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've been long invested in Google, Amazon and the whole AI stack incl 3SMH; I have made life changing money. If you believe this race is over; then set in your shorts please.
Not a direct answer to your question but I sold my NVDA and bought SMH felt it’s a good diversification and there are some smaller companies there with room to grow.
SMH and XLE are the only correct
SMH is up but puts are rising due to IV increase lol
So are SMH calls for big tech earnings a bad idea or what
Situation is extremely dire when the entire market is riding on SMH , but literally everything in SMH is some giga short squeezed nonsense pricing 3x perfection in atm and the short squeezes are failing ☠️☠️
Panic sold my SMH but bought SOXL calls :)
No amount of money I make is enough. SMH.
Could have bought SMH last year for 80%.
SMH/MAGS is an insane chart
I have like 40k split between QQQ and SMH leaps so I hope you’re right
If I remember it was a crazy run up then a little sideways taking profits then a big accounting firm dropped them basically indicating something is wrong with the numbers fast forward to today where they were still sending chips to china when they weren’t that’s like really bad for PR and they will never recover to those levels again I’d put my money elsewhere lihe a AMD, NVDA, ASML or a fund like SMH, FSELX that’s just my opinion tho not financial advice
Alright semi’s are officially no longer overbought. Here’s your chance to load up on SMH after a nice RSI pullback for the move up to $550 next week. Don’t get caught watching it from the sidelines
should I close my shorts that am still down and re-short when we pump tomorrow or wait as we gonna see new dips tomorrow ? just regarded shorts play, SMH
Exited my SMH puts and BNO call positions just now. Maybe I'm paperhanding potential profits, but this shit could turn on a truth social or Axios article :/
My SMH call makes me nervous.. should I sell?
90% of this SMH decline will be bought up. Wouldn’t even be surprised if it closes green
Value investors feasting on SOXX/SMH corpse today LMAOOO
As I said yesterday, you regards don’t realize the diminishing returns of AI capex. Deepseek is almost as good for WAY less $$$ puts of SMH, SPY and orange man
As stupid is, stupid does. SMH.
Compare a money market/bond returning 3-4% like SGOV vs a higher volatility etf/stock returning 6-30% average growth but volatility of -8% to -50% like VOO S&P500, QQQM Nasdaq 100, SMH semiconductors. Stock growth is a hedge against inflation Mathmatically, it is always better to be invested in the market long term and dollar cost average. Dips and crashes practically do not matter. Shorting the market is an unnecessary risk. Short term, it is useful to have a small amount of low volatility funds and new income for emergency and to buy the dip.
if you consider only investing at the peak of the bubble and never buying more than yes, but if you dca'd after that you'd be well-advantaged. If this is money you need or are on a fixed income this not a for you. It seems like LETFs work best if dca when there is a major dip or a sideways market with volatility decay. Not good for short-terms gambles, you'd be better off with 0dte/trading options if you just want to make a quick buck imo. LETFs will destroy the emotional or uneducated investor; Buying, holding, and aggressive DCA when the share price tanks is a good way to make a lot of money in an equity that you have heavy conviction in long term like sp500 or semis/tech. The reality is most people can't handle a lost-decade like scenario and dca the whole time, but as you know for the people who did in regular stocks they are doing amazing now; LETFS work no differently just amplify the good and the bad. Take it as the same thing as rolling 3% of your savings into crypto and if it goes to zero for a few years, cool you still survive and can rebound, but if it goes to the moon you get a sweet vacation. If will diehard buy an ETF during a dip with every dollar you have no matter how long it takes to go back up, might as well reward yourself with leveraged gains if you do weather the storm. I knew semis were going to go up after the dip this March, so I bought a lot of SMH. Completely forgot about USD iShares LETF; Otherwise I would've added it to my position. Keep in mind you can always temporary rotate to the non-leveraged version of that ETF after a huge gain, if you are anticipating a sell-off or sideways action. But then again, you would be running the risk of timing exit/re-entry.
It's fun to bull-post in the daily thread. Bought a truckload of August SMH puts today myself.
They better keep it up so that I can exit my calls SMH
I’m a newbie investor and was to allocate something aggressive Did some research and got these allocations FSKAX 50% FTIHX 20% QQQM 10% SMH 10% AVUV 10% Any feedback is appreciated.
Rumors floating the US will restart attacks this weekend. Better buy SMH calls
How did noone ever make the connection between poet and put SMH
50 $SMH 400p for 6/18 how retarded was this
Why 10% SMH if you want to hedge against AI? Your VTI already holds plenty of semis, so adding SMH just tilts you more towards mega cap tech Rest of the build looks solid with a lean towards small caps. Here’s a breakdown of your plan: https://insightfol.io/en/portfolios/report/c45b32cfab/
I was able to sell my SMH puts this morning but I really want to buy more. I need to delete the app.
SMH +5% tomorrow after CDNS earnings tonight
The ultimate rug pull going down after mag 7 done with earnings, expectations are AT URANUS rn. If they only go to mars, expect a large correction. PUTZ ON SMH, SPY and the entire damn mkt at this point
CHPY completely disconnected from SMH for first day in a while
Wouldn't suggest dumping all your port into these, but I really like JEDI (space) and SMH (semiconductors) (if you're ok with the AI bubble risk),
I BTO SMH Jul 500p at 35.05 and SOXL Jan 50p at 8.90 on friday. Looking for a double up or stop loss at the current highs.
SMH will be green within an hour or two. Want to load to $520 calls for Friday right here
SMH calls. This is the pullback you’ve been waiting for in semi’s
Getting ready to buy puts for the first time in a long time! SMH SOXX. When you see dogs like QCOM up 25% in two days. You know you’re in the bubble.
Sell 40% of the VOO, wait for the next crash, then go 50% of that 40% into SMH, the rest VGT. Don't worry about the crash, mango has a few more left in him before he croaks (from whatever means).
Calls on SMH, got it.
The end is near; semis are everything. Stonks fly on INTC, Friday SMH higher; Japan flying with massive move in SoftBank; SoftBank moving because of massive ownership on ARM, Kospi playing catch up…. Everything connected to chips. And nothing else is going up… Sorry folks but in 6 months Semis will be a lot lower.
I’m not. I genuinely wonder if these people get thousands of bots to comment on this and what they are gaining by running the scam or also wonder if there is something I am missing. Some of the comments/discussion in the group have led me to decent investment…I’ve made $250k on SMH since 1/1/25 with my ‘play money’ and I was turned onto the ETF by discussion in that group. I purchased it at $242
My suggestion is ETFs in taxable account since they are more tax efficient. You can also do ETFs like I do in my IRAs as well, but that’s good to have mutual funds in since you can buy however much you want in dollars since there is essentially no minimum investment amount so it’s good to remove cash drag. I have Charles Schwab for all my personal brokerage accounts. I am currently in SCHG (Schwab US large cap growth etf), IYW (iShares US technology etf) and SMH (VanEck Semiconductors etf). People also seem to like VTI, VOO, QQQ and others. I did recently put some spare cash in my IRAs into SNXFX (Schwab 1000 index fund) to remove cash drag and I think it’s a good index fund. The ETF version of SNXFX is SCHK.
Yup my port has a nice little bump in it thanks to SMH which I hold about 30% of that.
To have $1.6 million total in his portfolio and half of it into FIG doesn’t seem smart to me, it seems like gambling. 10x?!? I’m sorry but I don’t see it. I personally think the OP would be better off putting that $800k to work in SMH, VOO, SCHD, and other safe yet consistently strong ETFs.. but heck, what do I know
I like this combo: SPMO 40%, SMH 30%, FMTM 20%, and EWY 10%.
Every second post is about sausages, oil and ghey anoos. SMH man, never once in all the years I have seen 🐫 toe get mentioned. This place is ghey as fuck (which is why I belong).
Please at least cut out $167,000 worth of stock. SMH.
Imagine working when you can just by 0dte SMH calls
It’s ok man, you know nothing about the semi industry and probably just started investing in SMH a month ago. If you realized how the industry actually worked you’d know this isn’t a sustainable buildout and there will be a giant pullback eventually. Cyclical industries always stay cyclical, we’re just in a massive super cycle.
I'm talking about semiconductors as a while, SMH
SMH is 2 standard deviations above the trendline. It WILL fall.
After the 1st million, the next one comes much faster; and soon enough, the portfolio would grow more per yr than my annual salary. But one thing I would tell myself is that to just keep it simple & boring and invest in sp500 and skip the individual stocks (maybe some mix of QQQM if wanting to be aggressive). Early on, I invested some in individual stocks as well as thematic funds/etfs. But after 5 yrs, when averaging everything together, it underperforms the index. Of course, we're all tempted by big hitters. And for every big hit, there are multiple misses that just drag down the average. For me, when I first started out 6-7yrs ago, I did a mix of sp500/VGT and around 5yrs ago, added Intel, SMH, BMY, LMT, RTX, PPA, XAR. SMH turned out to be a good one, it more than 4x since then. But the rest of them was just lagging. I bought Intel 5 yrs ago at around 50s, and held through the red for 5 yrs, and only turned green very recently. I realized it a few yrs ago, and since then I just added new money to VOO/QQQM, while keeping the individual stocks so now those individual stocks are just about less than 5% of the portfolio. Might be interesting to have a small percentage for "fun" stocks, but should limit it. To win with individual stocks, need to: 1. pick the correct stock 2. have correct entry 3. have correct exit Considering those 3 and the tax consequences in taxable account, I feel like it's just not worth it. At the beginning, I also set some automatic weekly contribution to SP500 & International, but noticed that International was just dead money, so I stopped. But now I'm resuming my international contribution hoping for it to reach about 5-10% of my portfolio (it's around 2% right now).
Ok so, I totally agree with you, in fact, I have built mine with the same view as you. However, mine is more diversified - it has SP500, SMH, KOID, RBOT, Data Center ETF, and broad market like VHVE. If you believe in KOID, you believe in SMH, Semis are inseparable from humanoids because they run advanced multimodal AI models, so you can’t separate the two. Is that the whole of your portfolio or your satellite? Reason I ask is are you betting your whole savings to humanoids? My position in KOID/RBOT is about 10% overall.
no wonder /r/ETFs can't stop talking about SMH classic returns chasing
You’ll be the moron posting later how ChatGPT CAUSED you to lose all your money. SMH
Why outs? SMH was ricking it
CAR finally making a move after chopping all day SMH
I’m actually looking to diversify into stocks because I bought a bunch of boring ETFs on March 30 and 31st during a big dip, now this dip at NOC has me interested in diversifying into individual stocks. ETFs have treated me kindly, but I’ve made so much more from the individual shares I bought during that dip than VOO AVUV and VXUS. SMH and SOXX have been another story though…holy smokes. Just dipped my feet in a little RTX, wish me luck! (In case you couldn’t tell I like aerospace and defense stocks founded in Northern Virginia in the 1930s lol)
Shorting $AMD, $SMH. Buying $META here
I’m loading up on SMH here. Never going down
Let me introduce you to 3SMH, potentially the greatest invention by humankind.
Wish me luck. Up 8% today as a bull. Just went lotto on SMH puts for June expire
Every trade on earth still out here shorting semi’s. SMH could rip another 10-15% this month on covering alone. You still haven’t missed this trade
so obvious it’s a bubble. i mean just look at $SMH lol jeezus
A few months back I moved one of my IRAs. When you move they give you cash and you rebuy. So I bought some VTI and SMH, both ETFs. VTI is +3.4% and SMH is +38.0%. Seems normal and healthy.
May there really is no bad time to buy SMH.
Some of you kept asking what it was like to be in the market during a euphoria stage and then to actually bet against it. Now I want you to look at the SMH or SOXX, look at a 5-year timeframe of SOXL and SOXS, and have the absolute balls to go hard in on SOXS right now. Also nobody should take this as "sell everything, we're crashing tomorrow."
I have it in my Roth so no need to worry about the taxes. Realistically any of the growth funds would have been better but CHPY in a flat market still returns insane dividends and I like that benefit. It hasn’t lagged far behind SMH, though. SMH is up about 35% and CHPY 30% from when I bought.
I was in heavy until I got my taxes done. CPA said I'd be better off not in high yield, and just sell shares when I needed money. Sold most (not all) of my CHPY for SMH, and then went in hard on DRAM when it debuted. DRAM is straight up smoking it.
SMH is now over 2 standard deviations above the trend. This hasn't happened since literally dotcom. The last two times it came even close to this was 2021 and summer 2024. Please consult the chart for what happened. Thank you for your attention to this matter.
SMH being up 4.5% is pretty wild
Just put half in SMH and half in IGV. That gives you exposure to both sides of the AI industry (chips and software), and diversifies your risk more.
SMH is up 4% premarket, nuts.
At some point I’d expect the SMH/SOXX to retrace half to 60% of this month this year. It’ll be a huge pain in the butt, but there really isn’t much we can do about it. It’s a midterm year and it’s probably not likely this time that March was the final act on the downside. BUT…we’ve gotten to the point where my worst case would be probably undercut 6300 and then rebound to somewhere over 7k to end 2026.
I personally like owning individual names so that performance isn’t diluted but looking at the holdings of SMH and it’s basically my top names. So I can only conclude that it’ll be a great hold for the next 2-3 years. 😁
Coming from a poor family in a developing country, I have already bought 10 shares of SMH. I am optimistic about AI infrastructure and the development of AI technology.
Semis have been rock hard lately. Look at the SMH chart. 16/17 days green. There has to be some pull back rightttt…
You have a solid argument. I was in both NVIDIA and SMH for a while, with SMH being my hedge vs Nvidia. Eventually, I got out SMH because it was stalling and was sick of it going nowhere; that was just before the last leg up (as usual). Would you think that SMH still has good potential to run as of today? Or you'd rather be in individual memory names?
Yup. I’ve missed out on nice gains so many times idgaf anymore. It’s the trading experience. I’m looting to open LEAPS puts on INTC and/or SMH at open tomorrow. I think this is textbook blowoff top bubble behavior, not advice tho.
SMH buy the hay stack, dont try to get the needle
Never ever ever bet against the market. Stocks always go up. SMH.
INTC and SMH LEAPS puts at open, they’ll be on sale and I think the orange team is gonna start unwinding their positions don’t get left with the bag.
Why isnt ARM more talked about? Highest percent gain of all my stocks this year other than SMH
Yeah the SMH/SOXX run gets talked about more in the daily threads. It’s truly insane. Can see it probably retracing at least half at some point, but while software is a decent bugaboo, it’s hard to see the Nasdaq being in any true trouble with semis doing this.
They are not even making the same amount of revenue they did five years ago. I guess if you believe they will grow revenues substantially from here then so be it. Frankly all of the SMH related stocks are looking crazy overbought now.
I’m in ETFs too like DRAM SMH But a 1-2% drop is still thousands bleeding
SMH and all the stocks under it are way over extended, including AMD and INTC. This is officially a bubble.