Reddit Posts
12 Stocks to Hold in 2024 to Beat QQQ, SPY and SMH (or SOXX)
Why VOO and chill over other ETFs that outperform VOO over 1/3/5/10 yrs?
I am a ex-prop trader trading US equities and these are the stocks on my watchlist (1/8).
$KO outperforms half of the Mag 7 in 2024 because of $NVO and $LLY
Fidelity, brokerage link and NAV funds vrs ETFs
Good month. Fidelity sucks and hasn't updated 178k at end of day Friday though from their glitch. SMH
When you can tell which way a stock will go but don't know the time frame, should have just Shorted this ish instead of a PUT. SMH.
20k gain. Haven't sold the rest in my other brokerages yet
SAVE is a BUY... changed to discussion post. SMH
How to get rid of my trading habit to invest properly! Fear of losing the money!!
Wall Street Week Ahead for the trading week beginning August 14th, 2023
[M25] International Student in the US - How to prepare to move assets overseas
A detailed DD for AMD in AI (Instinct MI300 breakdown)
Does this mean Robinhood is short selling SMH?
ETF and Market Evaluation for week of 02/27/2023
ETF and Market Evaluation for week of 02/21/2023
ETF and Market Evaluation for week of 02/21/2023
ETF and Market Evaluation for week of 02/21/2023
Wasn't Elon hurting to make cash with Twitter? He hosts Tate's DOA comeback match and didn't even think to charge PPV. SMH
All Hail US President Musk! What has this world come to (SMH)
The SMH ETF Indicates Why The Markets Are Showing More Strength.
This has got to be one of the most funniest subs I've been on. Hilarious
Powell did exactly as i thought yesterday which makes me even more bullish now
Semiconductor Sector and profitable Large Caps is where i would be putting my money
Awww man, I set up my 401K earlier this year.. they got me in all the wrong stocks SMH
BBIG Options trap totally manipulated by market makers. This will close below a dollar so options expire worthless. This is legal mind you. SMH
Is it too late to short the market? I still feel the market is going to break the June lowest point
Buying 10 stocks in one industry verse investing in an ETF?
Nancy Pelosi’s husband buys millions in computer-chip stocks before big subsidy vote
Biden travels to Ohio to highlight $86 billion for troubled retirement plans.. SMH
$CEAD called it at .95 enjoy the gains.I got banned on this sub on my original account(sammy2607)for saying buy puts on ater SMH
Something fishy with DTC anyone else confirm
Rug pull of the week.. 🕳🚶🏼♂️ SMH 🤦♂️ this was being blasted so hard in here, was “THE squeeze” “BEST setup” “ yadda yadda, what the hell happened? Why is no one talking about it now? $BBAl
$GFAI called it in the short squeeze sub at .39 since you guys banned me here,SMH but get in this play NFA
War for Fun and Profit: Discuss Best Plays for China’s Looming Invasion of Taiwan?
War for Fun and Profit: Discuss Best Plays for China’s Looming Invasion of Taiwan?
May Update To The Largest Bet In WSB's History!!!
I'm not strong like you guys. Go ahead and make this play for me - Intuit Calls for Friday.
I heard you guys want to see loss porn. I touched 300K and didn’t sell. SMH
Hedgies played the uno reverse ladder attack card. SMH
My starter growth portfolio is 10 shares of MSFT, 4 shares of SMH and 1 share of GOOGL. What do you think?
Remember the guy that called the breakout on $COVID? Should have bought calls SMH.
Y’all hated on me when I posted this last week. SMH true apes woulda followed me to the moon 🦧🦧🦧🦧🦧
Cash in on Pelosi and the CHIPS and FABS Acts
Cash in on Pelosi and the CHIPS and FABS Acts
CDC manipulating the stock market SMH
$KTTA Killer Call Here , Entry Price Posted .30 BEFORE The Move 🚨 Some Haters Gonna Say A $2 Move Isn’t A Squeeze SMH , You Guys Focus Too Heavily On Supernovas In Here 😂
Mentions
Everyone seems to be bearish on semiconductors, yet they keep reporting incredible results every single quarter. The SMH is due for a squeeze soon.
The SMH returned 250% in the last 5 years
I refuse to believe there is no hard bounce on any of these supports. SMH.
SMH fighting to stay red right now.
Finished flat 2 days this week. SMH
#Faye might get her own God of War game and you’re shorting market? #SMH 🤦
Rebalances can create short-term flow noise, so I’d be careful reading too much into one or two sessions without follow-through in relative strength. No position in SMH constituents here; I’d watch whether new weights hold up after the initial adjustment window.
Oh, just seen that you have the European version of SMH, not the american one
How does the rebalancing of SMH work?
typical beginner portfolio, gambling on stock picking etc. Position size matter most, those positions are silly positions, just gather all into an ETF, or two ETFs, let it ride. If you are learning, like most of us did, then be willing to lose all this money. Eventually you are FAR better off holding strong conviction ETFs, risky ones (SMH) or safer ones (SPY)
Hi, thank you for your insight. Well, I've only been doing this for eight months so far. I've been comparing to primarily the S&P 500 and NASDAQ, and have been outperforming them. I'm pleased about that. But I am trailing behind AI/tech-centric indices like SMH or SOXX (obviously, since my portfolio isn't purely tech). That's not a big deal to me though. I prefer diversification. The vast majority of my software stocks are extremely low allocation, pretty much lottery ticket capital. So even some go under, I'm not losing my hair over them. As I mentioned in my post, I made +31.5% across eight months. It's nothing compared to the people doubling or tripling their money here, but I'm happy that it is steadily going up.
Give that fella the Peace Prize! /s. SMH
Qs were hanging on by a thread. The SMH is below support. They kind of had to make a move today.
Calling it based but removing it anyway SMH mods
Everything can be affected, but in the long run, the SMH will outperform again simply because the demand for compute is only increasing every quarter.
Guys in Korea are jumping out windows and you think we’re okay at open? SMH
Convenient time for the SMH to fall below support just before AVGO reports.
Why do people do this? U obviously started a position and are gonna hang tight until earnings since there’s no real catalyst until then. Since that’s the case and since you are determined to put all ur money in plus margin why not buy some now, some later and later in dips and position yourself better for success or less of a potential loss? SMH be better in 2026 brother.
I would say yes, lump sum it's historically better than DCAing. Nobody knows what is going to happen, I am always optimistic and it worked for me well, I do think the stock market might be down a bit more or this is the bottom. Once it moves up, it does it aggressively. But that is just my opinion. I have 60% of my portfolio in SPY, and 40% in SMH because I am very optimistic about the US in the coming months. Besides everyone thinks the US is dead and this is exactly why this year might surprise everyone again.
SMH to 350 and I full port calls
UAE markets open tomorrow and you're buying pooters? SMH...
Premiums are so high. Just can’t get myself to pull the trigger on anything. SMH shame on me
The sector’s still up 12-14% YTD depending on what you follow SOX or SMH
Somebody hasn't hear of nuclear winter, SMH.
Keep pumping it up! I mean SMH at a 60 PE isn’t a problem right? Totally healthy valuation, let’s just go to an 70 PE
I'd get a $SMH strangle before close today or tomorrow for AVGO ER.
Shit fucking company, i sold all my shares Thursday SMH
Us jets getting shot down in friendly fire. SMH
Congrats savants who bought oil when it was still weirdly low a few months ago. My metal&miner allocation isn't up much though, just a few % while my index and tech equities are down a few %. DXY going up helped alleviate some pain. Technically high oil prices is bad for miners which is why they have popped less than the underlying metals. It's also bad for inflation 😬 The 1970s sends its regards... I do wonder if SMH could have peaked now just like in july of 2024, leading to a good year of no growth plus the ever present ai bubble pop collapse risk in semiconductors/memory. Bond funds have been creeping up looking fairly attractive, that does worry me. It's still my expectation that there will be a major downturn coming by year end that could last a year or worst case reset everything. Very tough to hedge against though outside of bonds, cash and maybe vix but it's too elevated now to buy.
Bitcoin pumping because WE (all of us) have puts. SMH
Thoughts on FTXL over SMH? 🤔🧐
I think my first question is what really is your taste for risk (i.e. risk tolerance). The headline says "without taking too much risk", but then you mention about growing it more aggressively. Being that you're 22 and you have more than 30 years of investing time, you should be able to lean towards being more aggressive. In general you could have the core of your portfolio be something like VOO or SPYM (same S&P 500 index, but slightly cheaper expense) and then sprinkle in some more aggressive plays like a sector/category you think will do well (i.e. SMH or SOXX for Semiconductors) or some individual stocks.
Best boglehead split with a slight amount of regardation? I think mixing QQQ, VT and VXUS depending on how much US vs international expusure you want. Can even add a small/midcap USA etf (though i don't like russel 2000), i don't know which etf though as i would prefer active screening for solid fundamentals. (VT does seem to have all cap expusure) For the regardation i'm thinking metals/uranium miners, SMH, korea/taiwan/brazil index, space or defense etf, even bitcoin or fintech etf. Any other interesting etf plays? I may even consider tips bonds if you think a huge crash is imminent but i think i will just hold a larger cash position in hysa/0 month tbills. Not liking leverage right now tbh. Stock market looks funky. American market weak af and ex-usa market in its own valuation bubble. I can see it blowing up one way or the other soon even without ai unraveling.
Maybe some bitcoin but that's fairly risky. 4 year cycle says the next cycle top shouöd be september 2029. That also makes me believe there won't be a recession that year. Hard to say though if the ai bubble doesn't pop in the next year or two. Gold (and maybe gold miners) is good too, 10k/oz may actually happen. SMH and QQQ if you believe in tech. (With leverage there are SOXL and TQQQ but any crashes in the meantime could hurt them a lot). VT as a boring global stock but it's unlikely to do crazy numbers. There are are UFO, JEDI and SHLD for the space and war plays. URNM for uranium. Really hard to say...
This is not good for the ornamental gourd futures market. SMH someone email the board of peace immediately.
War kicks off this weekend SMH
Why would one not have a stop loss just for this. SMH
You dont take your phone with you? SMH
On monday i will do a lot of adjustments away from the s&p500. Only US exposure will be certain choice tech plays like SMH etf and a small handful of stocks i believe in. I may drop spy entirely and only add a small slice of qqq since the mag 7 are actually a value play now compared to the rest of spy. God the valuation compression liquidity crunch crash will be awful.
I put our kids investments into more aggressive ETFs like VGT, SCHG, and SMH
SMH and chill. Stocks or leaps.
I’ve had enough , I am selling my SMH investment . This ETF is nuts .
Currently contemplating actually reducing my US exposure to 0 outside of SMH. Gonna get ram via korea so i don't need stinky US companies that just get sold off or manipulated by MMs.
Even the SMH is failing us at this point. What's even left for big earnings? AVGO is next week.
SMH should still be good for a while. But yeah there will never be another nvidia.
Honestly i just think the hedgie trade of the month is Long SMH short IGV so now that is unwinding
I will join the bogleheads on monday. My riskiest position will be SMH stock and bitcoin.
big reversion in the SMH vs IGV pair trade, might have bottomed
>"growth-style" funds were lagging behind the market – SPYG, SCHG and the like. 'growth stocks' means 'the companies have revenue and profits growing faster than similar companies'. 'growth stock' does not always mean 'stock price grows faster than other stocks'. sometimes yes, other times no. nobody knows for certain what will be the best investment over the long-term, which is why all the professionals say to be well diversified and avoid assuming yesterday's winners will continue winning into the future. >I have 10% of my assets in SMH, and it has been performing pretty nicely, and I believe it will continue to, because there's enough demand for semiconductor products even outside of the AI bubble. that doesn't necessarily mean SMH is a good investment. look up the long-term year-by-year history and SMH has had some major crashes. https://finance.yahoo.com/quote/SMH/performance/
SOXQ or SMH for semiconductors powering AI companies
Hey everyone, looking for some outside perspective on my portfolio setup. I’ve been trying to move from randomly buying stocks into something more intentional and structured. **About me:** * 31 years old * Long-term strategy but targeting stronger growth over the next \~5 years * Stable income (\~$130k/year) * 90k in savings, 30k in 401k * Fiance makes 100k, and has about 100k in a 401k, and 45k in savings. * Comfortable with some risk/reward but not trying to gamble everything Right now I plan to take $40k from my savings to start my investing and plan to add $750/week consistently spread out to my portfolio. Here’s what I came up with: |Stock|%|Initial Amount|Weekly| |:-|:-|:-|:-| |VOO|22%|$8,800|$165| |SCHG|22%|$8,800|$165| |MSFT|6%|$2,400|$45| |GOOG|12%|$4,800|$90| |SMH|10%|$4,000|$75| |NBIS|6%|$2,400|$45| |ASTS|12%|$4,800|$90| |RKLB|10%|$4,000|$75|
I just invested in to VTI at 12 today, then actually at 3 went in to VXUS, I’ll look into SMH and SHLD but I was definitely way to tech focused, I spread my stuff so I am not just in tech and stuff thank you for the recommendations
I was totally Kidding Brother. You seem spread Very thin. I would start off Investing in ETFs. Most Hold a variety of Stocks in any given sector. Do your own research of course, but these are some that I am currently holding and what they consist of. VTI - total US market, VXUS - International Markets, SMH - Semiconductors, SHLD - Defense Tech, GLTR - Precious Metals Good Luck 🍀👍
I tried allocating 25% of my portfolio on SMH, but I noticed I was not sleeping well at night because I also believe midterms is the year markets tend to correct. So I sold with a tiny loss and I am only now in SPY 100%.
Depends on the stock. I don't have a lot of confidence in Apple as a growth stock over the next five years. AI is the big tech right now, and Apple doesn't seem to have any big AI plays in the pipeline, other than trying to enhance existing apps with AI features. As far as hardware, I can't imagine Apple is cooking up any surprises there, either, in the next five; just boring old annual speed bumps. I feel like Mac OS and iOS are to the point that they are becoming over-enhanced; that is, Apple is fixing things that aren't broken, just to have their regular system upgrades. NVidia and Amazon are good AI plays, as are Google and Microsoft. But if the $20k is all you have to play with, I would probably invest it in an ETF. I'm really liking SMH right now, or you might prefer VOO or even VTI.
So typical. SNOW beats everything and pops up, then inexplicably slumps. SMH
Degens will always buy nvda earnings options expecting a big move. SMH
30% MSFT, Meta, GOOG 60% SMH, NVDA, MU, TSMC 5% GLD 5% SGOV
SNAP is down 80% all time. If that isn't the defintion of a "loser" stock I don't know what is. SNAP is down over 50% in 1Y and down over 90% in 5Y. The 5Y chart is a bit skewed because the start is near its peak, but still... 5Y return on QQQ is over 90%. 5Y return on SPY is over 80%. SMH ETF is up almost 250% in 5Y. Even the ultra conservative SCHD is up over 40% in 5Y while paying 3.5-4% dividend yield. People who just throw their money into reliable indices that have long history of going up are destroying SNAP with little to no effort. And here you are just hoping to capture a small slice here and there? That's what I meant in my first comment about your biggest loss is opportunity cost - people are growing their net worth by multiples while you hope for small nibbles. But TBF, invidual stock to ETF is apples to oranges. People who are picking individual winning stocks are crushing SNAP even more than the ETF's - again going back to my comment of why buy "low/no growth" stocks when you can buy "growing" ones? The former stagnates, the latter grows your net worth.
SMR => SMH every. damn. day.
In the past when I held TSM they would go down every time there was drama in the South China Sea. So I sold partly due to that and Trump winning (believe he would sell Taiwan out with a bit of bribe). Now after I exit TSM it becomes mute to geopolitical drama. SMH
How can the AI bubble be bursting when SMH at ATH.
More VOO, VTI, VT, VXUS, QQQM, VGT, SMH. What’s your risk appetite? At a younger age, QQQM or SMH is more interesting.
Just buy SMH. It's really hard to time which company will rip when.
SMH gang winning while doing absolutely nothing.
I just don’t understand checks and balances. “Hey so I created this club, and I need $10 billion” “And NO! I won’t be providing receipts, and I have complete access to it for it life” SMH
SMH options are expensive 😳
It was him who yelled out wasn’t it, then they just pinned in on the spastic, SMH.
SMH should’ve known that AMA from Jensen was fake
It’s because it got financialized. You can buy futures, you can buy options, and more exotic contracts that the poor people can’t buy. Everytime something gets financialized, EVERY FUCKING TIME, it no longer acts independently of the rest of the financial system. Now it just trades like a 2-3x beta of the QQQ/SMH. Every crypto bro thought Wallstreet buying in was a good thing, but really it’s the end of the coin people just don’t know that yet.
Just 10%? I took a nap on November 20th 2025. I'm up 117% since January 1st, but I am still under where I was before November 20th. SMH.
Buy those companies individually, unless you can only buy etfs. Ewy is fine. There is no better etf alternative. (Bar the general semiconductor etf SMH)
And SMH and RIO were awesome calls
Yes. These same "crystal ball readers" didn't see the many developments over the last 5 years that greatly affected and changed the markets, yet somehow NOW can clearly see the future now. SMH.
Im thinking like 40% QQQ 10% SMH, and then 50% 5-10 individual growth stocks Would something like this be a good split? I do VOO VTI and VXUS in my roth and 401k from work accounts
She just turned 50 like a week ago, I just dont want her to have to work till she dies she always says thats her plan bc she has no retirement (had to liquidate it all for medical reasons) and it just breaks my heart. I want to take care of her and set her up for a good rest of her life. Yeah I'm still figuring out how to structure my individual account so Im thinking like 40% QQQ 10% SMH, and then 50% 5-10 individual growth stocks
SMH. Retaliatory tariff is paid by the companies doing the trade, which gets passed down to the consumers. They taxed the goods as they shipped out. And why the eff do you keep using the word retaliatory in all your comments? A tariff is a tariff. Consumers pay for it, never the government or the company. Is this why MAGA voters keep voting for the dumbest things due to low IQ? Did you just learn Econ in high school or something? Lower price for competitive price advantage? lol. Let’s ask all the US farmers taking advantage of the US bailout if they are lowering prices to sell their soybeans and wheats, or taking handouts. In this case, the US is paying the retaliatory tariff by stealing money from the majority to pay these dumb ass rural farmers that voted for Trump tariff war due to price disadvantage. You and your rural family did this. Begging for handouts from everyone because you don’t know what a tariff is.
It’s a good time actually with all this choppiness - make some nice sized high risk bets on individual stocks, and put the rest into a etf or two that capture some of the discounts recently. I’ve been waiting for a good dip in VGT. Unfortunately data center etf’s like SMH are just insane right now. Also - gold, silver, and precious metals. Handful of stocks on here mentioned worth allocating 1/5 of the funds to
Options with no plan is gambling. Start small. Wheel and LEAPS. I did some SMH LEAPS this year and went up like 25% already. Or just buy index funds and chill and watch it go up. (Indian American here)
What does 15% worldwide tariff even mean? Will that apply to all the countries that have already made a deal with the US? Will this impact semiconductors? 15% tariff on Taiwan would be absolutely devastating and earth shattering, SMH would tank 20% in a single day. Surely it can’t be…
SMH seeing Gen Z at the Olympics with raccoon colored hair
Who else is shorting SMH on 25th?
SPY and SMH charts are identical
I knew a literal surgeon that made $300k a year. Drove a Honda, $1,800 a month rent, rarely ate out. He would lose on average $150k a year to random crypto or market options. Some big wins but end of the year he was always down... Told me he just wants $3mil so he could retire early. Told him with his lifestyle moving those bets into QQQM, SMH, GLDM, VXUS he could retire in 10-12 years well before 50. "That's too long".... Some people need the thrill
And the saga continues while people, I mean ATMs, pay the price ... SMH !