Reddit Posts
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
24 - Give me stocks for an AI play long into the future. Rate my portfolio
China to Approve Nvidia H200 Purchases as Soon as This Quarter ✅
2025 Recap: Silver +139%, Critical Minerals +86%, Space +65%, Gold +61%, Semi +47%, Nuclear +47%, AI +44%, Quantum +33%
YTD 2025: Silver +164%, Critical Minerals +94%, Space +67%, Gold +70%, AI +50%, Semi +50%, Nuclear +50%, Quantum +35%
Eternal question. Buy the market now, or wait? Got rid of my individual stock portfolio and decided to get back into ETFs
Should I (would you) sell VGT/SMH/FTEC/XLK and maybe MGK and just buy something else?
Should I (would you) sell VGT/SMH/FTEC/XLK and maybe MGK and just buy SPYM or something else?
Is the "Dot-Com" Setup to 50% Complete? - Crypto Tax-Selling, The Authors Guild v. OpenAI Inc., Ukraine War and the BoJ Trap.
Mentions
IGV up, SMH down, SPY up and SMH down, NVDA and SPY up, NOW, CRM, MSFT up.
The best short-term gains at your age is emergency savings from either a High Yield Savings Account (HYSA) or Treasury funds (MMF or Treasury ETF). A) Stay with Fidelity and look into SGOV (Treasury ETF) or FDLXX. The Federal reserve is keeping the money supply tight for banks, so interest rates will be high for the remaining 2026 year. B) Semi-conductor industry is doing great and expected to stay that way until 2028. SMH ETF is an excellent choice after building up 3 months of emergency savings with SGOV or FDLXX.
AIPO is the worst way to play this angle imo. It's gains are majorly coming from the chip side of things. If this is a long term bet on the second phase of AI, I'd rather have my power ETF completely out of semis/memory. I'd rather hit that with SMH so you can rotate out once these centers need more power than they do chips/memory.
Maybe all the "it's just a rotation, relax guys" narrative was just cover for a real dump and to prevent retail from selling and having hope that things will just turn around and things will go back to normal with semis and AI stuff pumping instead of retarded shit like healthcare. Or just full port $SMH puts on Monday market open.
Would you rather hold SMH or QQQ over the next few months?
But I agree with you on SMH and that's less risky
ya the crowding is the most dangerous part along with the leverage i see a lot of Koreans taking out their pension / life insurance to all in the KOSPI and the recent bloomberg article on Taiwan. Definately concerning but i still have a hard time seeing SMH (up 60% YTD) not being the leader at least this year. All other industries are kind of banking on AI to increase productivity or break through like Health Care, Biotech, Power, Industrials, Fintech even consumer companies like WMT trying to get in on AI.
More Puts, only puts, all puts Puts on SOXX, SMH, NVDA, CRWV
It's inflation adjusted so it would be whatever is the same value as $3.3m today in 40 years e.g. $15m possibly. If you do want a bit more risk then perhaps invest in ETFs like SMH. Single stocks can be ok but I wouldn't invest in them exclusively.
You forgot he needs money to do all this nonsense. SMH 🤦🏾♂️. It blows my mind why people believe others just because they have money. I am not trying to be out of touch here. I am not broke or rich but thank God my family has always been good due to our work ethic and smarts. This is different this man child clearly has a speech impediment and says stuff out of his ass that might not be possible do physics and lack of proof and he gets away with it. They call him smart I can guarantee my father is 1000 times smarter than Elon. Money doesn’t make you smart. It just makes idiots cower and cater to you.
Just don't get how Bols can't see the crash coming. Just a few examples: The most unsuccessful person at running at profitable business in history is in charge of trying fix what he broke. And has *Pepe No Balls.img* 🐝 🐝 can't stop blasting. 🥭 can't control 🐝🐝, so Strait will remain closed. Weekly Lower Highs popping up all over, most prominent in SMH, with no alternative rotation that can = similar results. And on top of all that, when Bols are reaching up and crying out for Rate Cuts in July, September, and October FOMCs, one of the Kevin's will look down and whisper "No." Bols R Fuk is not a Meme. It's 100% what happens at the end of every Stonk Market Rally in History. This time is no different, but will probably be one of the more spectacular finales. And if you need final proof, just look at the Salty responses below 👇. Strait is the body of water of the moment, but Bols are swimming in Denial. SPY 600P Expiring 11/30/2026 🍿 🐻🎆🎇🎆
First thing at the opening bell tomorrow: we need to see if QQQ and SMH can stop the bleeding and start outperforming SPY again. If they keep lagging behind small-caps and defensives, it means the AI hardware cooldown isn’t over yet.
Businesses like amd, intc, nbis, etc are absurdly inflated compared to nvda and avgo. Forward PE for all of SMH is 55. For NVIDIA it’s 19 and AVGO it’s 23. Nvidia has chopped for months while the overall sector has exploded. In a crisis of faith it rotation out of the sector, nvidia and avgo will drop 10% while others drop 50+. And they have way more upside.
Here's another more clearer example than SPY. If you draw a line from March 31st on SMH to last Friday, you can see the SMH clearly breaking the trend and now resisting it. This is going to have ill effects on SPY even with rotations beacau se of the concentration in tech, and SMH within tech. This small fraction of the economy has been used to try and rally the whole economy, so any rotation out of SMH will almost 100% have to be a downturn because the rest of the economy has been going into recession for awhile.
> Really? A link to a blog post by a company selling AI optimisation? It doesn't even include a source to the claim that "Apple confirmed" a decline in Google search volume within the iOS ecosystem. The FAQ only mentioned share of overall search going to Google search specifically has declined below 90% of market share when including AI (again unsourced), not search as a vertical.eanwhile you can see Alphabets own investor presentations showing that search has continued to grow 19% YoY (source). Yes, according to your source search and, ad revenues are 70% of their total revenue. They keep increasing ad rates so obviously their revenues should follow. I think I might have said that it was the majority of their revenue, right? > People still are going to their primary method of search, which is Google with 90.39% of the global search market (source). I don't disagree with this, I think it underlines the prior point. > "WhErE iS iT sHoWiNg In ReVeNuE". Perhaps look at the investor packages that are public, FFS. This is a investment sub SMH. Their 10-K is in the public domain. Google Search and related services (ads) are down from 57% of revenues in 2021 Q1 to 55%, YouTube ads are down from 11% to 9%. Cloud is up from 7% to 16%. The segments that you claim are decimated are still growing 19% YoY and declining as a share of overall company revenue (source), which says a lot about that narrative. Again, the majority of that revenue coming from search and ad delivery. Cloud being up is great but it's still only 16% of their business and 14% of total market share. > Google in hardware is Radio Shack and they don't really sell? Let's focus on the consumer hardware verticals. In the smartphone space Google Pixel has been growing 25% YoY (source) and had already been the 4th largest phone brand in the US market Q2 of last year with over 800k models shipped per quarter (source). In the smart watch segment they own 15% of the global market share (source) and 19% of the global smart home sector (source). Oh man, you really got me now that Google Pixel has 3% market share in the US. Woot! They're #4!! So 3 out of 100 people have a Google Pixel. Fucking impressive. Sure it's growth. I'll give ya that with a side of perspective. Oh, smart watch sales are really going to be where Google cuts its teeth too and isnt just making a me too product to get more data from users. > Microsoft does not collect money from Google for Android. This is a misnomer of the so called "Android tax". Microsoft did not sue Google for the so called "patent violations" on the open source technology that forms the base of Android OS, those royalties were paid by specific manufacturers using said technology directly to Microsoft. That is also a point of the past since Microsoft has a license deal with OIN now, putting an end to that 2B in negotiated payments that came from agreements which were a means for manufacturers to avoid costlier lawsuits during Microsoft's FOSS phase (source). Google is estimated to have made 20× that from Android, not even getting into the play store revenue. Technically this is correct. The manufacturers that put Android on the phones have to pay instead. Microsoft is still technically making more money per install of Android than Google is. Play store revenue is anemic based on the size of their market share. Again my point was Google has this enormous market share advantage in mobile OS's but cant seem to monetize their services at a fraction of the rate Apple has. That's been a long term problem. > Android OS does not drive revenues? I guess that includes the search and ads integrated into Android too right? LMAO. Add on play store integrated adverts and app based adverts and it ties back into that search and ad revenue. Now you're starting to get it in a strange way. Android is really best serving Google in delivering ad and search revenue. You can run these AI clients on Android too and as more users onboard the more Googles ad and search business can be under threat. 70% of their revenue is derived from ad and search businesses. They cannot afford to lose this AI race and still be the same company. I say this as a 20 year shareholder that can see they are not in front of this race and they are paying a $20B fee every year to bide themselves some time before 70% of their business comes under threat.
Really? A link to a blog post by a company selling AI optimisation? It doesn't even include a source to the claim that "Apple confirmed" a decline in Google search volume within the iOS ecosystem. The FAQ only mentioned share of overall search going to Google search specifically has declined below 90% of market share when including AI (again unsourced), not search as a vertical.eanwhile you can see Alphabets own investor presentations showing that search has continued to grow 19% YoY ([source](https://www.tradingview.com/news/zacks:26ba6a9c2094b:0-alphabet-benefits-from-rising-advertising-revenues-more-upside-ahead/)). People still are going to their primary method of search, which is Google with 90.39% of the global search market ([source](https://gs.statcounter.com/search-engine-market-share)). "WhErE iS iT sHoWiNg In ReVeNuE". Perhaps look at the investor packages that are public, FFS. This is a investment sub SMH. Their 10-K is in the public domain. Google Search and related services (ads) are down from 57% of revenues in 2021 Q1 to 55%, YouTube ads are down from 11% to 9%. Cloud is up from 7% to 16%. The segments that you claim are decimated are still growing 19% YoY and declining as a share of overall company revenue ([source](https://stockanalysis.com/stocks/goog/metrics/revenue-by-segment/?utm_source=chatgpt.com)), which says a lot about that narrative. Google in hardware is Radio Shack and they don't really sell? Let's focus on the consumer hardware verticals. In the smartphone space Google Pixel has been growing 25% YoY ([source](https://counterpointresearch.com/en/insights/global-smartphone-shipments-grew-2-percent-YoY-in-2025)) and had already been the 4th largest phone brand in the US market Q2 of last year with over 800k models shipped per quarter ([source](https://9to5google.com/2025/07/28/google-pixel-us-market-share-q2-2025/?utm_source=chatgpt.com)). In the smart watch segment they own 15% of the global market share ([source](https://dataintelo.com/report/global-wearable-communicator-market?utm_source=chatgpt.com)) and 19% of the global smart home sector ([source](https://researchintelo.com/report/ai-native-smart-home-ecosystem-market?utm_source=chatgpt.com)). Microsoft does not collect money from Google for Android. This is a misnomer of the so called "Android tax". Microsoft did not sue Google for the so called "patent violations" on the open source technology that forms the base of Android OS, those royalties were paid by specific manufacturers using said technology directly to Microsoft. That is also a point of the past since Microsoft has a license deal with OIN now, putting an end to that 2B in negotiated payments that came from agreements which were a means for manufacturers to avoid costlier lawsuits during Microsoft's FOSS phase ([source](https://finance.yahoo.com/news/microsoft-may-relinquishing-billions-android-patent-royalties-141047213.html)). Google is estimated to have made 20× that from Android, not even getting into the play store revenue. Android OS does not drive revenues? I guess that includes the search and ads integrated into Android too right? LMAO. Add on play store integrated adverts and app based adverts and it ties back into that search and ad revenue. If you are going to make this argument then make it simple. Give me a source to showcase that search and search ad revenue is declining, not just as a market share but also outright. Not as a share of their revenue either, just an overall decline. Refute the double digits growth that the quarterly reports and investor presentations have consistently shown for the past 5 years while this same AI narrative was running.
Depends on your time-horizon and appetite for risk. How would you feel if SMH (just for instance) declines 40% between now and 2028? And how will you feel watching them continue to rip if you own nothing in this sector? Depending on your own answers, you may want to open a small / quarter position and then add to it opportunistically
The ultimate all weather port is 50% SMH 50% GLD
I been building AMZN data centers since before it was AWS, so I been buying AMZN forever. Got some googl and NVDA mixed in but mostly tech. VGT/QQQM/VTI in that order. I write CSPs on down weeks on big tech names like AVGO/META/SMH and have done ok
That’s why I picked SMH over SOXX. I liked the ticker better, lol
Yeah, my theory is that since these companies are spending so much, institutions are selling mega caps themselves, causing them to dip, to pump up the targets of their spending. Then once they are happy with the gains of SMH or DRAM, they sell off to top off the discounted mega caps. It's really dumb. I hold XLK and its obvious when it stays almost flat, the megacaps drop 10+%, and the SMH moonshot 200%. Broad index fund holders are being used as liquidity.
I'm more than fine with the amount my SMH has of it.
🌽 can go to $79k but MSTR will keep making new lows SMH
It’s a gift …… load up on VOO/SMH and Bitcoin
Did you just say SMH, well SMH might drop today as kopsi -8%
I played the SQQQ game a while back and lost a bunch of money. Being long instead of short always wins over a longer timeframe. DRAM (memory stocks) and SMH (semiconductors) are the hotness, so just buying a little each week has a higher chance of paying off. Then for hedges, XLU is utilities, boring boomer stuff but it often has green days when the market is red. There's also XLP and XLE. Another good hedge is non-US ETFs like VEA, which is a big basket of European and Asian stocks Just something to think about
I just want get SK Hynix at 50% off SMH
Better off buying dips in DRAM + SMH and also buying hedges
SMH, give me percentages not raw numbers
VOO/QQQM/SMH/AVUV/VEA mostly.
Are u fucking kidding me, Wendy? SMH … Get Massimiliano on the phone, tell him I need another week for my Temerario deposit
I feel like we are being used as liquidity. I'm down the rabbit hole on the theory that institutions sell off mega caps for liquidity then pump sectors like SMH. SP500 stays quite while they take massive profits. Then they take their 100% gains and buy back their mega caps cheaper than what they sold it.
New port idea: 25% XMAG 25% DRAM 25% SMH 25% IWM
How is MSTR hitting new low today doesn’t make sense SMH
Should’ve known ts would drop SMH
Yep, I spent a lot of time chasing the best semi conductor stock, after NVDA went sideways for so long...hard to not make money doing that these days, but realized I could do just as well sitting on SMH or SOXX, with less aggravation...bought a bunch of both and it's worked out well.
Fucking fish head Koreans spent all their money betting on their shitty team now they have to sell their stocks SMH
Memory/semiconductors might return back to ATH after MU earnings, but this kind of continued volatility (eg: +15% DRAM) is not sustainable long-term, and too risky for a lot of big money institutional investors. Recent volume in SMH/DRAM shows high volume selling (yesterday was highest sell volume ever for DRAM), which isn't bullish.
I only own what I have through SMH and also feel left out, lol
MU likely to tank on earnings so maybe I get in at a cheaper price on my SMH fund
Bulls are getting executed left and right and the survivors are still going "calls lol" SMH
What about 70% VTI / 20% VSUX / 10% SMH ….. that was my original plan before going complicated lol
My thoughts are: 1. This is too complicated for such a small account. And maybe for anyone. Personally I would just pare this down to a three fund portfolio: a total market, an international, and then anything you want to specifically target. 2. There is a decent size amount of overlap with 5 equity index funds: One total market, 4 that basically are segmented as size. Your end effect is basically just a general 80% US market portfolio with some weighting towards large cap (but both growth and value) and semi-conductor. I haven't loaded your portfolio into a tool to check but I'll bet you have some company that you have more weight in that you expect because of fund overlap. 3. I'm not sure 4% in SMH does much for you. Every major company is present in both VTI and either SCHG or VTV. Does this small allocation in a recently popular industry really represent something meaningful for you. 4. I assume your brokerage allows partial shares and has no transaction fees. If not, you may want to consider the equivalent mutual fund instead.
IWM up 1.5% today how's dram and SMH?
SMH & SOXX have been doing well for me over the last 6 months. Both dipped hard yesterday, great time for me to get some more.
Yeah, I just prefer FLKR combined with SMH. FLKR isn’t thematic, but it gets me exposure to the theme with a low E/R and more diversification. Part of why I went that way is that I was excessively concentrated in US companies and was looking for excuses to buy foreign market ETFs.
I'd be careful with the idea of "cash out now and buy back on the dip." The problem is that almost everyone can identify a dip after it happens. Very few can consistently predict when it will happen. You already laid out the bull case yourself: * You're up 150%+. * You're investing in sectors you understand. * It's inside a Roth IRA, so taxes aren't forcing your hand. * You believe AI, semis, and tech have long-term tailwinds. To me, the bigger risk isn't a 20-30% pullback. It's selling and then watching SMH/SOXX run another 50% while waiting for a dip that never comes. What I would consider is trimming, not exiting. For example, if semis have become 50-60%+ of your portfolio, selling a portion and reallocating elsewhere is a diversification decision, not a market-timing decision. The question I'd ask myself is: "If SMH dropped 30% tomorrow, would I be excited to buy more or would I panic?" If the answer is "buy more," then you probably don't have a thesis problem...you have a volatility problem. Personally, I'd let the winners ride and gradually rebalance if they're becoming too large a percentage of the portfolio. Market timing feels easy after a 150% gain, but it's usually much harder than it looks.
I agree, I bought calls at $6.50 now they ain’t gone fill. SMH.
The more I think about it, the more I am doubting the picks. Your right, 2000% growth in 3 months isn't sustainable. I will just be exit liquidity. What do you think about: $250 in QLD and $250 in SMH?
I am so tempted to buy some, I own SMH not stocks. But I am extremelly bad at timing the market so I will stay put. But I think they will crush it again with ridiculous numbers and the stock will jump again. How long do you think memory stocks will continue going up? I know nobody knows, but I for instance believe SMH will continue trending up for the next decade with 20-30%corrections here and there
Invest in something you can forget about. The current AI buildout is tricky to get right without focusing on. Get VTI or if you really want semis, SMH. But get out of the leveraged one soon. That's not a forget about kind of trade.
Big red day after a very nice previous week. Today’s a nice opportunity to enter … I think … unless we see even more red within the next few days. Regardless idk if I should be adding more into my SMH and DRAM holdings or actually use this chance to get into some other stocks. MU, NBIS, ALAB all three I’m eyeing right now just not sure. What’s everyone else feeling about today ?
Load up…… I just picked up shitload of SMH and FBTC…
Assuming those holdings are in a taxable account, selling LAC and QCLN at a loss gives you a tax offset. If your VTI and SPYG gains are under that $100 offset, you can sell them and clean the slate tax free.\\n\\nIf the gains are larger, you don't have to sell. Just turn off dividend reinvestment for those funds and point new cash to VOO and QQQM. The old shares can sit there without triggering a tax bill.\\n\\nKeeping VOO and QQQM simplifies things, but you're still layering the same beta. Apple and Nvidia make up about 13% of VOO and 16% of QQQM. Adding SMH and individual NVDA shares on top concentrates your money in the same few companies.
More specifically, in semis [https://imgur.com/yu2KNAg](https://imgur.com/yu2KNAg) But what do you expect with all this shilling for SMH and DRAM. What this comment get downvoted within 0.5 seconds by the way.
The algos were chasing the negative correlation between MAGS and SMH.... big banks got worried. Crush semi's overnight, reverse the correlation, patch the algos.
Or DRAM/SMH/SOXL if he wanted something riskier, at least those actually have decent price to sales.
I subscribe go crazy while young, especially in retirement accounts where selling is not taxed. By crazy, I mean heavy in sector ETFs that are seeing big growth like semiconductors (SOXX, SMH) and tech (VGT). As you get older, let these run and add more to safer ETFs like VOO/VT, then bonds closer to retirement.
SMH drill baby drill?
Kicking myself for not loading the SMH monthly puts I wanted yesterday morning 😒
my SMH puts finally gonna go back to break even
https://preview.redd.it/bl9tcnjray8h1.jpeg?width=1320&format=pjpg&auto=webp&s=2c043a713a968651ebd0fb6a3b5776322fdea47c Why did I sell 95 contract already. SMH. Unreal.
Just go all in on SMH and SPMO maybe a little DRAM. Don't try so hard. Let it compound.
Brought 6K today in SMCI calls that expire July 10th while it was at 35.20$ because I had only brought 2K worth in calls last week.... SMH. this iran deal put the scare in me in that 4 day weekend. Does anyone else profit taking or capitulation? the price action seemed strong at EOD
My plan has always been to buy 0DTE options for one day then never touch it again until lockup. It’s too volatile for my liking. In all honesty though, if it wasn’t for my DRAM/SMH gains, I would’ve probably FOMO’d into it
$MU 197% above of 200 day $SNDK $STX $WDC $SMH got Archegos like move by few bankers to scam all $SPY $QQQ see Nasdaq rebalancing next https://preview.redd.it/bd3oxsvudw8h1.png?width=1782&format=png&auto=webp&s=7fbdd0898f412b7dc194b8cdabb7b7953267048e
All I’ve done the past 4 months is buy and roll up SMH, MU, and SNDK shares and calls. It was that easy. Up 300% lmao.
Something that’s worked for me is going with S&P 500 and got higher risk ETF’s. I’m in on SPMO SMH & DRAM. Done me well so far but they are volatile. But I’ve been comfortable with that set up.
Its dumping and im still losing money on SPY puts. SMH . FML. $ROPE please
There's some evidence that enterprises would rather cut software budgets than slow down token spending As for ETFs vs individual stocks, I've been [advocating $SMH ever since](https://www.reddit.com/r/stocks/s/gJBXuYoy2s)
Which AI companies go bankrupt for big spending? Which Trillion dollar companies need bailouts, impact to economy? Still lot of unknowns for $QQQ $SPY $SMH $GOOG $MSFT $META $MU $AVGO etc https://preview.redd.it/708jo4fd9v8h1.png?width=654&format=png&auto=webp&s=29ae91c41068b48f2212df966cdfad5fad3de251 Always 1987, 2000, 2008, analyst says this time is different. Human greed is always same .
Have you set up a Roth IRA yet? With earned income from a job, you can open a Roth and contribute up to $7,500 this year. The earnings in a Roth grow tax free, and once you’re 59.5, you can withdraw any gains 100% tax free. That’s why there are contribution limits each year, because it’s a very powerful wealth building account, especially at your age. I’d be investing into some S&P 500 funds (VOO is a solid low cost option), and if you want to get in on AI/Semiconductors, SMH is also a great choice. Just make any sector-specific funds a small portion of your portfolio. I \*WISH\* I had the kind of financial resources and knowledge at your age - I’d likely be a multimillionaire by now.
Buy winners and profitable industries. For example SMH, DRAM, Energy, defence etfs. All are better then buying losers from the SNP
That's the beauty of the bubble. SMH will go up 100% as the S&P moves up 10%. Then when the SMH gives back 50%, the S&P will go down 20%. You only win in this super concentrated market if you are in the concentration, which is why no one wants to buy anything else.
Split with both SMH/DRAM if you’re doing options, SMH gets you GPUs and CPUs Tilt toward DRAM…more of a shortage
I'm going to hold on to Microsoft if/when it reaches $450/share then sell it. I'll put that money in SPMO or SMH
Was up 7k but ended up only +2k because i was holding out for the SMH waterfall to 600 because a bear can dream 😤
😂 they are trying to pump it again. 😂 SMH stonks only go up. Markets closed Friday so tomorrow we either Shrek or get a Satan cock
well he F'd it up glad I went in with SPY SMH and QQQ puts
way too much bull talk so went with QQQ SMH and SPY puts very solid and TY Warsh
I hold both, and when SMH dropped 10%, SPY was down like 2%, this is what de-risk means.
Voo shouldn't crash as hard as SMH when the bubble deflates. It's all about beta...
Tech is up, S&P500 is down. Why are people still investing in this boomer bullshit? SMH gonna be worth more then VOO by the end of the year and these dipshits will tell you, "VOO and chill" like if the market crashed VOO wouldn't take a hit too. At least when the market crashes SMH, or SOXX, or SOXQ or whatever tech ETF you invested is will given you massive returns. SPY, VOO and IVV are gonna give you tiny baby dick returns and fuck you in the ass just as hard when the market crashes.
I’m holding for now, for lack of anything else to invest in. Stopped day trading SOXL and SMH before that last big drop…
All that really matters is SMH and SOXX still up 3%. Long as semi’s and memory stay ripping the rest of the market could go to zero