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SMH

VanEck Semiconductor ETF

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-66.67% Today

Reddit Posts

Gambled my girlfriends account on MSFT and paid off

r/StockMarketSee Post

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

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going all in on “small satellites”

r/pennystocksSee Post

going all in on “small satellites”

r/investingSee Post

SCHD in taxable vs growth

r/StockMarketSee Post

SOX just hit bear market territory. This earnings week is make or break for semis

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38M Canadian with Defined Benefit Pension: Looking for Honest Criticism of My LongTerm Investment Plan

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MEMORY & SEMICONDUCTOR PROTOTYPE STOCK THESIS

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21, opening my first brokerage account

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AI still looks strong long term, but I am watching the whole chip sector now

r/investingSee Post

Looking to move money from CD

r/investingSee Post

i think the bubble is going to pop

r/wallstreetbetsSee Post

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

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Rally into July 44th and July 17th, Q3 20% market correction, October melt up.

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Rally into July 44th and July 17th, Q3 20% market correction, October melt up.

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Rally into July 44th and July 17th, Q3 20% market correction, October melt up.

r/investingSee Post

Is $DRAM the greatest ETF ever created objectively?

r/investingSee Post

Are Semi-Conductors worth investing in at this point? Tech?

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Critique the direction of my 14yo son’s Roth IRA we started this year

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How does this mixture look for my 14yo son’s Roth IRA?

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Portfolio Advice

r/optionsSee Post

SOXX or SMH

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Big gains today

r/investingSee Post

Roast/review my portfolio. AI, Semis, Infra + ETFs. 40M, Europe. Rotate into Nasdaq?

r/wallstreetbetsSee Post

Is it too late to get into SMH?

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If you’re young, increase risk until you are 100% you’ll hit your goal!

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Semiconductor shorts pile on as winning trade reverses - CNBC

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The market panic looks overdone follow up- choppy ahead of CPI, but positioning is improving

r/investingSee Post

RACK Vaneck New ETF Is the new future Growth like DRAM or was it just another overhype?

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The market panic looks overdone - Korea, SMH,SOXX, VIX, Jobs, and Oil

r/stocksSee Post

Should I trim my AMD position? Looking for thoughts on this portfolio reallocation

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Space companies - The real underdogs

r/wallstreetbetsSee Post

Space companies - The real underdogs

r/optionsSee Post

Trying to understand protective puts

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Option tool Covered call and Cash secured Put

r/wallstreetbetsSee Post

I am trying to buy calls, but this stock keeps going up. SMH. Is this the next MU?

r/smallstreetbetsSee Post

Forced to sell early because I had an exam @2:00 SMH

r/wallstreetbetsSee Post

Guys did Elon Scam me in 2020?

r/optionsSee Post

Recovery path

r/stocksSee Post

10k to invest? What in?

r/investingSee Post

I want to diversify significant NVIDA position into AI specific ETFs- How would you think about this?

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compare exit tactics

r/wallstreetbetsSee Post

After 200% gains - i’m out. (B-B-BUBBLE!)

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Thoughts on my AMD and DRAM positions

r/WallStreetbetsELITESee Post

1k to gazzillion day 7

r/smallstreetbetsSee Post

1k to infinity day 7

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32 y/o Canadian Investor , Need honest suggestion please.

r/WallStreetbetsELITESee Post

Aschenbrenner Blinked

r/investingSee Post

I feel like it’s very difficult to get a read on the AI trade… (chips, smh, intc, bubble)

r/wallstreetbetsSee Post

$45k Puts on SMH and AMD

r/investingSee Post

Straddle rule between similar but no identical ETFs like SMH and SOXX

r/smallstreetbetsSee Post

NVDA beat earnings, semis rallied hard, and institutions spent the day selling calls into strength. What does that tell you?

r/WallStreetbetsELITESee Post

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

r/stocksSee Post

Morgan Stanley Advisor?

r/WallStreetbetsELITESee Post

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

r/wallstreetbetsSee Post

Actual performance of Leopold fund Semiconductor PUTS

r/smallstreetbetsSee Post

Gates Foundation sold MSFT. What's next?

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I found $POET's office

r/RobinHoodSee Post

One Year Into Investing… any tips?

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$20k in SMH - thinking of selling the ATH and going all-in on MU or NVDA before earnings?

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Thoughts on My Long Term ETF Portfolio?

r/wallstreetbetsSee Post

Puts loaded $QQQ $SMH

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Need review on US market portfolio

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I fele like im playing it too safe

r/stocksSee Post

You don't have to make up losses from the stock that caused them

r/stocksSee Post

Target Date Funds - outside of 401k

r/wallstreetbetsSee Post

Can someone ELI5 why SMH would be a better investment in the current market than a 3X leveraged ETF like SOXL?

r/stocksSee Post

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?

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464% gains on Halloween $SMH LEAPS

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Smart money has puts on $SMH

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SMH Other Subreddits are so behind on the news cycle

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SOXQ vs SMH Trend in 2026

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30,000$ USD Portfolio Deployment Advice

r/smallstreetbetsSee Post

And Another Ai Bubble = SMH. ( this isnt normal)

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Me watching SMH go to the moon 💎🌙

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Here’s a Hidden Gem 💎

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Why does the market keep pushing toward highs even when the macro backdrop still looks bad?

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Anyone else still holding OXY, USO, and PSX?

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Rolling 50delta long calls

r/stocksSee Post

Am I dumb for buying in now?

r/wallstreetbetsSee Post

SMH

r/stocksSee Post

New to US market, Need advice for SIP in Tech Etfs

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I wrote a full thesis on why AI hits white collar jobs first and credit markets next. Here’s my position.

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SMH has rebalanced

r/wallstreetbetsSee Post

Add more on Monday? (Added $40k on Thursday)

r/WallStreetbetsELITESee Post

LANTERN (LTRN)

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Growth ETF/MF that are actually growing?

r/stocksSee Post

How do you evaluate infrastructure stocks beyond surface level AI hype?

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Looking to add a sector specific ETF

r/wallstreetbetsSee Post

Actual smart portfolio for high growth

r/wallstreetbetsSee Post

How's this ETF portfolio for a 15 year monthly investment plan?

r/investingSee Post

How's this ETF portfolio for a 15 year monthly investment plan?

r/smallstreetbetsSee Post

It’s a dang shame I took $22 and turned it into over $1100. SMH sure wish I would’ve bought more of this.

r/wallstreetbetsSee Post

TSMC earnings lifted the whole semiconductor sector

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Pairing TSM with SMH, SOXX, SOXQ?

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24 - Give me stocks for an AI play long into the future. Rate my portfolio

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$770k to $1M Sprint for 2026

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China to Approve Nvidia H200 Purchases as Soon as This Quarter ✅

Mentions

I’m on a train to work in the Netherlands and some baddies come walking in but some Asian nerd with pimples sits next to Me SMH 🤦🏻‍♂️ 😡

Mentions:#SMH

Why do we still watch the numbers out of the Dept of Labor and Statistics when they haven’t been reliable in 50 years? ADP has a better accuracy rating. SMH...

Mentions:#ADP#SMH

People keep talking about the market should crash. Where the fuck have you been in the last 2 months lol. SPY may be up but QQQ and SMH is still down. KOSPI will probably go to Zero soon. The market want en excuse to pump and TACO give it to us a few days ago... We should be able to slowly pump from here on out.

"safe" route would be QQQ calls. Riskier with more upside would be DRAM + SMH calls. I have switched to margin only, though, so not able to get those kind of returns, but also not totally losing my ass anymore

Mentions:#QQQ#DRAM#SMH

if you wanna skip individual stocks but dont wanna be as boring as VOO at least do VGT and SMH of something that outperforms

Mentions:#VOO#VGT#SMH

>But beneath the surface, leadership has narrowed. Over the past five trading days, the S&P 500 gained 5.8%, while the equal-weight S&P 500 ETF (RSP) fell 1.9%. That means the average large-cap stock actually underperformed, with a handful of mega-cap names doing most of the lifting. What are you talking about RSP is at ATH while the SPY is not. Breadth is much better than the SMH rally of April - June. Market is healing and we are in a broader bull market

Mentions:#RSP#SPY#SMH

I’m 52% VOO, 6% ASML and 5% SMH. I wanted the huge ASML overlap. 

Mentions:#VOO#ASML#SMH

Any stock recommendations? My pltr just triggered and I have about 50k in my ira account. I am thinking VTi if there's nothing with good potential growth to look at.  I do have MU and SMH and some other stocks totaling 18% of my savings (counting 401k, ira etc) with the rest in index.   .I could also use this opportunity to rebalnace and put all in vti.

Mentions:#MU#SMH

$NVDA Semi in downtrend NVDA. Can crash 10-20% at earnings, even earnings flat and low outlook $5 Trillion, 20% crash means 1 Trillion wipes, imagine margin call $3-4 Trillion See how many semi crashing in $SMH

Mentions:#NVDA#SMH

From all the millions of bad things that there are, they chose a cringey video of Melon. That is why RDDT dropped 20% after earnings. SMH.

Mentions:#RDDT#SMH

50K shares at $2.04 Trading AH $2.77 Bro SMH https://preview.redd.it/xgcmwvgtcvhh1.jpeg?width=1080&format=pjpg&auto=webp&s=fc5b3795ea7c5586346cf6be3ab3718c46324da6

Mentions:#SMH

Today could have been a text message. SMH

Mentions:#SMH

COVID pandemic taught us nothing apparently. SMH

Mentions:#SMH

How do you invest in the hottest sector of the hottest stock market this century and still lose money? Grab an index fund ETF, even VGT, QQQM or SMH. AI has made my early retirement possible, and I didn’t even have to pick the right companies. Just bought the market and sectors.

Mentions:#VGT#QQQM#SMH

$NVDA. Can crash 10-20% at earnings, even earnings flat and low outlook 5 Trillion, 20% crash means 1 Trillion wipes, imagine margin call 3-4 Trillion See all semi in $SMH

Mentions:#NVDA#SMH

$SNDK what a great earnings, strong demand $MU $SMH https://preview.redd.it/qq79re9wyqhh1.png?width=779&format=png&auto=webp&s=e9fb8d893b9350556b78512dd0b668be977dc5f9 Yesterday numbers extremely strong demand for SNDK-, NAND memory

Mentions:#SNDK#MU#SMH

$WDC Check last 6 quarters earnings, very strong $WDC $MU demand sky high $SMH https://preview.redd.it/3jci74r6uqhh1.png?width=777&format=png&auto=webp&s=5aeb3c9fd1157b081c242d458e26189926b9261d WDC. Earnings 6 quarters

Mentions:#WDC#MU#SMH

Not for all of them. SMH isn't 10+ years old.

Mentions:#SMH

The risk is indeed higher, but the returns have been explosive. We all know VGT is a returns machine, and SMH has returned more than double VGT’s returns in the past five years.

Mentions:#VGT#SMH

Surprised SMH is so high. I would have thought TJ risk would be much higher, bringing final number lower, but it’s interesting that the gains outweigh the risks so much.

Mentions:#SMH

My 5-figure QQQ investment in 2016 is a healthy mid-six figure value today. I originally allocated 70% of my portfolio in 2016 to QQQ but then in 2022 decided to go 100%. Today, my portfolio is 80% QQQ, 10% SMH, and 10% VOO. Going forward, I’m only making contributions each month to VOO in order to diversify given my age (34).

Mentions:#QQQ#SMH#VOO

**Ranking by 10-year Sharpe ratio:** **SMH** (2.45) **VOO** (1.38) **VGT** (1.33) **QQQ** (1.11)

SMH had the cleanest breakout lol idk what you’re saying

Mentions:#SMH

Meanwhile SMH is up while SPY is down 3 hours into open This market makes complete sense

Mentions:#SMH#SPY

SMH red while NVDA up nearly 4 percent… I don’t like this boss

Mentions:#SMH#NVDA

Woo SMH down 2% after a big bump yesterday what a crash MU and SKHY basically flat since yesterday

Mentions:#SMH#MU#SKHY

SoXx Caps individual top holdings at about 8% and this reduces single-name risk and forces more exposure to mid size and equipment companies.. SMH concentrates heavily on mega-cap

Mentions:#SMH

AI bubble crash is good for future AI-technology. All look for ROI. Once AI bubble crash, all hardware parts &cost of GPU, CPU & memory drop hard. Many datacenters expansion cost lower, economy grow all sectors, not just few narrow AI stocks. $SKHY $MU $NVDA $SNDK $SMH $AMD

Buy SMH right now…. You will be glad you did

Mentions:#SMH

Was up $100 on AMD before market closed and didn't take profits SMH...

Mentions:#AMD#SMH

SMH back to ATH EOW?

Mentions:#SMH

$NVDA $SMH $MU $SKHY $EWY $SNDK Banks shutdown AI-debt financing. Now BigTech has negative cash flow negative Who buy semi and where liquidity come to buy semi think? Story telling & PT pump like “Situational Awareness “ kid

When cash flow negative for BigTech, how long they pump semi? $SMH $MU $SKHY $NVDA $QQQ $SPY $STX $SNDK like Situational Awareness story telling ? Banks story telling price target pump dump going big. All price target by MEME analysts has no fundamentals.

When cash flow negative for BigTech, how long they. Buy semi? $SMH $MU $SKHY like Situational Awareness story telling

Mentions:#SMH#MU#SKHY

$SMH $MU $SKHY $SNdK $TSM $INtC $AMD $STX How many Trillion AI-margin debt , when total margin debt 1.5 Trillion , last week wiped $45 Billion in a day, Situational Awareness. Memory is cyclical, AI doesn’t mater Ask any AI , why memory is cyclical?

After BearStern bailout, $AIG, $WAMU , Lehman one by one. $SPY $QQQ $SMH $XLC $XLK $XLY Leopold Aschenbrenner’s hedge fund bailout last week. Situational Awareness by June 2026 his fund was worth $45 billion How much today ? Fully liquidated Margin debt, 1.5 Trillion https://preview.redd.it/sua4c64y9dhh1.png?width=776&format=png&auto=webp&s=0fddf8265f61db9061505235eab48cc1ca46aeed See how crash wipeout at downturn

IGV up 3% SMH up 4% correlation ppl in shambles as well

Mentions:#IGV#SMH

Why not use SOXL instead if you have high conviction? I trade both at various times depending on my conviction, but I only use the SOXX and SMH charts for setups. I do the same with QQQ and TQQQ.

$SMH many semi crash at earnings

Mentions:#SMH

SMH or SOXX. I prefer SOXX

Mentions:#SMH#SOXX

Oh boy, here we go again, selling the hyperscalers to buy chips and industrials. SMH...

Mentions:#SMH

1. Don't buy 'New' Vehicle, 2-4yr old nice one. Not FORD! 2. Don't invest in Crypto. VOO/SPY-Middle of road (the market S&P) Your young add some XLK/QQQ/m, SMH/SOXX (Nasdaq/Tech & A/I). 3. Short the Inverse if gonna play with LEFT's.

Do I buy SMH tomorrow or Voo like normie

Mentions:#SMH

SMH, QQQ, and chill

Mentions:#SMH#QQQ

o dang nice. what expiration date and price? i've only been doing leaps tbh. i bought SMH puts 2028 but a bit early and chickened out when i broke even

Mentions:#SMH

I can’t really advise you on CSPs or covered calls because that’s not how I trade, and I don’t want to pretend I’m an expert in instruments I don’t use. But first, stop thinking about “making it back within a year.” The market doesn’t care what your account balance used to be, and trying to recover losses on a deadline is how one bad trade turns into a blown account. Personally, I’d keep it much simpler: wait for SPY to pull back into a major level like the daily 50 or 100 EMA, look for confirmation, and use 60–90 DTE calls. Risk no more than 5% of the portfolio on any single trade. Another option is to look for recurring trend patterns on the daily or weekly charts in stocks and ETFs. Recently, SMH gave a setup around the psychological $500 level. MSFT also spent a long time building liquidity around one of its recurring higher-timeframe patterns. Don’t risk more than 5% per trade, and once the position moves in your favor, move the stop to breakeven quickly. You already donated enough money to the 0DTE liquidity pool. With longer expiration, proper position sizing, and repeatable higher-timeframe setups, time and probability have a much better chance of working in your favor. Some trades will still lose. That’s completely normal. The goal now shouldn’t be to win back $107k as fast as possible. The goal should be to never lose $107k in 15 minutes again

At this points. People just want an excuse to get QQQ/SPY/SMH to ATH....

Mentions:#QQQ#SPY#SMH

The post was about why the spy is up, the spy isn’t up because some inconsequential amount of money was given to companies, it’s up because the massive capex has demonstrated payoff. SMH you guys can downvote as much as you want.

Mentions:#SMH

When you send in real estate salesmen in, instead of real experienced negotiators. SMH.

Mentions:#SMH

Top 3 US ETFs seeing inflows in the past week? SMH, SOXX, SOXL Source: Bloomberg

$SPY $QQQ $SMH Algo pump and Algo crash going daily basis nowadays Anything pump book profit, before next day crash even BigTech

Mentions:#SPY#QQQ#SMH

KORU usually sets the pumping value for its cousins, which include EWY, FLXK, FLKR, and, on occasion, SMH. A strange casino.

kinda interesting that all the Neo-Clouds are exploding while SMH is down.

Mentions:#SMH

Cmon SMH pump back up

Mentions:#SMH

Yep I sold my individual semis and memory (still bagholding SMH and DRAM) but went long on the stocks you mentioned and my portfolio is making a decent recovery. Not going to lie I did FOMO into a few like MRVL near its ATH 

Heavy concentration in SMH/FSELX. Cant complain. It got me where I was before that!

Mentions:#SMH#FSELX

For me, 45 DTE is still short term. 120 is better, 180+ is better still. You still have convexity, but less convexity. I do like to pick wide OOM bear spreads for initialization. LT expiries are more expensive up front though, so you can narrow the bear spread a bit if that is an issue. My logic is that is that when own stocks with the most quickly ramping earnings and margin, I have to put up with a ton of volatility, especially overnight and Asia but I don't want to be forced to sell. If the spot drops all the way through a spread, like it did with SPCX and RKLB recently, I mostly just close them, sometimes roll, because I always have layered spreads. If spot drops through the spread, you already made most of the money, and you have lost convexity. But, I don't like to default to rolling because the best time to sell spreads is NOT the best time to buy them. I plan to permanently run with at least 5% of the value of my portfolio in bear spreads, unless the bottom falls out, then I may go straight long again. Because of this, I want to minimize the cost per day of hedging. Year-DTE bear spreads are even better, but again cost more up front. With layered LT expiries, you can afford to wait for great times to buy them, when the sun is out, when stocks are hitting new highs on fierce volume, when MTUM is ascendant, when call interest >> put interest, when there are no massive put floors right underneath the price. Most importantly, when IV < HV. If IV == HV, then I think the options are still underpriced. Black-Scholes models assume a random-walk Gaussian distribution, which is plain wrong. Actual forward distributions are much narrower than Gaussians and have much longer tails on both sides. The market dramatically overestimates the time that the spot will stay in a narrow range. If IV<< HV, on a stock, that is a juicy price. So wait for rallies to find firesale prices on LT puts. No one is forcing your hand. The middle of a crash is a bad time to buy bear spreads, but with 4-12 months DTE, that's fine, because you already have them. I always have a spread because I never expect a security to fall by 50%, though it happens, so why not make it cheaper? With this setup, your portfolio is the equivalent of a Poor-Man's VIX structure. This means you would just flat out buy SPY and buy a SPY bear spread or put at the same time. This is arguably cheaper and better than buying VIXY. I probably have some SPY bear spreads, but I like to concentrate on more volatile stocks but only when IV is low and spreads are good. I like SPCX and TSLA because they are so active so they have tight spreads, so you don't lose on the bid/ask spread just to enter. I'm flat out bearish on TSLA, and a little scared of SPCX because the last falcon heavy launch was a good one. Still overvalued, but I think a lot of retail traders who are rich from betting on TSLA (I was long until the cybertruck and semi delays happend) will give Elon all the funding he needs. I also think that these fanboys are leaving TSLA for SPCX, which is conventional wisdom, and behind all the talk that Elon will try to merge them. I think we does want to merge them, but he would rather hit TSLA capitalization targets first, then roll into SPCX to it SPCX valuation targets. In this market, I don't think he'll get the TSLA kickers, but he certainly could if SPCX made an offer for TSLA that is just ridiculously far above spot. SPCX and RKLB puts were super cheap with great spreads in the early days of the IPO, and let's face it, we know the average trajectory of an IPO. It will open too high, rally to a blow-off-top peak, then fall below the entry point as investors that have been in 5-10 years rush to the gates to unload as the lockup ends. I even have some low-value SMH spreads for more direct volatility purchases. But yeah, tl;dr: OOM bear spreads are very convex when the price falls into them. I just think it makes financial sense to go as LT as you can afford if you want to run with hedging; volatility can literally give me ulcers without them. Every down day, you can sort your portfolio by daily gains, see a lot of green, then think about when you want to close spreads, before you think about selling stocks with strong margin growth into a panic/value-at-risk unwind. Also, when you buy LT bear spreads, you don't have to buy them as often, so you lose money on the spread ONCE, not many times. But, everyone has their own style. I used to take a lot more concentration risk, I've made all the mistakes that noob investors make. Never buy LT spreads when the market is crashing because the MM and Wall Street will be busy stacking puts, IV>HV, a dumb condition.

Why not SMH?

Mentions:#SMH

Terrible Idea especially at these prices, if the prices drop further maybe... And besides you can just invest in SMH (VanEck Semiconductor)

Mentions:#SMH

SMH is more memorable imo

Mentions:#SMH

Just loaded up on 40k of SMH and DRAM, I like these dips as another entry point, but I don’t have a strong investing track record so inverting me also wise.

Mentions:#SMH#DRAM

| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMH** ▼ | $500.00 (below) | $545.28 | $540.07 | -8.3% | Aug 14, 3:06 PM | | **Record** | 3W - 0L | 100% | - | - | - |

Mentions:#SMH

When the PE gets below 20, I’ll be buying! Did the same thing with SMH starting in 2015. My portfolio has been printing an average yield of 31% per year for the last decade. 🤤

Mentions:#SMH

They really wanted to kill puts today SMH

Mentions:#SMH

| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMH** ▼ | $500.00 (below) | $545.28 | $544.88 | -8.3% | Aug 14, 3:06 PM | | **Record** | 3W - 0L | 100% | - | - | - |

Mentions:#SMH

| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMH** ▼ | $500.00 (below) | $545.28 | $545.05 | -8.3% | Aug 14, 3:06 PM | | **Record** | 3W - 0L | 100% | - | - | - |

Mentions:#SMH

**BanBet Created** ▼ | **Record:** 3W - 0L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMH** | $500.00 (below) | $545.28 | -8.3% | Aug 14, 3:06 PM |

Mentions:#SMH

!banbet SMH 500 2w

Mentions:#SMH

My coworker who's invested says how is the time to begin loading up. He says this was the plan the whole time. SMH

Mentions:#SMH

I was so proud of myself that I was able to keep holding my AI names (AMAT, SMH, ASML, BE). I fought the urge to sell every day of the pullback. But we may not be out of trouble just yet. We’ll see.

If you're thinking of WQTM as the answer, maybe think again. The only holdings that really mater in that one are the Big 3 (and the newest and most promising addition, Quantinuum, making if 4). And they each are only \~4.5% of total holdings in the fund, with everything else being either unrelated or inconsequential compared to what you are trying to invest in here - speculatively powerful tech. It has also gained only 21.25% in this calendar year, too, which is sad. Analysts are now forecasting Quantinuum's growth to quickly outperform the original Big 3 (IonQ, Rigetti, and D-Wave, as you know). This is due to its immediately useful application across various sectors and confidence held by different agencies and corporations that have led to more contracts than the Big 3 have had. It might be worth putting a reasonable bit of your quantum interest moneys into the pure play of Quantinuum and then the rest in SMH and QTUM to round out the tech.

IGBBMN if u think real rebounds happen this quickly. just from the institutional pov, they want markets to chop near the bottom for months so they can absorb shares quietly bc they control so much capital, saw this w/ SMH July 2024 to April 2025. today’s run makes no sense from that timing perspective. it’s also being justified by that retarded Citadel vs Leopold narrative which is a red flag already, how it became such a big deal and the first report’s source was “according to people familiar with the situation” i have calls btw but only bc i think hunting rebound FOMO needs 2-3 days to trap everybody. rug pull on Monday orTuesday imo

Mentions:#SMH

Even so it doesn’t matter WS is starting to look at all pic and shovel companies as a ticking time bomb as ai still hasn’t matured nearly enough to fatten their pockets more than it’s drained them. It why all semi companies are down SMH had dropped over 25% and fell below big MA against the SPY. The only reason this isn’t a bull trap is cause there’s no way you can call a \~5% recovery after a >50% drop a bull case confirmation. This isn’t a trap it’s the market pulling back to a huge demand zone that’s it. If it sandisk goes past 1600$ then there starts to be a bull case but you also have to see huge gamma to the upside in terms of options and volume

Because Goldman, JPM, BAC, all gave it to him. I'm sure he'll use the language of Long Term Capital Management, run by Nobel-winning profs, who said it was a six-sigma event. I mean, what are the chances that Russian markets could collapse at the same time as the Ruble? Inconceivable! What are the odds that IGV could rally (the funding source for SMH this year) at the same time semis could crash? He's got a balanced book guys. He is hedged. He won a math prize. Give him 4x margin!

$SPY $SMH $QQQ $DRAM $KORU $SOXX $SOXL Hype generate more Zombies. Higher interest rate, wipe them to bankruptcy.

$SMH $QQQ Hype generate more Zombies Higher interest rate, wipe them to bankruptcy

Mentions:#SMH#QQQ

I typically close at nearly a full winner for a $0.01 or $0.02 Debit. Here is some more background and why that works for me. 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). 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.

Sitting here doing some math on Leotard's port valued around $18B-$20B end of Q1. At the end of Q1, SALP had SMH puts valued at $204.2M by mid June the index had skyrocketed 80%. In addition to SMH, he held $750M in the top underlying holdings for the SMH all of which also went up making them worthless by mid June. This is definitely how he ended up 4x levered because he didn't own the underlying stock for most of the puts he had at the end of March. Would have had to borrow more to cover then when the mid June to mid July losses came he was double fucked because his stock port went to shit and he couldn't cover his margin. Tried to raise money people were like yea my shits fucked to and eventually had to sell.

Mentions:#SMH

How did they know, beyond standard 13f filings? Obviously they have resources and it could leak. But the last public filing showed Leopold was short semis in general, his largest position was SMH puts (sure he was long elsewhere, but hedging against a downturn just like this one).

Mentions:#SMH

Thing is, in the last 13f filing, Leopold was broadly short semis. His single largest holding was SMH puts. Of course, these filings are on a 90 day time lag. I wonder if he exited that position to go max long, and that hubris is what ultimately burned him.

Mentions:#SMH

So awesome and nice moving it out of the market. I’ve been so skeptical of semis and even I was buying the last two days as capitulation was obvious. Took all my gains from SMH this morning and moved the to corp bonds until the next entry is obvious. I’m heavy cybersecurity right now if you want to look there. Next phase play of AI.

Mentions:#SMH

If many punished like $META, do you think they buy semi ? $SMH. $STX $MU

Mentions:#SMH#STX#MU

If many punished like $META, do you think they buy semi ? $SMH

Mentions:#SMH

When you knew spy was gonna pump but you still hesitated. SMH

Mentions:#SMH

SMH +5% before open?

Mentions:#SMH

Agentic -AI spreading adoption everywhere. Semi &memory shortages are real Each $NVDA GPU need at least 8 HBM-memory from $MU, for Agentic AI $NVDA recent quarter $82 Billion revenue few weeks back. $AVGO earnings strong $META $MSFT $GOOG $AMZN AI expansion still strong, $QQQ $SMH https://preview.redd.it/irlqclgotbgh1.png?width=742&format=png&auto=webp&s=2fef5964dde4ee6abdc0df952ecf3439eda0b612

Made $1K on NVDA puts, lost another $2K on SMH shares. That’s how we roll baby.

Mentions:#NVDA#SMH

He was holding a 4 billion SMH short at the too

Mentions:#SMH

2% up still. green, but pretty weak for such a good beat. SMH. at least i only have 100 shares.

Mentions:#SMH

SMH has breached 500 with no buyers in sight 😭

Mentions:#SMH

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.

**BanBet Won** — /u/tenfthigher (3W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **SMH** ▼ | $530.80 → $500.00 | -5.8% | 1d 3h | Won |

Mentions:#SMH

See $MU latest 6 quarter earnings. When all worry for tech & semi, let’s see recent earnings of $MU few weeks back $SMH $NVDA $AMD $INTC $TXN $AVGO $AMAT $LRCX $KLAC all under pressure after Fed FOMC. Economy is digital, all need semi. All use smartphones, streaming, AI-social media. AI stay forever https://preview.redd.it/dqxsmylsc8gh1.png?width=806&format=png&auto=webp&s=f1aa6503affe20c8c335c3f384ed5fa90af755a8

This is bullshit, SMH should be up bigly right now.

Mentions:#SMH

SMH TO 600 next week

Mentions:#SMH

$SMH. 670 to 512, in 2 weeks, Time to swing up to 550-600

Mentions:#SMH

Just bought MU calls on margin and a prayer, still short SMH though

Mentions:#MU#SMH

Can SMH go back under 500 already

Mentions:#SMH

LMAO Look at SMH chart..... this shit has so much more to fall. Its over folks

Mentions:#SMH