Reddit Posts
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.
TSMC earnings lifted the whole semiconductor sector
Mentions
>[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
#lmao @ koreans like yall never learn SMH
Up 31% YTD. SMH, a couple of individual semiconductors, Ai clouds and SPMO.
$SPY $QQQ $SMH Buy when all cry He can cool txt to pump market If required, withdraw all to win midterm
I've played with 5% of my portfolio in individual stocks. It was fun when I made it work, but that was really just gambling on chip stocks the last few years, which is like betting on red or black at the roulette table. Pays out consistently until it doesn't. I settled out. VMGMX, VTSAX, VTWAX, VWUAX, SMH, VOOG, and VTI. Plus whatever my 401k is doing.
Is SPCX now correlated with SMH?
Meanwhile the SMH that I bought in April and May is up 16.2%….
SMH to double digits and QQQ to 300 where they belong 🥱
Gonna continue dca of QQQM, VRT, SMH and ROBO until the robots win.
It's just 2x SMH. All I'm saying is SMH will outperform SOXX for the next few days
75% of my portfolio is tech/AI plays. My googl was down a little, VGT barely down, FIX, GEV up, SMH up, big biotech day for me.
$NKE $BMY $META $SMH $MU. $SNDK Algo scam few memory stocks to keep market vibe, when economy shrinking all sectors, at higher interest rate, high energy prices
Yeah. My younger brother is 37yrs old and he still has no retirement. I have encouraged him to create an account but he sent me pictures of his new used 4 wheeler instead. SMH. The craziest part is he has a kid and I don’t. The lack of responsibility is wild to me.
Thank you goat Leopold Aschenbrenner. King degen made the callout that this memory dip was as good of a buying opportunity as early 2025. Full ported DRAM, SNDK, SNXX, MU and SMH 2 weeks ago ports up 30%.
EASY, you just needed more SMH ;)
Borrow against IRA and 401k Max out margin on HOOD Buy TQQQ and SMH leaps Never work again
DRAM, SMH, neoclouds, MAG7, the usual
Interesting fact is if you need to make a power plant, you’re gonna need semiconductors for the power plant equipment.. and every single other thing along the entire grid. Even if someone reinvented power supply and delivery, you’re gonna need semiconductors for that as well. If put SMH in your basket, you get everything that will ever be invented or made for the remainder of your lifetime and beyond. Nothing can exist without the help of semiconductors at this point.
SMH! My AI trading bot…it caught itself lying about its win rate once, deleted 17 of its own posts before they shipped, and yesterday its auditor AI stopped ME from posting our stats because “the sample size wouldn’t survive a hearing.” I wanted Skynet. I accidentally built the SEC 😂🤌
I can’t believe i have to explain this. Everyone knows you click the red button if you expect it to go up SMH
Idk I’m just memeing, if im being honest qqq longs might be the move. Like 2 weeks out for it to reclaim ATHs That and SMH is looking ready to break out, I might possibly swing trade it I’m also eyeing longs on NOW APP ASTS GOOG TSM
I was in your shoes, very recently, and I am 37 so I have a few more years on you. My wife and I contribute to VOO/QQQM mainly and a little into SMH/TSLA. We plan to do this for the next 25-30 years and we are confident we will be fine by the time we retire.
I lost 10% on SND and SMH before I pulled out and invested in reasonable blue chip. Fucking AI bubble 😂
**BanBet Lost** — /u/tenfthigher (3W - 1L, 75%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **SMH** ▼ | $545.28 → $500.00 | -8.3% | 2w | Lost |
Brother asked for a play I gave him a winner and now he thinks he’s Warren Buffet. He full ported his account into options SMH.
I agree. SMH was doubly good. Sold some of it to lock in my gains.
I think today was the last pump of IGV. Tomorrow top and its SMH turn
I was working for a company making chip fab machine components. Our customers were super busy. I bought a bunch of SMH at 27. Took profits at an average of 520. Still have 85 shares left.
SMH, i bought more in the recent dip.
SMH/QQQ look good here both at Vwap
I’m all out of ideas in the near future. Jpm, Eaton, and copx have been my big winners with BR and intuit. ITA, SMH, and XLE are where I just put a bunch of money this week
Or just the SOXX/SMH index itself. Incredible strength.
You can open an account at Morningstar and test your portfolios. They have a free trial. A lot of US equity IMO and a lot of Mag7 overlap. For me, SPY and SPDW and some focused ETFs if I want to increase some sectors. Like XLK, XLF or SMH
It's a Roth. Get aggressive. You want big gains. Big tech. It's not going anywhere. Big tech will run this world for at least another 100 years. QQQ Voog, SMH,FYEE (8% dividend)
I got into the semiconductor trade around 2015, and I’ve been stacking SMH ever since. How I arrived at that investment was by thinking about the fact that in 1985 there were, I think, something like 17 information systems technology companies, and today there are over 70. As technology advances exponentially, we’re going to need more semiconductors. Until we invent something greater than the semiconductor, we’re all going to need more of them. It seemed like a pretty solid investment, so I went with it, and so far it’s paid off very well.
The P/C ratio is so low, folks are in for a rude shock when this implodes. All because some money-losing Neocloud company posted a smaller loss than expected. Some never learn, SMH.
SPY is ATH QQQ has mostly recovered SMH is still 10% behind, but already bounced back a lot
$CRWV 90-100 today possible Companies with \~ $50 Billion market cap, $F $GM $NKE $CAT $SWK $HOG $MMM $DE $CRWV see See how is net margin &cash flow. CRWV is miserable worse $SMH $QQQ $SPY Algo make many Situational Awareness push, like old SPAC days. Higher debt &higher rate catch reality Profit time https://preview.redd.it/mn06tdbb7yih1.png?width=764&format=png&auto=webp&s=4a5b72b920e2f94d0c908f7ec68c6ae3adce6154
Leverage unwind is more painful than anything. Size of AI debt , Too Big to Fail ? At GFC-2008, $AIG Lehman, $BAC $C $MS $GS struggled to survive in 2008. “Situational Awareness “ blow up $45 Billion for leverage. All datacenter on debt load is worse than CDO of CDO Look market cap of semi and many cash burning Zombies or even all semi. $SPY $QQQ $SMH $MU $NVDA https://preview.redd.it/ikjp07kvkuih1.png?width=752&format=png&auto=webp&s=fb5597e1e9465f40af3f2a0fcea2edd0587705e7
Why we need so much AI information? What is use of too much unnecessary information from AI? If AI just brings all available information from internet & summarize nicely, is it useful to spend big for AI & neglected all human needs, schools, hospitals etc? $SMH $MU $NVDA $QQQ $NVDA etc too high market cap pump , even many Zombies those burning cash.
This place has gone downhill ever since they got rid of the 4 for $4 deal. SMH
I have 25% SMH and it’s still my best performer even after the correction.
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **SMH** ▼ | $500.00 (below) | $545.28 | $571.70 | -8.3% | Aug 14, 3:06 PM | | **Record** | 3W - 0L | 100% | - | - | - |
Tell that to all of the people that voted for him. They will tell you that "companies pay for the tariffs!!!!" and that the American people gets to keep the money...SMH... Man, I'm extremely disappointed in how ignorant and gullible so many people are when it comes to Trump. He was so right that stupid people love him.
I added more SMH, currently 50% SMH and 50% QQQ.... 100% tech. Annoying weeks ahead, but end the of the year things will be a lot higher.
God damn SMH really waited for end of day to make new day lows
$SPX $SMH $QQQ Earnings crash 10-30% for all AI hype stocks nowadays Check which hype earnings stocks this week $LITE earning crash tomorrow $MU $STX $WDC all crashed at earnings
2k isn't much if you have 30k+.... Investing has been a nightmare since last october unless you dodged all blow off tops in crypto, metals, space and memory OR if you were all in SMH exclusively and didn't try to play anything else. Else VOO and chill really was just the best play. Right now there are still a few beaten down stocks that could pop 20% in a few days, especially now on earnings, but you'd first need to find the right ones and even then the question is if they are a good long term hold. I think the ai party will soon come to an end, though there could be one last bout of euphoria left. Even the cheat code of just buying the mag 7 has underperformed for the first time in years. I would stay the course for now, avoid leverage, just stay in voo, keep some cash handy to buy gold/crypto for whenever they bottom out or if we do crash. Could buy treasuries as well because imo the upside ain't so bad especially if we do get a substantial crash, else you still get over 5% a year. I'm also bagholding memory but i do expect it to still bounce a bit. That will be my top signal though, i'm not gonna try riding them out for big gains anymore.
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 🤦🏻♂️ 😡
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...
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
if you wanna skip individual stocks but dont wanna be as boring as VOO at least do VGT and SMH of something that outperforms
>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
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.
$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
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.
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
Today could have been a text message. SMH
COVID pandemic taught us nothing apparently. 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.
$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
$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
$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
Not for all of them. SMH isn't 10+ years old.
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.
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.
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).
**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
Meanwhile SMH is up while SPY is down 3 hours into open This market makes complete sense
SMH red while NVDA up nearly 4 percent… I don’t like this boss
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
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