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
I would research AI ETFs, and dollar cost average on a basket of choices: **Global X Artificial Intelligence & Technology ETF (AIQ)**: Provides broad, direct core exposure to global AI software, services, and hardware companies like Nvidia, AMD, and Micron. **Roundhill Generative AI & Technology ETF (CHAT)**: An active fund focused specifically on generative AI innovators and tech leaders, with a 0.75% expense ratio. **VanEck Semiconductor ETF (SMH)**: A heavily chip-focused play capturing the physical infrastructure and processors powering the AI boom, featuring a low 0.35% expense ratio. **Global X Robotics & Artificial Intelligence ETF (BOTZ)**: Targets robotics and automation companies tightly integrated with physical AI applications, holding around $3.3 billion in assets.
Semis is actually tryna put a higher low. Check out SMH or SOXX. Even though I'm slightly biased, I actually think a turnaround is around the corner
Maybe different people have different definitions of a “steal”. At best, you’re looking for a 1R trade, when probability is very low. DELL needs to pump over 10% for this to happen, which isn’t very likely. Even if this trade pans out, over time taking 1R trades with low probability will mathematically result in a massive drawdown. Looking at the charts, DELL and SMH just set a lower high, the current market vibe is rotation from hardware to software. Doesn’t seem like a good setup from that perspective. As far as fundamentals, you mention expectations. So in order for DELL to jump 10%, those expectations need to be dramatically surpassed, not just met. Of DELL doesn’t increase the guidance, but merely maintains, what’s the most likely outcome? Big down. Overall, it is your trade and your risk. Just be aware that if DELL opens even slightly up, let’s say, 460, your option value will be down 50-75%. Look at the charts - it tried to break out of a nice bull flag, but failed to follow through. I think the probability is about 60% that it goes to the bottom of that flag trend line, which is around 360 - 380. Good luck!
Invest in them all through SMH. Everyone is printing cash
SOXX/SMH will never go up again sadly. Is there anything to invest in that can beat spy? I tried Zscaler, by far the most reasonably valued major cybersecurity stock, but of course it's not really moving.
It's hard to know exactly how to help as you didn't share your strategy. Possibly you've been buying long calls or doing 0 DTE YOLO trades? I would recommend you move to selling options, specifically Puts. I've been trading Put Credit Spreads for over six years with excellent returns. It is slightly boring, but is low stress and provides time freedom (only trade about 15 minutes per week). Here is my strategy if you would like to give it a shot. Sell highly liquid underlyings (I use NDX, GLD, RUT, IBIT, SPX, USO, DIA, IYR, SMH, TLT, XBI, VIX). 15 Delta (Out of the Money with 85% Probability of Profit). Short Term (28-32 DTE) with a laddered approach so one rolls off while another is opened each week. Little Management (only close positions out at a 200% loss if needed). Typically use $5 wide, but I go to $25 wide on RUT & SPX and $100 wide on NDX. I also try to wait until the underlying goes down by 1% at some point during the week, then I take advantage of the high IV and sell the Put Credit Spread.
VOO , QQQM, SMH are 80% to 90% correlated. They are essentially the same thing.
Putting college kinds on blast in ESPN’s Not Top 10 is kinda mid. Like #1 was a women’s soccer goalie. She’s not making any money of that. Love of the game. And now she’s basically a meme. SMH
$QQQ $SPY $SMH looks Dump AI hype stocks, his new policy to punish hype and crash market, bring deflation and rate follow
Always check IGV/DRAM and IGV/SMH the rotation is real lol
check IGV/SMH or IGV/DRAM for rotation, they are bouncing back and forth
if you trade tech, check IGV/SMH or IGV/DRAM for rotation
Too much story telling, once $NVDA CEO told $MRVL will be $1 Trillion, it pumped all optical components like $COHR $LITE $AAOI $GLW etc with many semi in $SMH $QQQ See today $MRVL earnings. Do you feel it’s $1 Trillion earnings hope? Story telling & financials media pump going everywhere.
Watch out for signs of semis bottoming out (through SMH, SOXX) but just not yet. Mrvl, NVDA, TSM, MU still seem to be leaders to me.
Big leaders build legacy & what legacy now? DOGE, Tariff, Trade,China,Epstein, Greenland, Venezuela, Iran & back to Canada, just before midterms. When gas & groceries price comedown? $SPY $QQQ $NVDA $SMH $XLK $XLF $XLC hedge fund buddies vibe pump few to divert all, when 10yr high.
Lmao, you have SMH as its own income class and bonds not even as an option. The most "2026 reddit investing sub" chart I've ever seen.
just wanted a few braincells watchin the latests mom comes first SMH. ANWAYS WHATS NEW WITH NVIDIA WHY IS IT CRASHING
I mean more so that SMH is up and DRAM is down
SMH is literally up 2% wdym
yes, a company that made close to $100 billion should be trading at penny stock levels. SMH
It's like you just WANT to be kicked in the nuts. SMH
IGV big up cus CRM SMH big up cus NVDA We are really cooking
I would GET OUT OF SOXL. STAY IN SOXX AND SMH. SOXL is just 3x leverage but it’s not good right now during this volatile time. I’m also all in on semis. Getting fucjed a bit rn but I thing long long term I think it’s fine.
That’s why they’re burning them down and protesting them. SMH
Just buy SMH on the dip.
I gave up on Wendy’s after they continuously cannot get a done no-pink burger right. It’s supposed to come well done anyway. SMH
Damn someone gifted me one and I lost it before I could frame it. SMH
Would you say the same thing for AI adjacent positions? Like VOO, QQQ, SMH..
That's what I think too. Closed out my SMH cash secured put this morning for baby gains. Too risky right now
The 40% yield they are creating with the fund requires continued/sustained aggressive upwards price action. if that doesn't happen you'll get NAV decay very quickly. You have quite a bit of capital in that fund, so just some quick math. You're getting \~$1700 a week or in distributions based on recent weeks. you could get the same $$ in premium selling 3 relatively conservative .25 delta 9/4 530p's on SMH, use significantly less capital doing so, and still make money in a flat or even downward market. if you are comfortable with the volatility of semi's and looking for income, learn to sell puts.
$SPY $QQQ $SMH looking to Short semi and buy other beaten down boring dividends
SMH looks like its going to quit
$DKS positive cash flow Net sales for the quarter ended Aug. 1 were $5.59 billion, compared with $3.65 billion a year earlier If look, $CRWV $NBIS and many negative cash flow AI & semi in $SMH $SOXX holding big market cap
**BanBet Created** ▼ | **Record:** 4W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **SMH** | $500.00 (below) | $546.54 | -8.5% | Sep 7, 3:44 PM |
$SPY $QQQ $BTC $SMH when margin debt shrinks , just mater few months to get 10-20% correction always. June was peak, heading October bottom 10-20% drawdowns possibly https://preview.redd.it/egqfns5d9clh1.png?width=785&format=png&auto=webp&s=b64c160bc7c2a000049fc4660b59bc4a9b564ed2
If you're not buying $SMH on 5 to 1 margin do you even like money? AI is going to eat your lunch
BITI $BTC.X not sustainable when $QQQ $SMH crsshing, bubble bursting, liquidity drying
$BTC.X not sustainable high, when $QQQ $SMH crsshing, bubble bursting, liquidity drying
>[Only when the tide goes out do you go get the salmon.](https://www.reddit.com/media?url=https%3A%2F%2Fpreview.redd.it%2Fa-legendary-quote-by-warren-buffet-one-of-the-wealthiest-v0-byjrhj1vi3t81.jpg%3Fauto%3Dwebp%26s%3D58d29deeca402d33ea21b728887332ccb3a0d06f) >- Warren Sushi Buffet of Omaha If you can read moon/tide cycles then you'll know when to get the salmon. 🌈🐻s meanwhile sit and wait for a once a year spawning. Clock is right twice a day. SMH!
lol “cry harder” is just what people say when they’ve got nothing smart to say. A way to cope with lack of knowledge and understanding on a subject. SMH Blaming the neighbour doesn’t make weak results okay. Leadership is supposed to deal with hard situations, not use them as an excuse.
Haven’t been thanked once for being upper K and carrying the economic load. SMH. On vacation and not a single person said thank you so far.
Semi's (SMH) look like a possible short rn
playing ac2 right now. HOW could ubisoft FUMBLE the parkour so badly. the parkour in ac2 is so fun man: a lot of freedom, great controls, it's INCREDIBLY advanced for it's time and WAY better than curren parkour. all they should have done is add more animation to ac2 parkour SMH. L ubisoft as usual
So?? They just won't be putting their earnings into buybacks as in the past many years and will instead keep investing into physical things (AI) that will earn them even more on top of their wild 70% margins. Not "just like you buying a car...", it's just like Amazon when they bought a million vans and greatly expanded their fleet so they could make even more money delivering themselves. A business purchase of equipment (in order to earn more) is WAY different than regular Joe buying a car. SMH.
If I go 40% calls on crypto equities, 40% leaps on USO and 20% on AI/SMH/DRAM and reallocate ripper gains to fallers, I get to be green everyday? I forgot how that felt
Wow SMH. He wanted to be the greatest president of all time and he's absolutely going down as the worst.
I would’ve bought at open at 115 (down from pre market, which I had been watching) had I not been busy taking the kids to school - only to see it go even higher after I was at work, SMH. Now it’s at 174? Good lord. Should’ve set some kind of limit order but I was convinced I had to watch what was going on before I got in.
Patience rewarded you. I was sitting in the 20s for an entire year before giving up on it SMH
No but I did buy a 10% position back into SMH 😃
Help with tech., like a lot us I did really well with semi s and related infrastructure stocks this year. I took profits on AIS, MU, SMH, GLW, etc. I sold out completely from GEV and PSI. I’m still way up on these because I got in early enough. On Maxlinial, MXL , which i bought late, i am now red-underwater. I am struggling to understand which if any of these i should buy on this dip/correction? Or are people calling the trade done and getting out? What are people doing?
Again you can’t read so I have to confirm that your generation if you’re an average representative is doomed. Don’t bother responding cause I know what sewage you’re going to spew from your mouth. I will be unbothered because you’re blocked. SMH.
SPY Green, SMH Red, AI Bubble Popped and institutions are quietly exiting
Yeah dog why can’t it be up 200% in a few hours SMH
#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.