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
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 !
SMH. Everyone panicking about GDP numbers when actually this is just lettuce production numbers out of California.
And the soft reveal on Alien life... Anything to distract from the Epstein mess currently SMH
I have Bipolar I am BULLISH on NETWORKING infrastructure HPE CSCO ANET SMCI.. but I'm also bullish on PUTS on SPY because our US gov are fkn wusses and making us Americans look like clowns SMH.
It’s going to die. SMH 390 1DTE
CVNA puts went to be up 3K+ to now just barely $200 bucks. SMH
Well looks like you were right on GTX... they beat EVERYTHING but fell... Hopefully I do better with PRAX ... SMH
Do not buy BTC, it will head to zero, they are out of buyers. Most indexes will perform equal long term so if u buy one that is down u will win. I own 6 : BRKB(works like a fund they own 130 companies) , FZIPX-0 FEE Small cap, MDY -mid cap, Fnilx -0 fee Large cap. QQQ Or VGT -tech or nasdaq, Semiconductors -an Ai play- SMH. I do not rebalance to avoid taxes, so I could really own 1 of these only ,If I did rebalance, I would buy FZROX a zero fee total market fund.
WTF with this market... NICE misses on outlook and revenue and goes to the moon??! SMH
I sold regards you are welcome, 3 months of bag holding just to break even SMH
I closed NVDA and SMH puts shortly after the open today. I will likely jump in and out for quick moves before earnings. If shares move to the top of the range this week, I will definitely buy puts again. Even so, I would like to be out most of my risk by earnings. NVDA is expected to move about $14 after they report, so I will be gauging how far it actually moves and the volume behind the move. If they beat and guide forward and the stock pops, but volume is lighter than expected, I will jump in with puts.
QQQ max pain at 604 today, and I didnt load calls in the 590s.. SMH.
Alright, fair enough. The good thing about stocks and options is you don’t just talk, you can actually place a bet. So… what did you put your money on? I had on a SMH 365/385 put spread from Thursday. I closed it out today for a 5-Day 19% return. If we get a bounce tomorrow, I will likely put something similar back on.
SMH at ath just about
FSELX in my roth and SMH in brokerage.
SOXX and SMH cover AI World runs on tech. Tech runs on chips. Chips are the picks and shovels.
Also FNDF, my second best position behind SMH last year
Half on VT Rest on URNM SMH REMX SETM Wait another several years to double it and enjoy
It's not just about who can operate the fastest and at the lowest cost. It's also about who controls the moat on components the entire supply chain relies on. **$NVDA,** **$ASML,** **$MU, $TSM** all control critical components that the entire AI stack uses. Personally I own SMH for broad based exposure, got in last April during the tariffs concerns. I built a dashboard (**semiflow.io**) tracking 18 core semiconductor companies with metrics gathered from 10-K filings. I wanted to see where the real supply and demand is through monitoring revenue, margins, and inventory levels (to see who is actually being efficient vs. who is building up a glut).
SMH - Semiconductor etf AIPO - AI focused energy ETF PICK - Metals ETF COPX - Copper ETF WGMI - Bitcoin miners (turning into AI energy plays)
VOO is 12% semis and your current 65% weighting puts its semi allocation of your entire portfolio at around 8%. VXUS adds another 1%. If you reduce your exposure in VOO from 65% to 55% and put that 10% into SMH, your total portfolio semi exposure basically would double from 9% to 18%. I don't know if I'd want to have 18% in semis, but I'm not 32.
$SMH is a super etf that always leaves me Shaking My Head in wonder. Everyone should have it in their portfolio
Its literally saturday 2 more days SMH
This is the one I was taught by my friends family that actually loved FORD. Ran into them recently and he asked me to point out what I thought was his car in the parking lot. I thought FORD and he said "Chevy now". SMH. People change.
I do 40%VT and rest of the 60% 10% FTEC 10% SMH 10% AVUV 10% GLD 10% BND
Significant drop on SPY, QQQ, and DIA. Select semiconductor / SMH up during next 45 days.
Makes sense, I have a good position in SMH.
Tbh I'd just choose SMH. It's the Semiconductor ETF
My take on some of your picks: - the world is heading towards more technology, a good way to get in on this is targeted etfs like VGT (technology) and SMH (semiconductors to power tech and AI) - bonds at 26 years old is a big no - crypto runs on the greater fool theory, too volatile, and holds no intrinsic value - if you're fine with overlap, are you fine with cosolidating that overlap into 1-2 etfs to keep things simple. There's no reason to complicate things
LAM, KLAC, ASML, TSM, Micron, Sandisk, KORU (play on samsung/skhynix). These companies will win regardless of who ultimately wins the AI race. Honestly you could just buy SMH or CHAT or QQQ and be fine.
I obsessively study every SEC report line by line…. Just kidding, 50/50 SCHD and SMH and never look back.
FXAIX is excellent. When you get more comfortable with investing, look at FSELX-a semiconductor mutual fund. Luckily for me, someone bought it for me 20+ years ago and it has grown enormously. If you want a semiconductor ETF, that would be SMH or SOXX.
Crazy!!!!!!!! I make 60k a year SMH some people just have too much money 💰 🤑 I hope you are one.
Layoffs started in 2023 so what does that have to do with Trump? Also SMH if you think people are getting laid off because trump
The real one bruh. Despite today's gains, the S&P 500 remains on track for a losing week overall, having fallen 1.6% during Thursday's session alone..,u really think most of the stocks with huge blowout earnings are worth it at this price... SMH.. hedging is the key.
Its Friday the 13th and you dunces really not buying puts before a long weekend? SMH its like you WANT to lose money. This shit finna turn into a NIGHTMARE.
I owned MRK from OCt - Nov if you want to SMH. Wall St HATED them but I thought I was calling a bottom. My position went slight green then Wall St. started churning out news that they're the worst company ever so I sold at it started dipping one day Suddenly they're up 26% from there in two months? Almost like Wall St lies constantly so why I don't trust this "software is dead" bullshit That's just one example of many
Okay, so retail semis are in the gutter; see: SOXX, SMH
So you think $26k will magically turn into a million over night? SMH
$SMH is the best ETF of all time
So AI software will replace mass parts of industry but “don’t invest in AI”? Also, why are AI hardware stocks ripping? Why is SMH up nearly 9% this year? Sounds like AI has been a great investment thus far
Bad timing man. Everything will be red for a while. SMH it’s buy time not sell time.