040-1,060 on MU. DRAM, SMH, SNDK, and everything else in sector all match up to 10/20-day MA cross targets
Yea it’s pretty cool, I’m in DRAM and SMH so was a little rocky this morning lol
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMH** ▲ | $648.30 (above) | $589.36 | $589.36 | +10.0% | Jul 15, 11:53 PM | | **Record** | 0W - 1L | 0% | - | - | - |
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMH** ▲ | $648.30 (above) | $589.36 | $589.36 | +10.0% | Jul 15, 11:53 PM | | **Record** | 0W - 1L | 0% | - | - | - |
**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMH** | $648.30 (above) | $589.36 | +10.0% | Jul 15, 11:53 PM |
Dram is so ass but SMH will recover
Ah okay, Ive been with Microsoft/Amazon but didn't see much of a drop so wondered what everyone was going on about. Was thinking of going etf on semi .. SMH or Soxq.. or any other recommendations?
dividend funds typically do not generate more tax than growth funds. SCHD is up 17.2% YTD while SMH is up 63.3% YTD. you will not pay less tax on 63% earnings as compared to 17% earnings.
SMH will make new ATH just to fuck with Burry
March was a good entry point for dip buyers, I grabbed more SMH then, and would certainly grab another dip like that. I’m only 5% SGOV for the next DIP opportunity.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMH** ▼ | $550.00 (below) | $593.40 | $586.00 | -7.3% | Jul 19, 9:31 PM |
**War is bullish for SMH**
I rotated all my SMH (50% of my portfolio) into Nasdaq100 ETF, still exposed but way less. I got out with around 35% profits. Plan to re-enter a certain price points IF they happen, if not happy with the ETF exposure. I also have 25% SP500 and 25% cash (to be deployed end of summer)
About 2 days ago TACO pump Dell and last time he did that it pumps like 40-50% or so. Some says Technical Analysis is bullish at the moment and if it can go above 435$ and close above that then it may run harder. Plus, Tuesday was a bad day for Tech stock but Dell pump up +3% and close green. That make it looks strong compare to other Tech stock. IMO, in this market the one stock that haven't dump yet will dump harder while other stock that already dumping hard will dumps slowly now. Its better to wait until Tech Index (QQQ/DRAM/SMH found the bottom before jumping in any Tech stock. We'll probably find the bottom near MAG7 Earning and I expected we'll get a little bounce this Friday because of SK Hynix IPO. If what I'm saying make sense to you, then remember that I'm a member of WSB lmao
Two ETFs on semiconductors that I have been keeping a close track of are SMH and SOXX. I think both are good. I prefer SMH more.
Coming back? We just had a parabolic market wide gamma squeeze for the past 2 months. $SMH is still up 50% since April. Semis were long overdue for a period of consolidation
Im 34 and married with a kid. Our retirement accounts are about $240k and evenly split between FOCPX and FSELX (very recent). Im fine with these for my retirement fund as we wont need to touch it dor another 30 years. My general brokerage account has $118k (used to be $160k but we bought a car and paid off my student loans). Up until now I have had it evenly.split among 20 blue chip stocks. But i am thjnking of just going 50% QQQ and 50% SMH. I undersgand the volatility aspect but in reality the amojnt of money contributed to this account is only around $60k so we have been blessed with good returns. So, even if it dips 50% we technically havent "lost" anything, aside from inflation. We have $60k in a savings account. I just want to get some other insights into if moving 50/50 QQQ and SMH would be a wise decision. It was going to be our future house fund but that is still 5 to 7 years away. And my wife and I are fine with continuing to rent as it just makes financial sense right now and for the forseable future.
Someone doing a 3-index portfolio correctly would be diversified snd would have international and maybe bonds (depending on age). They would only panic if their 3 indexes were something like QQQ, SMH and DRAM.
This is why I've been buying 50 bucks a week of BRKB on autopilot but still investing in SMH. I hope if there's a crash it will allow Berkshire Hathaway to buy cheap
Lots of crying in the casino today. SMH
Time to choke SMH just like Egypt Worldcup is rigged and so is the stock market
I'm not sure that there will be a bubble popping. There's just too many people being hyper-aware of it. What we are seeing now...gradual drawdowns, slow realizations that valuations are too high, and a creep of negative percentages, seems more likely, and more realistic. For whatever it is worth, I moved away from more speculative Chips (SMH etf) and into BioTech. Long term, these companies will be monsters of value and growth. But for the rest of this year? My feeling is that there are better values elsewhere.
This is why 95% retail investors lose money over longterm (Patience). Nvidia has 47% of SMH net income, 17% cap. Cheapest and best
NVDA is the only semi that has NOT participated at all in this insane SMH rally. Would make sense for money to rotate their from other semis. But I’m not buying it yet. Probably just a fake bid so they can crush it tomorrow.
Soon big banks and BigTech give strong earnings Looking great Q2 earnings by many big banks $C $JPM $WFC $BAC $GS $MS space all in $XLF. All big tech in $QQQ $SPX $NDX will give strong earnings, followed by big buybacks. Whole semiconductor sector $SMH $AMAT $ASML & many got a big boost from earnings spike
SMH casually down 6% someone call Kim Jong un. Have him stop this South Korean carnage
Spy $640 WTF SMH 😡🤡💆
I’m glad I bought SMH at the top instead of SNDK
Make sure you're holding SMH by the end of the month. This is only temporary. Memory well..... good luck kings.
everyone here buying SMH meanwhile im loading up on SMHC
XLF is up 5% in a week while SMH is down 7% Nobody cares
If you guys buy SMH I promise I'll take profit this time
Look at SMH's 1 month chart, I have never seen anything more pathetic. That's proof we are in a sideways market
Seconding this sentiment. Closed my SMH position that I’ve held for around 5 years this morning. The train has already left the station.
Short-term noise and FUD, hold it for 10 years, you will thank me. We had a meeting today about how we are going into a new era where agents are going to do things; compute will be GOD. Buy SMH if you're worried
I think the first question is whether you’re trying to invest in **the AI value chain** or just the companies with “AI” in the marketing material. Personally, I’d lean toward the picks-and-shovels approach. For semiconductors, I like broad funds such as **SOXX** or **SMH** because almost every AI workload ultimately depends on chips. Whether the winners are OpenAI, Anthropic, Google, or someone we haven’t heard of yet, they all need massive compute infrastructure. I’m more cautious with AI-specific ETFs. Many are actively managed, relatively expensive, and often end up holding the same mega-cap tech names you already own through an S&P 500 or Nasdaq fund. You’re paying a higher fee for exposure you may already have. If I were building a 10+ year portfolio, I’d probably allocate the majority to a semiconductor ETF and complement it with a broad market fund like VTI or VOO rather than trying to guess which AI software companies will dominate. Chips benefit regardless of who wins the AI race. One thing I’d avoid is buying an ETF just because “AI” is in the name. Always look at the holdings—many have very concentrated portfolios or simply repackage the Magnificent Seven with a higher expense ratio. Sorry for the long reply hope it helps
SMH, SOXX, DRAM, ordered by less memory to more memory (and less volatility to more volatility). If you want leverage, you can take USD, SOXL, RAM, but quite risky for the long term. Stay away from ETFs with low AUM, as they may be liquidated, and force you to sell realizing gains. Now you are free to hurt yourself. Imo you are late and will lose your money, but you do you.
Shooting star candle on SMH. Semis stocks are fucked
ugly looking chart SMH. This shit is gonna dump and brings the whole semis sector down with it
SMH on pace to move slower than the s&p 500
$QQQ $SPY $IWM $IGV $SMH Too Big to Fail ? When bubble burst, how many Trillion market cap wipeout?
$KORU $MUU $SPY $QQQ $SMH AI theme pump, like Madoff, Theranos, FTX-SBF , Enron. Hype big, once hype over all run faster to exit
Remember when SMH and DRAM were fun
Huge resistance at 612 for SMH. Shorting this garbage here is free money
SMH is pumping. Memory is dead not Semis
SMH beating IGV
**BanBet Created** ▼ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMH** | $550.00 (below) | $593.40 | -7.3% | Jul 19, 9:31 PM |