Reddit Posts
NVDA vs SOXX, SOXQ, SMH for Long Term (21yo Portfolio Advice)
Let AI agents deploy options bots on paper desks. Worst one: long puts on TSLA/AMD/META/NFLX, 53 tra
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?
Mentions
I prefer SMH over SOXX because there is more weighting towards NVDA and TSM. SOXX carries too much weight in AMD and MU for my liking. Not anything against those companies, but AMD has very high price premium and they haven't quite found that NVDA like anchor in the AI space just yet. MU still carries that cyclical worry. But NVDA and TSM are more or less the bedrock of semi space AI buildout. I don't really see any issue with holding some weight of all of QQQM, NVDA and either SOXX or SMH. I'd probably suggest you add VOO in there as well. Disclosure: Own QQQM, NVDA, SMH, VOO
At 21, I’d focus less on picking the “winner” and more on concentration risk. 😂 NVDA is one company; SMH/SOXX/SOXQ spread that risk across \~30 semiconductor names, though NVDA is still a major holding in the ETFs. A 58% single-stock position is the bigger thing I’d think about.
I chose SMH and I'm doing the same thing as you, $100 on it every month, rest goes to broad market and commodity producers
SOXQ has the lowest ER of the 3 you mentioned and has been outperforming SMH in the last year or so. Who knows if it will still continue. SOXQ is also not so top heavy with Nvidia like SMH. Chances are if you have VOO or growth ETFs you have chunk of NVDA.
SMH is more top-heavy than SOXX. By allowing its winning positions to run larger before rebalancing, it has consistently outperformed SOXX over the past five years. SOXX has outperformed SMH this year, because all the smaller companies have made more gains than the large ones (NVDA,TSM, AVGO). I think over long term SMH will continue to outperform SOXX.
I’m also considering just holding onto my NVDA position and starting a new position in a semi ETF (like SOXX, SOXQ or SMH) with $100, then DCA'ing $100/month into it going forward. My thesis is that chip stocks still have a ton of room for long-term growth, and buying into a semi ETF right now lets me capture that sector momentum without adding more single-stock risk, But cant decide which ETF to choose.
Nvidia is very cheap compared to other semiconductor companies, so I wouldn't make that move at least now. I actually sold SMH and NVDA was one of the positions I added.
Highly unlikely. Esp after that pump, after that dip, after that rate hike. SMH 🤦♂️
everyone complaining about today makes me realize yall dont hold nearly as much SMH as I do cause I'm happy as a pig doing whatever makes pigs happy
My portfolio still doesn't have enough semiconductor stocks. SMH +2.21%, but both my main portfolios were red today.
The day i went fully in Wendys the day after they declare bankruptcy. SMH.
Why'd you write SMH then? It's fucked to look at someone's plea for help and comment on the graphic design of it.
This AI generated flyer looks like a Whatnot show! SMH this is our future online.
Opex day, $6.2 Trillion to watch $SPY $QQQ $SMH all hanging high, can get big red day https://preview.redd.it/kqlva5rz88qh1.png?width=801&format=png&auto=webp&s=4bce903eb8ee43caf7f069f1dfc2719eafa5bdf7
Rate hike cycle & timing of recession always correlated. Now all AI spending cooling, all AI IPO delay with over hype theme without ROI. Rest of economy in recession when only hype semi & Neo clouds hang with vibes. Higher rate impact all including AI $SPY $QQQ $XLK $XLF $SMH going big Opex , 6 Trillion transactions pump volatility
$DELL. Give donation to Trump Kids account Got few Billion contracts from DC Hedge fund buddies pump DELL DELL, looking to add debt load . Is it circular finance? $HPE $PANW $OKTA downgraded AI cooling soon cool, semi & servers $SPY $QQQ $SMH higher rate pain 1 by 1
it is staggering how butt-hurt people can be on this sub sometimes, instead of just being genuinely happy for people who make a decent bag. SMH, I honestly do not get the jealousy, wtf is wrong with some of you...
0DE Gambling :SMH
Fed hike 0.25 after a long time Looking housing sentiment, when all sectors of economy cooling &only AI-hype push index high, how the economy will react? 10Yr at \~5%, after 19 years If AI delay, many IPO delay, many banks struggle next $QQQ $SPY $SMH $XLK $XLF $NVDA $MU just pump dump Algo, when AI story cooling
Interesting take. I have been burned a few times by buying a localized top as well, which is basically what you are describing. then being stuck in downward momentum particularly on SMH semiconductor etf with kinda bad timing. agree, my biggest takeaways from investing are similar in nature. be very, very cognizant of entry price is another way to put a sort of same concept, check 5, 20, 50 EMA plots, etc. see where the momentum is and pragmatically assess if it makes sense to open the position. another thing I have loved is starting positions small, and developing into them. lot of success with this method. really only backfires in some gap-up situation (which is rare anyway) and ties into your longevity/checking method. for example if I wanted to invest $10k in something, probably would start with even something as low as $500, and play it out over time, see if it's working how you think
Tech (XLK) & Semis (SMH) for the long term. If you think ai is a dud, you obviously haven’t tried ChatGPT 6 Pro. It’s AGI for just $20/mo.
In TEM but i think SMH is coming back
SMH flipped green, can QQQ follow?!?
Why am I always attracted to failing businesses? AVGO, LULU, NFLX. SMH.
In this environment, I have zero confidence on the longer future. What are the odds of five years in a row double digit growth? I mean, if investing is really like this, yeah all in VOO and chill. I take profit, rinse and repeat. Make sure I am full cash before every defining moment, instead of betting another NVDA opportunity, I missed the first one, I don’t think I am that visionary and likely will miss again and again on those life changing opportunities. So, I rather stay patient and believe in compounding. With all that being said, I am 22.3% YTD. 184% three years in. Again, if you started this year with any of the SMH holding, you are light years ahead of me.
SMH +10% tomorrow, bookmark this
Not all ETFs are low growth. See SMH, XLK, etc.
My calls got stop losses all day today. SMH
No wonder SMH dropped more the last hour LOL
You'll get terrible advice here - stick with QQQ. If you want more risk/reward then a bit of XLK, SMH. Add a few individual stocks like GOOGL, AVGO, CRDO.
it is actually good time to BTFD on semi. SMH call it is .
Was this chat brought by AI? This is great. Look at all emojis. I better put more money on SMH
Because its a SMH led sell off not SPY. You donkey.
Semis blood red. SMH down 3%. Might hit 5% or more tomorrow. Maybe down 10% by end of week. September remembers...
I’m the same with NVDA and SMH, and I actually like that setup because it puts me more overweight on Nvidia, while still giving me exposure to the smaller companies I would not pick on my own
I come here for sound financial advice and this is what I get. SMH
You're more in tech than it looks. The top of SMH (Nvidia, TSMC, Broadcom) is also the top of the S&P, and crypto trades like tech. That's about half the taxable account on one bet. Fine if it's on purpose, just don't call it diversified. VXUS already has \~25% emerging markets, so VWO on top is double counting. Drop it or know why you have it. Roth changes make sense, keep QQQM small since you already own those names 3 times over.
\[23 years old living in the US making 90k a year\] I was wondering if this would be the best way to split up my investments, I just plan on DCA a leveraged portfolio towards tech/growth but still want to keep things diverse. I have maxed out my Roth IRA for this year so the Roth portion is currently scheduled to start next year in January. Taxable spread: $552 every paycheck (biweekly) Sp500 - 35% SMH - 21% VXUS - 20% VWO - 10% BTC - 7% ETH - 7% Roth ira: (Currently this is at QQQM 57% FSKAX 30% FTIHX 12% but I felt like rebalancing due to taxable also being tech heavy) FSKAX - 40% AVUV - 25% FTIHX - 20% QQQM - 15% Please feel free to share any opinions and ask any questions!
When was the last time you took her dancing? wtf bunch of lame husbands/boyfriends up in here. SMH.
Cover yourself in oil and slide like a seal SMH
lmao $NVDA can't even match $QQQ or $SMH on this pump
Funny thing about the bond tape right now: while everyone is arguing about how to save treasuries, somebody already put the biggest bond bet on the board - and it went the opposite way from the panic. Yesterday's single largest new options position in bonds was TLT **calls**. 106,885 contracts, roughly $900M notional, opened in the session right before a hot core CPI print. TLT calls pay if long bonds go up, i.e. yields come down. So that is real money betting on treasuries rallying, placed straight into the print that pushed hike odds higher. Either a contrarian duration view, or cheap convexity bolted onto a book that is already short duration. Both are real trades. For scale, the rest of what got opened the same session: * GLD puts - ~$2.97B * IWM puts - ~$2.44B * NVDA calls - ~$2.42B * META calls - ~$1.75B * SMH puts - ~$1.17B * TLT calls - ~$0.90B Gold, small caps, semis and high-yield credit all took puts in the same session that NVDA and META took calls. That is a book keeping its upside and paying up for protection. It is not a everybody-out panic, whatever the headlines say. One thing worth understanding about this data, because it is the part people miss: these are open-interest changes, not volume. Volume cannot tell you whether a trade opened a position or closed one. OI can - but it only settles after the close, so you are always looking one session back. It shows what got *put on*. It tells you nothing about who took the other side. I pull this off the tape every morning. It is consistently the most useful thing on the board and the least talked about.
29 portfolio value 21.5k - redistributed 2 yrs ago based on a lot of research and stepped back during grad school. Originally invested in picks on a 5-7yr timeframe, however, several took off unexpectedly since and the economic climate for different industries has switched up a lot. AAPL 28% (ETF) SMH 21% NET 17% AMZN 13% PLTR 7% DFTX 5% VKTX 4% NVO 3% SOFI 1% COST 1% Not the same positions in my Roth. Trying to go on the riskier side with a small allocation of funds while hedging with Mag 7s. Working to build up COST but would love input on the risk management aspect.
Worth adding what positioning looked like going *into* this print, because it did not line up with the hike narrative. Largest **new** options positions opened Thursday across the whole US market, by notional. These are open-interest changes - what was opened, not what merely traded: * GLD puts - 74,750 contracts, ~$2.97B * IWM puts - 84,976 contracts, ~$2.44B * NVDA calls - 111,407 contracts, ~$2.42B * META calls - 25,776 contracts, ~$1.75B * SMH puts - 23,204 contracts, ~$1.17B * TLT calls - 106,885 contracts, ~$0.90B Two observations: **TLT calls are the odd one out.** That is a long-bond position - it pays if yields fall. About $900M of it was opened the session before a core print that pushed hike odds higher. Either a contrarian duration view, or convexity bought against an existing short-duration book. **The equity side is hedged, not bearish.** Gold, small caps, semis and high-yield credit all took put flow in the same session that NVDA and META took call flow. That combination reads as tail protection on a book that is still long, rather than a move to risk-off. Data caveat: open interest only settles after the close, so this is one session behind by construction, and closing trades are excluded. It shows what was put on, not who was on the other side of it.
Everyone is pricing the hike. The single biggest new bond position on yesterday's tape went the other way. Largest **new** options positions opened Thursday, ranked by notional. This is open-interest change, not volume - what got *put on*, not what got traded: * GLD puts - 74,750 contracts, ~$2.97B * IWM puts - 84,976 contracts, ~$2.44B * NVDA calls - 111,407 contracts, ~$2.42B * META calls - 25,776 contracts, ~$1.75B * SMH puts - 23,204 contracts, ~$1.17B * TLT calls - 106,885 contracts, ~$0.90B TLT calls are a bet on long bonds going **up**, i.e. yields down. Roughly $900M of them opened in the session right before a hot core print. Either somebody is very wrong, or it is cheap convexity stapled to a book that is already short duration. Both of those are real trades. The rest of the board is a hedge cluster, not a tech-crash bet. Gold, small caps, semis and high yield all got puts in the same session while NVDA and META got calls. That is "keep the upside, buy the tail", not "sell everything". Caveats so nobody reads more into it than is there: OI settles after the close, so this is always one session behind. Closing trades are excluded. And it tells you nothing about who took the other side - a put buyer needs a put seller.
If you want to know how the biggest books are hedging this exact risk, you can just read the options tape. Open interest changes tell you what was *opened* - not merely what traded. From Thursday's close (last fully settled session), the largest **new** positions opened across the entire US market, by notional: * GLD puts - 74,750 contracts, ~$2.97B * IWM puts - 84,976 contracts, ~$2.44B * NVDA calls - 111,407 contracts, ~$2.42B * META calls - 25,776 contracts, ~$1.75B * **SMH puts - 23,204 contracts, ~$1.17B** * HYG puts - 91,760 contracts, ~$0.71B Three things that bear on your question: **1. SMH puts are the literal answer.** SMH is the semis ETF - the cleanest single-instrument expression of "AI/tech risk". About $1.2B of *fresh* downside protection went there in one session. Not QQQ, not SPY. If you want the same hedge shape as the size, that is the wrapper they used. **2. It is not a one-way bet.** The same tape opened ~$2.4B of NVDA calls. The big books are not net-short AI - they are holding the upside and paying for tail protection on the sector wrapper. That is a very different trade from "rotate out of tech", and it is usually the cheaper one. **3. The company it keeps matters.** IWM and HYG puts were opened alongside it. Small caps and high-yield credit are liquidity hedges, not semis views. So at least part of that SMH put flow is a macro hedge wearing a tech costume - worth knowing before you copy it as a pure AI-risk trade. Caveat so you can weigh it properly: OI settles only after the close, so this is always one session behind, and it shows what was *put on* rather than direction. Closing trades are excluded - these are new positions only. It tells you nothing about who is on the other side. No position in any of the above.
Thoughts on SMH stock at these levels?
I just bought $60k of VTI, SCHD and SMH 2 weeks ago should I sell them all?
Total North America Oil production \~32 million barrels per day (bpd). Total consumption \~ 25 million bpd All Hormuz global Oil price crash very badly soon. War is not going everyday. It’s tit for tat. On top now Venezuela production bump. $QQQ $NVDA $SMH $MU $TLT $XLE $SPY all impacted today, its opportunity https://preview.redd.it/asq1kgq5mqoh1.png?width=740&format=png&auto=webp&s=81572eb3dcd7575eafc9edd2d8ec70a512a8aa2b
That info is out of date by at least a year. Chips are the bigger shortage. Long SMH
$NKE gives dividends 4.5%, how much dividends $NVDA gave ? Nike Revenue much higher than $SNDK, $WDC, $STX and many semi in $SMH
NKE gives dividends 4.5% Nike Revenue much higher than SNDK, WDC, STX and many semi in $SMH
Weak attempt. lol. Dumb MAGAs will fall for this shit too. SMH
SMH, QQQM, IYF, IWM or individual stocks in those sectors, always DCA. Just my 2 cents. Not recommendations.
Your post is very true in that we are seeing oil chaos and strain like the 70’s, however, you have to keep in mind that we are more energy independent than ever before. Statistically speaking we are a net export country since 2019. We won’t see dry pumps, but, you can damn be sure we will see 5$-6$ a gallon or more here soon which will destroy the economy and raise prices even further. (Are we winning yet? SMH..) I’m curious how this will affect energy costs for EV’s….. will company’s start charging more immediately per KWh ?
Doesn't Lenovo already make something called a Duo?? Apple can't even be original with the naming SMH. Five years late and nothing new to add but sheep gotta sheep I guess. :rolf:
Great! I’ll tell my boss I won’t be driving to work anymore - just when you thought they couldn’t get any dumber… SMH
Got it. In that case I’d mentally group the DRAM basket and SMH together as one broader semiconductor and storage tilt rather than treating them as separate diversifiers..Samsung and Micron provide direct memory cycle exposure, while Seagate is primarily a storage drive company rather than a DRAM producer. They won’t behave identically, but the basket is still exposed to cyclical hardware demand, inventory, capacity and pricing risks. Some or all of those companies are also likely already present in the world fund..At 2.5% the DRAM basket alone won’t dominate the portfolio. The more useful limit is the full 10% satellite allocation, because Google, Amazon, SMH and the memory/storage basket collectively express the same general decision: overweight technology relative to the global market. If that is an intentional experimental sleeve, 90% world and 10% satellites is coherent. I’d simply rebalance it back to the chosen limit rather than continually adding after strong performance. If you don’t have a specific reason for the overweight, 100% world remains a perfectly complete alternative.
Why would Biden do this to the market? SMH my head
A 100% world fund is already a complete strategy. The 10% satellite portion is optional, not a diversification gap that needs to be filled..Google and Amazon are almost certainly already meaningful holdings in the world fund, and SMH plus the DRAM position add more semiconductor exposure. So your proposed portfolio isn’t “world plus four new diversifiers.” It’s the global market with an intentional overweight to mega cap technology and semiconductors. That can be perfectly reasonable if it’s what you actually want. I’d avoid choosing something merely because it sounds “high risk, high reward.” Concentrated risk can produce higher returns, but it can also produce worse returns without compensating you for the extra risk. A useful rule for the 10% would be that you can tolerate it underperforming the world fund for years without abandoning the core or increasing the allocation after a run up..Gold is also optional. It can behave differently from stocks in some environments, but it doesn’t produce earnings or cash flow and isn’t necessary for a 30 year growth portfolio. I’d only add it if you can identify the specific role you want it to serve, not simply because portfolios sometimes include gold. What is the exact world fund, and what ticker or product do you mean by DRAM? That would show the actual overlap before deciding whether the satellite positions are doing what you intend.
S&P 500 index funds will go up tomorrow and chips like SMH should go down slightly.
I just wish NVDA didn't make up a quarter of SMH's holdings.
Do you want the supply chain that feeds that too? If so SMH is a good choice for this, heavier on capex names than soxx.
Notice how $NVDA is being used as a semi funding short again. They get it up to near ATHs to tickle everyone's balls, then rotate profits out it fast to yeet into higher beta semi stocks that will return more. Also some measure of $SMH rebalancing where one component goes up, others go down and vice versa.
everyone, pay attention to SMH, if that starts to lose the low's... market is taking a deep dive today
ate DRAM for breakfast, then got my SMH on at the gym
Last 250 years, world is not intelligent enough, now need to spend $5 Trillion to be artificially intelligent? When national debt \~$40 Trillion & gas, groceries are so expensive, going midterm with AI vibe to hide all chaos like, Trade, Tariffs & War etc. $NVDA $MU $QQQ $SPY $SMH
I have $100k in SMH, which is very similar, currently at -2%. Im holding it at least until new year, but probably longer, i strongly believe it will go up.
You’re not a nutcase, and neither allocation looks likely to lose everything. They’re broadly diversified portfolios with several deliberate tilts, but they’re more complicated and overlapping than the number of funds makes them appear.FSKAX already owns the companies in QQQM and SMH, while VXUS already includes emerging markets. FISVX/AVUV add a small value tilt, and QQQM/SMH add a growth/technology tilt. That can be intentional, but those funds aren’t providing completely separate diversification or guaranteed additional return. I also wouldn’t describe the brokerage as extremely tech heavy overall. It’s roughly 74% U.S., 25% international and 1% currently unallocated. The concentrated funds are relatively small positions. The more important question is what that brokerage money may eventually be used for...Living with your parents increases how much you can invest today, but it doesn’t necessarily make all of the money long term. Before investing it, privately reserve whatever you may need for emergencies, moving out, transportation or another likely expense within roughly five years. A long horizon helps only when you can actually leave the money invested through a major decline. One tax detail: $625 monthly equals the $7,500 IRA limit for 2026, assuming you have at least that much earned compensation. Before adding regular contributions to the rollover IRA, check whether they will be deductible and whether you qualify for and prefer a Roth IRA. Keeping new contributions in a separate IRA can also preserve a cleaner distinction between old employer plan money and new contributions.Finally, I wouldn’t rebalance the taxable account frequently by selling. Use new contributions to adjust the weights when possible and do most necessary selling/rebalancing inside the IRA, where trades don’t create current capital gains taxes. The portfolio is workable. The real test is whether every tilt is something you understand and would continue holding after it underperforms the broad market for several years not merely whether you’re comfortable with volatility today.
Position in replies earns another comment for this silly chain because this is stock market not academia where I know my credentials and citations outweigh yours and likely everyone in this thread. Very long six digits in after discount buying $GOOG, $SMH, $HUMN and cash on hand for Anthropic/OpenAI depending on which millenium prize they solve before IPO.
**BanBet Lost** — /u/tenfthigher (4W - 2L, 67%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **SMH** ▼ | $546.54 → $500.00 | -8.5% | 2w | Lost |
The irony of naming mor places “America”, while being the most treasonous anti-American I history. Next he will try to incorporate Israel and Fox News will just eat it up. White supremacy has and always will be terrorist that are actively trying to dismantle our great nation! SMH
Hey guys I read this AI stuff could be big. Full porting SMH tomorrow.
Buying at the lows is crazy good as long as you have conviction. But I learned that is usually better to buy winners even if they are already up a lot, they tend to outperform. So I tend to buy at ATH companies or ETFs I believe they will do well. I did this with SMH back in January.
Instead trading multiple stocks, just choose one stock to lose money on. SMH.
I sold all Nvidia and put it into SMH. It has 20% nvidia anyways. Can also look into SOXX.
when is SMH gonna wake the fuck back up
Yes sounds smart to time the market and be bearish, unfortunately you will buy higher and panic in a couple a weeks when the SMH prints another 7% green candle. The only reason Ai is not blowing our minds fully yet is only because data centers constraints... in the future we will look back and think: why didn't I see the clear gap between demand and supply? why did I not buy more? the only reason semis and ai stocks are correcting now it's because fund managers are pricing in the september, end of midterms and all the news against data centers... guess what? all this will be old news by end of the year.
Stupid cnt still thinks the US should have balanced trade with every country? Even tiny countries that simply don’t export much of what the US needs? SMH
He’s so fucking dumb. Cutting off trade partners would just raise costs more for Americans. SMH.
That has been the case since 2010. As the saying goes its priced in. What actually has to happen come 2027 is that datacenters are actually built, actually powered and actually used. Money is actually lended with rising interest rates and CDS market does not blow up. When that happens you will see it in the SMH, thats when you want to jump back in.
Time to load AVGO, with AMD, MU, SNDK & SMH
Buncha chicom’s whining SMH
Saving cash and just buying options on SOXX and SMH. No need to get stuck holding bags. At least I know how much I will lose right at the outset.
Had the opportunity to sell SOXS at 55 yesterday morning and didn't take it SMH
It's almost futile trying to time which semi will pump. Maybe best to go 2x leveraged in SMH.
Just chill in SMH or SOXX. No point trying to find which semi will randomly pump.
Only SMH/SOXX has been miraculous. Most other tech etfs just underperform qqq. I suppose IGV, IWM and financials etf can sometimes be agood swing trade if you catch lows before the late cycle rotation.
Maybe just VGT and chill? Might not hit 3x in 5y, though. For reference, SMH hit just about 3x over 5y but I don't know that was seen as a sure bet 5y ago.
As soon as I sell a trade then it goes in my favor. SMH
Damn SMH inversing SPY again..
Compare market cap & revenue & net-income of $NKE & $SNOW $SNOW make AI hype, what is absolute dollars net income gapp-net income? $AVGO $HPE $CRDO $MDB $PANW gave recent earnings. All sing more AI than $NKE Absolute dollars & net income important than real hype in $IGV $SMH https://preview.redd.it/6y4mmv75d6nh1.png?width=814&format=png&auto=webp&s=8ac3884426ea2c1de26a8fccfeb8cc6ea0250558