Reddit Posts
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
US market - VOO or CSPX QQQ or CNDX or anything else?
Gambled my girlfriends account on MSFT and paid off
SK Hynix $SKYH Earnings Shed Light on Memory Capacity and Demand
Chips vs. SPY: SMH +46.89% and SOXX +64.66% YTD — The Performance Gap Is Widening
going all in on “small satellites”
SOX just hit bear market territory. This earnings week is make or break for semis
38M Canadian with Defined Benefit Pension: Looking for Honest Criticism of My LongTerm Investment Plan
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.
Mentions
Hey guys I read this AI stuff could be big. Full porting SMH tomorrow.
Buying at the lows is crazy good as long as you have conviction. But I learned that is usually better to buy winners even if they are already up a lot, they tend to outperform. So I tend to buy at ATH companies or ETFs I believe they will do well. I did this with SMH back in January.
Instead trading multiple stocks, just choose one stock to lose money on. SMH.
I sold all Nvidia and put it into SMH. It has 20% nvidia anyways. Can also look into SOXX.
when is SMH gonna wake the fuck back up
Yes sounds smart to time the market and be bearish, unfortunately you will buy higher and panic in a couple a weeks when the SMH prints another 7% green candle. The only reason Ai is not blowing our minds fully yet is only because data centers constraints... in the future we will look back and think: why didn't I see the clear gap between demand and supply? why did I not buy more? the only reason semis and ai stocks are correcting now it's because fund managers are pricing in the september, end of midterms and all the news against data centers... guess what? all this will be old news by end of the year.
Stupid cnt still thinks the US should have balanced trade with every country? Even tiny countries that simply don’t export much of what the US needs? SMH
He’s so fucking dumb. Cutting off trade partners would just raise costs more for Americans. SMH.
That has been the case since 2010. As the saying goes its priced in. What actually has to happen come 2027 is that datacenters are actually built, actually powered and actually used. Money is actually lended with rising interest rates and CDS market does not blow up. When that happens you will see it in the SMH, thats when you want to jump back in.
Time to load AVGO, with AMD, MU, SNDK & SMH
Buncha chicom’s whining SMH
Saving cash and just buying options on SOXX and SMH. No need to get stuck holding bags. At least I know how much I will lose right at the outset.
Had the opportunity to sell SOXS at 55 yesterday morning and didn't take it SMH
It's almost futile trying to time which semi will pump. Maybe best to go 2x leveraged in SMH.
Just chill in SMH or SOXX. No point trying to find which semi will randomly pump.
Only SMH/SOXX has been miraculous. Most other tech etfs just underperform qqq. I suppose IGV, IWM and financials etf can sometimes be agood swing trade if you catch lows before the late cycle rotation.
Maybe just VGT and chill? Might not hit 3x in 5y, though. For reference, SMH hit just about 3x over 5y but I don't know that was seen as a sure bet 5y ago.
As soon as I sell a trade then it goes in my favor. SMH
Damn SMH inversing SPY again..
Compare market cap & revenue & net-income of $NKE & $SNOW $SNOW make AI hype, what is absolute dollars net income gapp-net income? $AVGO $HPE $CRDO $MDB $PANW gave recent earnings. All sing more AI than $NKE Absolute dollars & net income important than real hype in $IGV $SMH https://preview.redd.it/6y4mmv75d6nh1.png?width=814&format=png&auto=webp&s=8ac3884426ea2c1de26a8fccfeb8cc6ea0250558
Dark pool activity. 45 million block BUY trade on SMH detected.
NVDA& SMH still cheap
AVGO earnings gonna send SMH & NVda 🚀🚀🚀
SMH/NVDA Calls still cheap!!!
SMH/NVDA calls pre AVGO earnings 🚀🚀🚀
How is crypto and blockchain innovators etf only up like 7% in the last month when pretty much all its major holdings are up more than that? Starting to think etfs are a scam aside from SMH.
October 2023 must have been terrifying for SMH. Double top into a crash? Yikes
Peeps out there will refuse eating the slightly dark part of a banana but eat the ass of someone they just met. SMH
I mean you are going to do that, just go buy SMH or soxx. You are putting all eggs in one basket so beware the risk. I would slowly buy from September's weakness and let it ride.
Fed is talking less, feels hawkish, it doesn’t mean he will raise rate. Fed & Treasury both work with same interest, to make strong economy. 10Yr bump by Bond jokers, like they expect 6 rate hike in 2021, never got one. $TLT $TMF $BND $SPY $QQQ $SMH don’t see any systemic risk
His whole narrative is stupid. The fact that people quit isn't evidence that they don't wanna work. It's evidence that they don't wanna be micromanaged - especially by an arrogant, entitled, authoritarian piece of shit like this fucking guy. What a fucking clown. I work remotely - for years - and I get a ton done with zero oversight. The second somebody starts monitoring me like this guy I'm fucking out of there for a place that doesn't treat people like they are hiding something or stealing from the company. SMH.
SMH is a POS ETF im selling today
It is a good and relatively safer advice if you don’t want to spend time and energy to pick stocks for long term investment. I would even say if you are young and have steady income for the long term and can tolerate volatility, putting money into SMH or QQQ or VGT may be a better choice. I wouldn’t say VOO is the best advice. Just my 2 cents. NOT A RECOMMENDATION.
We should let these cucks fail and go to 0, but taxpayers on the hook again. SMH
# Whats Baghdad Don saying now? SMH 🙄
For some diversity, you could do SMH.
$PCG, $EIX, look crash for fire risk Think when datacenter get fire, which companies collapse, insurance or utilities ? $NVDA $MU $SMH etc
VVSM/ EU SMH seems pinned to 89
I would research AI ETFs, and dollar cost average on a basket of choices: **Global X Artificial Intelligence & Technology ETF (AIQ)**: Provides broad, direct core exposure to global AI software, services, and hardware companies like Nvidia, AMD, and Micron. **Roundhill Generative AI & Technology ETF (CHAT)**: An active fund focused specifically on generative AI innovators and tech leaders, with a 0.75% expense ratio. **VanEck Semiconductor ETF (SMH)**: A heavily chip-focused play capturing the physical infrastructure and processors powering the AI boom, featuring a low 0.35% expense ratio. **Global X Robotics & Artificial Intelligence ETF (BOTZ)**: Targets robotics and automation companies tightly integrated with physical AI applications, holding around $3.3 billion in assets.
Semis is actually tryna put a higher low. Check out SMH or SOXX. Even though I'm slightly biased, I actually think a turnaround is around the corner
Maybe different people have different definitions of a “steal”. At best, you’re looking for a 1R trade, when probability is very low. DELL needs to pump over 10% for this to happen, which isn’t very likely. Even if this trade pans out, over time taking 1R trades with low probability will mathematically result in a massive drawdown. Looking at the charts, DELL and SMH just set a lower high, the current market vibe is rotation from hardware to software. Doesn’t seem like a good setup from that perspective. As far as fundamentals, you mention expectations. So in order for DELL to jump 10%, those expectations need to be dramatically surpassed, not just met. Of DELL doesn’t increase the guidance, but merely maintains, what’s the most likely outcome? Big down. Overall, it is your trade and your risk. Just be aware that if DELL opens even slightly up, let’s say, 460, your option value will be down 50-75%. Look at the charts - it tried to break out of a nice bull flag, but failed to follow through. I think the probability is about 60% that it goes to the bottom of that flag trend line, which is around 360 - 380. Good luck!
Invest in them all through SMH. Everyone is printing cash
SOXX/SMH will never go up again sadly. Is there anything to invest in that can beat spy? I tried Zscaler, by far the most reasonably valued major cybersecurity stock, but of course it's not really moving.
It's hard to know exactly how to help as you didn't share your strategy. Possibly you've been buying long calls or doing 0 DTE YOLO trades? I would recommend you move to selling options, specifically Puts. I've been trading Put Credit Spreads for over six years with excellent returns. It is slightly boring, but is low stress and provides time freedom (only trade about 15 minutes per week). Here is my strategy if you would like to give it a shot. Sell highly liquid underlyings (I use NDX, GLD, RUT, IBIT, SPX, USO, DIA, IYR, SMH, TLT, XBI, VIX). 15 Delta (Out of the Money with 85% Probability of Profit). Short Term (28-32 DTE) with a laddered approach so one rolls off while another is opened each week. Little Management (only close positions out at a 200% loss if needed). Typically use $5 wide, but I go to $25 wide on RUT & SPX and $100 wide on NDX. I also try to wait until the underlying goes down by 1% at some point during the week, then I take advantage of the high IV and sell the Put Credit Spread.
VOO , QQQM, SMH are 80% to 90% correlated. They are essentially the same thing.
Putting college kinds on blast in ESPN’s Not Top 10 is kinda mid. Like #1 was a women’s soccer goalie. She’s not making any money of that. Love of the game. And now she’s basically a meme. SMH
$QQQ $SPY $SMH looks Dump AI hype stocks, his new policy to punish hype and crash market, bring deflation and rate follow
Always check IGV/DRAM and IGV/SMH the rotation is real lol
check IGV/SMH or IGV/DRAM for rotation, they are bouncing back and forth
if you trade tech, check IGV/SMH or IGV/DRAM for rotation
Too much story telling, once $NVDA CEO told $MRVL will be $1 Trillion, it pumped all optical components like $COHR $LITE $AAOI $GLW etc with many semi in $SMH $QQQ See today $MRVL earnings. Do you feel it’s $1 Trillion earnings hope? Story telling & financials media pump going everywhere.
Watch out for signs of semis bottoming out (through SMH, SOXX) but just not yet. Mrvl, NVDA, TSM, MU still seem to be leaders to me.
Big leaders build legacy & what legacy now? DOGE, Tariff, Trade,China,Epstein, Greenland, Venezuela, Iran & back to Canada, just before midterms. When gas & groceries price comedown? $SPY $QQQ $NVDA $SMH $XLK $XLF $XLC hedge fund buddies vibe pump few to divert all, when 10yr high.
Lmao, you have SMH as its own income class and bonds not even as an option. The most "2026 reddit investing sub" chart I've ever seen.
just wanted a few braincells watchin the latests mom comes first SMH. ANWAYS WHATS NEW WITH NVIDIA WHY IS IT CRASHING
I mean more so that SMH is up and DRAM is down
SMH is literally up 2% wdym
yes, a company that made close to $100 billion should be trading at penny stock levels. SMH
It's like you just WANT to be kicked in the nuts. SMH
IGV big up cus CRM SMH big up cus NVDA We are really cooking
I would GET OUT OF SOXL. STAY IN SOXX AND SMH. SOXL is just 3x leverage but it’s not good right now during this volatile time. I’m also all in on semis. Getting fucjed a bit rn but I thing long long term I think it’s fine.
That’s why they’re burning them down and protesting them. SMH
Just buy SMH on the dip.
I gave up on Wendy’s after they continuously cannot get a done no-pink burger right. It’s supposed to come well done anyway. SMH
Damn someone gifted me one and I lost it before I could frame it. SMH
Would you say the same thing for AI adjacent positions? Like VOO, QQQ, SMH..
That's what I think too. Closed out my SMH cash secured put this morning for baby gains. Too risky right now
The 40% yield they are creating with the fund requires continued/sustained aggressive upwards price action. if that doesn't happen you'll get NAV decay very quickly. You have quite a bit of capital in that fund, so just some quick math. You're getting \~$1700 a week or in distributions based on recent weeks. you could get the same $$ in premium selling 3 relatively conservative .25 delta 9/4 530p's on SMH, use significantly less capital doing so, and still make money in a flat or even downward market. if you are comfortable with the volatility of semi's and looking for income, learn to sell puts.
$SPY $QQQ $SMH looking to Short semi and buy other beaten down boring dividends
SMH looks like its going to quit
$DKS positive cash flow Net sales for the quarter ended Aug. 1 were $5.59 billion, compared with $3.65 billion a year earlier If look, $CRWV $NBIS and many negative cash flow AI & semi in $SMH $SOXX holding big market cap
**BanBet Created** ▼ | **Record:** 4W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMH** | $500.00 (below) | $546.54 | -8.5% | Sep 7, 3:44 PM |
$SPY $QQQ $BTC $SMH when margin debt shrinks , just mater few months to get 10-20% correction always. June was peak, heading October bottom 10-20% drawdowns possibly https://preview.redd.it/egqfns5d9clh1.png?width=785&format=png&auto=webp&s=b64c160bc7c2a000049fc4660b59bc4a9b564ed2
If you're not buying $SMH on 5 to 1 margin do you even like money? AI is going to eat your lunch
BITI $BTC.X not sustainable when $QQQ $SMH crsshing, bubble bursting, liquidity drying
$BTC.X not sustainable high, when $QQQ $SMH crsshing, bubble bursting, liquidity drying
>[Only when the tide goes out do you go get the salmon.](https://www.reddit.com/media?url=https%3A%2F%2Fpreview.redd.it%2Fa-legendary-quote-by-warren-buffet-one-of-the-wealthiest-v0-byjrhj1vi3t81.jpg%3Fauto%3Dwebp%26s%3D58d29deeca402d33ea21b728887332ccb3a0d06f) >- Warren Sushi Buffet of Omaha If you can read moon/tide cycles then you'll know when to get the salmon. 🌈🐻s meanwhile sit and wait for a once a year spawning. Clock is right twice a day. SMH!
lol “cry harder” is just what people say when they’ve got nothing smart to say. A way to cope with lack of knowledge and understanding on a subject. SMH Blaming the neighbour doesn’t make weak results okay. Leadership is supposed to deal with hard situations, not use them as an excuse.
Haven’t been thanked once for being upper K and carrying the economic load. SMH. On vacation and not a single person said thank you so far.
Semi's (SMH) look like a possible short rn
playing ac2 right now. HOW could ubisoft FUMBLE the parkour so badly. the parkour in ac2 is so fun man: a lot of freedom, great controls, it's INCREDIBLY advanced for it's time and WAY better than curren parkour. all they should have done is add more animation to ac2 parkour SMH. L ubisoft as usual
So?? They just won't be putting their earnings into buybacks as in the past many years and will instead keep investing into physical things (AI) that will earn them even more on top of their wild 70% margins. Not "just like you buying a car...", it's just like Amazon when they bought a million vans and greatly expanded their fleet so they could make even more money delivering themselves. A business purchase of equipment (in order to earn more) is WAY different than regular Joe buying a car. SMH.
If I go 40% calls on crypto equities, 40% leaps on USO and 20% on AI/SMH/DRAM and reallocate ripper gains to fallers, I get to be green everyday? I forgot how that felt
Wow SMH. He wanted to be the greatest president of all time and he's absolutely going down as the worst.
I would’ve bought at open at 115 (down from pre market, which I had been watching) had I not been busy taking the kids to school - only to see it go even higher after I was at work, SMH. Now it’s at 174? Good lord. Should’ve set some kind of limit order but I was convinced I had to watch what was going on before I got in.
Patience rewarded you. I was sitting in the 20s for an entire year before giving up on it SMH
No but I did buy a 10% position back into SMH 😃
Help with tech., like a lot us I did really well with semi s and related infrastructure stocks this year. I took profits on AIS, MU, SMH, GLW, etc. I sold out completely from GEV and PSI. I’m still way up on these because I got in early enough. On Maxlinial, MXL , which i bought late, i am now red-underwater. I am struggling to understand which if any of these i should buy on this dip/correction? Or are people calling the trade done and getting out? What are people doing?
Again you can’t read so I have to confirm that your generation if you’re an average representative is doomed. Don’t bother responding cause I know what sewage you’re going to spew from your mouth. I will be unbothered because you’re blocked. SMH.
SPY Green, SMH Red, AI Bubble Popped and institutions are quietly exiting
Yeah dog why can’t it be up 200% in a few hours SMH