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
SMH at the top of its long term channel with a reversing candle.
Not saying this is a good portfolio, but the 15 year drawdown I believe you're referring to is from 2000 (dot com boom) to 2017. Thing is, the entire stock market of the 2000s was ass and the S&P500 itself took from 2000 to 2012 to recover. If you look at the biggest holdings of VOO and SMH, they are not that different or disconnected at this point. Both have NVDA at #1 and AVGO in their top 10, but SMH has more semiconductor hardware companies whereas VOO has magnificent 7 companies, which are buying from SMH companies anyway.
SMH don't use fintel. IB or chart exchange for the live SI and Dailies respectively. Zoom out then look at shorting volumes over the last 2 weeks. Price action yesterday then today = forced to cover Tomorrow could be epic
SMH? I basically remade it buy trimmed some of the pos I don't like, like TXN.
Well I got roasted here yesterday SMH
IBRX took heavy flack yesterday SMH, feels good to be vindicated The squeeze is happening (albeit slow because of the big float)
You can't go wrong simply buying $SMH. Even if you know fuck all about the sector.
Gezz i thought i would be an old man when SMH hit 400 yet here we are already
What does every think about these etfs: ArkQ (automation/robotics) QTUM (quantum computing) SMH (semi conductors)
$SMH is the best ETF I have ever purchased
The question is this, is AI making money? The answer is, not yet. However, I think Google is best poised to sell subscription services that actually work. I am just piling into Google stock and SMH since someone has to make all those new Tensor flow chips.
SLV and SMH take me to the promised land
I have read QQQM CHAT SMH VOO and chill lately.
So why not just load up on SMH for the long haul? Or does it need to be a crazy options play to qualify?
Thats fair enough, I have my own way of trading and put my plays on here. You can ignore me if you like lol RIME had the set up but didn’t follow through. IBRX is still very much in play, but has a bigger float though so won’t go up in a straight line. In only takes 1 out of maybe 5 fails to get a result for the week i.e. BNAI I can’t be right 100% of the time SMH
On CNBC they said that Claude had some new thing that replicates some SAAS functionality. I haven't evaluated it. This is some new post Claude code thing, and Claude Code has the community really excited. Even some google developers sang its praises. They basically said that investors are questioning whether software deserves such a big presumed moat. Per seat licenses are trash when US companies are letting their workforce slowly shrink, asking each employee to do more with AI, and hope the hallucinations aren't as expensive as the lost employees. If AI models can increasingly write simple code-length-limited libraries from scratch if guided by an experienced developer, that could be bad for software at high multiples. BUT... I am actually starting to look at software names because their PE ratios are getting really low, to the point where the could increase dividends and justify the ROI of buybacks. There is a market for fixed-income stocks. I'm just not buying yet. Full disclosure, I have super long duration long puts/bear spreads on IGV. It had been anti-aliasing semis. At one point, it looked like the recent SMH runup was funded by IGV. We'll see if there are any enduring pairs-trade mechanics to the IGV SMH pair.
I don’t see how SMH its a big float so won’t be immediate
IBRX - I took a lot of downvotes and got called a baggie in my post on this sub lol SMH https://www.reddit.com/r/pennystocks/s/OFKjl6miZy
You are over exposing yourself by choosing VTI and VOO since they share similar holdings. Personally I'd keep VOO but either works, swap QQQ with SMH unless you want less volatility but since you're pretty young I would go with SMH. SCHD isnt bad but if you want more growth given your age again I would go with SCHG or add VXUS as well for international exposure.
Mods haven’t handed out a new flair in months now. All kinds of hilarious regulars in here now and not a single damn flair given. SMH
SMH plus TSM is a good plan. It just depends on what holdings of a semi ETF you want to put your TSM on top of. CHPS is very good option currently, with its top six holdings being Micron, SK hynix and the four biggest chip equipment stocks. \> And how to split? No answer is possible to that. It's up to you. If TSM is your main interest, then decide how much you want of it, and buy whichever ETF you want then as much TSM individually so that you end up with the percentage of TSM you want.
When I was younger I used to deal. Nothing crazy, just some calendars, put/call spreads, stuff like that. Nowadays, these kids out here getting high on their own supply. And it ain’t the soft shit either, they’re out here selling naked FDs. And for what? SMH, don’t do options kids.
OCG probably one of the worst investments you can possibly make, but I know for a fact that these X/twitter penny pumpers (you know who they are SMH) will get their followers on discord on to this before the reverse split on Jan 16
Oh yeah but worth throwing some fun money at it. So many reverse split/delisting tickers get pumped SMH
Why would you buy TSM and SMH, when TSM has a 10.5% weighting in SMH? Rather than buying SMH, I own a number of the semiconductor stocks, including TSM, NVDA, AMD, KLAC, AVGO
Timing the market is tough but semis have been beaten up lately so could be decent entry point. I'd probably go heavier on SMH since it's more diversified than the others, maybe 70/30 split with TSM but that's just me
No it doesn't take 10-15 years. SMH
This was inevitable and we all knew it was going to happen. Respected Presidents would consider American lives first, attempt to get them out before conducting operations as big as this. This dummy just went off and did it out of the blue. Now we have our own people stuck/fearing for their lives there. And guess what? He’s going to say it’s their fault for going to a country like Venezuela in the first place. SMH
he still does not understand how tariffs work SMH
Collective punishment. Great way to show the world you're not the bad guy. SMH.
SMH? Just drop the garbage on the bottom.
Consider going with SP500 for the other 30% since you’re going so heavy on semiconductors. I am doing something similar in my Roth and taxable BTW but huge majority of my net worth is in 401k invested in SP500 so like you I’m okay with the volatility. I couldn’t pick between quite a few similar ETFs so I split weights like this: QQQM/VGT (50%), SMH/SHMH (35%), NLR/URA (5%), BTC/ETH/XRP (10%)
Owned SMH for quite awhile, but sold it and just bought the underlying w/o NVDA (and others) it’ll pop at some point this year just doesn’t seem for a bit.
J pow did a soft landing all for Trump to come in and light the tarmac on fire. SMH
"People are feed up with the current shit and they are willing to pick anyone that offers any potential solutions." * Has critical thinking just stopped being taught in America? Like wtf kind of take is this? Seems incompetent. "I think that TACO should have just stayed away from tariffs and imperialism and all would be good. Deportation of illegals is 100% good and border security." * Tariffs = Inflationary. **The man has been trying to use the cover of productivity (and thus, disinflationary) gains from AI to push a nationalist, populist, and oftentimes racist agenda. If people don't see that, they are regarded**, and will only complain once they realize wtf is happening. (See who is part of Trump's inner circle. Oil ppl? Bank ppl? No. Tech/AI/Crypto people. ) * Border security? Definitely good and needed, but people should not act like you can't go outside and get drugs—or that fentanyl still isn't coming into our borders. Overindexing on this pro is causing a lot of Americans to be blind to just how much they're losing in savings and generational wealth. * "Transgender insanity" — These surgeries represented only ≈0.00375% of all surgeries affecting the U.S. population per annum during the "terrible" Biden Administration. Is everyone who voted for this an insecure snowflake, who sucks at math and research? (If so, makes sense why they'd be so concerned about China taking the edge... or, god forbid, H-1B recipients from India literally powering the stock market right now through the AI-trade and giving our country a fucking chance to compete.) SMH... we gotta start speaking up. This level of incompetence directly affects stock market returns.
I’m shorting MU tomorrow for sure maybe SMH
True. But I guess this is why people say to wheel stable things. SMH = best wheel
What are you talking about? Ukraine 🇺🇦 was using starlink to get intelligence reports during the war even. SMH 🤦♂️
It blows my mind how many on here have no clue and just throw money at shit. Just held someones hand who got stuck in a clinical bio stock, could not understand "why am I being punished for believing in a companies tech" and I am like look based on Fridays info you can sell 30 contracts of covered calls with an $7.5 strike expiring in May 26 bank $58/100 x 30 contracts = $1740 and if they get called away your cost basis is $6.40 you make $1.10/share x 3000 = $3300 for a total of $5040. If they don't get called away you can sell calls again (didn't care to get in to the whole possibility of buying them back, banking the difference and selling them again)! SMH, There is more than one way to get milk out of a goat lmfao!
🐻❄️ 🐻❄️ 🐻❄️ You realize how many 🐧🐧🐧at the NORTH pole? Usonians SMH
Not a single person mentioned SMH, which has all of ur stocks u want to hold. Semiconductor etf is what u need.
Your thinking makes sense. NVDA + SMH already covers a lot of the AI upside, especially on the compute side, so you’re not underexposed there. If you want to lean into the next layer, energy and infrastructure is probably the right place to look. Data centres need insane amounts of power, cooling, and grid upgrades. Companies tied to power generation, grid equipment, and electrical components feel like a quieter but real beneficiary. I’d be careful about adding too many individual names though. At this point you’re already concentrated, so anything new should be a small satellite rather than a core position. The risk with AI plays now isn’t missing it, it’s overloading into the same theme without realising it.
The US Can’t even help its own citizens. SMH.
The keep your head down and continually contribute approach is great. Might help to list symbols in addition to or instead of fund names and also use % instead of currency. Obviously you’re starting with 1000 here so it’s easy for even my feeble brain to do the math but if you read around here a lot you’ll see examples like: VOO 50%, SMH 25%, SGOV 15%, IBIT 10% as that’s concise and easy to give feedback on. I agree with the comment poking at your dividend focus. There’s probably a better alternative for your largest fraction from a long term growth perspective. I like SMH, it’s been good for me, but there’s risk since it’s so tightly tied to AI/AI CapEx. My last comment is a little contradictory, I like that there’s some risk/reward with your smaller chunks but I also think your main chunk could be larger for stability purposes. Not necessarily Three Fund Portfolio proportions but higher than 35%.
If you’re not someone that watches the graph daily & the stock market, that’s how i’d distribute 15k$ this year. Engine room : 40% allocation SMH : 25% / IYW : 15% Physical constraint : 30% allocation URA : 10% / GRID : 10% / NUKZ : 5% / DTCR : 5% Application : 20% allocation ARKQ : 20% Future option : 10% allocation QTUM: 10%
AOC Sponsored a bill for this already. SMH.
I’ve been buying leaps of SMH instead of trying to bet on an individual ticker. Bubble talk aside I personally don’t see the sector slowing down any time soon. Finally got out of my Nvidia positions.
Do some of your own DD. Investing is not jumping into a stock that you think is going to pop off the day after you buy it. SMH. Your buy high and sell low approach has been working great for you. You belong here. 🤡
For reference, SMH’s recent leg up from the bottom of the pullback on the 20th of November, month long setup to a breakout to the high of today with everything includes 20%. ONDS, a leading semi conductor stock pulled back and had a month long tightening consolidation range worth 80% starting in 7th of November into a breakout of a further 40%. If you play your stop losses and take profits risk averse, you’re getting far more bang for your buck.
Yeah I agree with you. Why would you buy an individual stock that trades on average 2-3% a day when SMH is much safer and also trades on average 2-3% a day. I was just continuing on from your comment, why trade an etf when there’s leaders in that sector trading at 10%+.
I think the question is if SOXX or SMH is worth buying when you can just buy ONDS or SNDK which give higher growth potential & tight range stop losses
Bought SMH LEAPS at the close….
SMH is up 2.8% and AMD can't even stay green. An absolute tragedy of a ticker.
Oil is old school gold money....wait till he finds out China has moved on to electric and solar capabilities....no match in the next world....USA is so far behind SMH sell it to Africans. I am sure they will buy it with our money. 😂
It really is. It's still above my cost basis but I really shouldn't have averaged up. It's too much pain and it ends up underperforming SMH or any of the other semis with 10x the pain.
Nothing wrong with VOO/VI it's slow, safe, growth over time. This is my strategy and I believe it will beat VOO/VTI over the next year, but I have higher risk exposure in SMH and SGOL. |SMH (Semiconductors)|15%| |:-|:-| |SCHD|20%| |GLD/SGOL|15%| |VYMI|10%| |SGOV|10%| |SCHG|30%|
As if they would actually detain their jail buddies. SMH
SMH man lose it all just like that is tough but lessons learned right?
They literally wait till the end of the day to dump this shit so all the zero DTE’s are expired SMH
No, my man. One can invest and still be put off by the show. I have positions in VUG, SMH, and SOXX, so nah, I didn't miss anything.
Still in but looks like they’re going nuclear on it SMH
How has my acc. not moved a dollar since yesterday? SMH Flat a market.
Feeling like 2022. Big tech showing signs of cracking, NFLX AAPL AVGO weak. SMH starting too.
SMH never going down. Load up.
SMH never going down… Buy Buy
If China does it's thing, SMH will skyrocket.
Stick to like 75 to 80% VOO, maybe venture into things like QQQ or SMH.
WOOHOO another day another flat market **SMH**
Why is SWKS down 11%???? SMH my head
Just won't break 692.5 again today, will it. Shake my SMH
SP500 - 30% (broad US) Smh - 30% (broad semiconductor AI ETF) Crwv - 4% (US data center renting) PLTR - 4% (US AI implementation) VRT - 4% (US data center cooling) Google - 4% (data center/nvidia customer + TPUs + search + AI implementation thru chatbot and etc) Amazon - 4% (data center/nvidia customer + robotics AI implementation) CEG- 6% (energy US) SLV - 10% (used for AI/industrial applications and safe haven asset for inflation) GLD - 4% (gold safe haven for inflation) You can split the percentages differently and what not, this is heavily AI focused but covers basically the entire industry except cyber security (Mabye look at crowdstrike or zscaler). This will net you about 20-45% per year for a few years not accounting for any dips but should recover. AI bubble is a bit overblown imo. I doubled the S&P 500 and then some this year with a similar portfolio but I added the S&P 500 and the SMH ETF since you were concerned about volatility. Don’t take my word for though you should educate yourself. Look up a YouTube channel called “ticker symbol you”and “clearvalue tax”. They both have great investing videos. Clear value tax, particularly his gold and silver videos. Ticker symbol you particularly his top 10 stocks and any individual stock videos you want to learn about.
SP500 - 30% (broad US) Smh - 30% (broad semiconductor AI ETF) Crwv - 4% (US data center renting) PLTR - 4% (US AI implementation) VRT - 4% (US data center cooling) Google - 4% (data center/nvidia customer + TPUs + search + AI implementation thru chatbot and etc) Amazon - 4% (data center/nvidia customer + robotics AI implementation) CEG- 6% (energy US) SLV - 10% (used for AI/industrial applications and safe haven asset for inflation) GLD - 4% (gold safe haven for inflation) You can split the percentages differently and what not, this is heavily AI focused but covers basically the entire industry except cyber security (Mabye look at crowdstrike or zscaler). This will net you about 20-45% per year for a few years not accounting for any dips but should recover. AI bubble is a bit overblown imo. I doubled the S&P 500 and then some this year with a similar portfolio but I added the S&P 500 and the SMH ETF since you were concerned about volatility. Don’t take my word for though you should educate yourself. Look up a YouTube channel called “ticker symbol you”and “clearvalue tax”. They both have great investing videos. Clear value tax, particularly his gold and silver videos. Ticker symbol you particularly his top 10 stocks and any individual stock videos you want to learn about.
Bro tell me about it I fucked up on my SMH calls too I forgot to set alarm today morning (fuck my sleep schedule) but kept limit order to sell at about 30%. I woke up to see i could have tripped my profits if I didn't do that -_-
I have a sneaking suspicion ELAB might start going the other way, could have been the next SMX with the small float and news but too many pumpers jumped in SMH 🤦♂️
Add some SMH / VGT Thank me later.
A little sprinkle of SMH and VGT
Let's gooo! GL to you at open. It has been dumping 1-2 hours after open for a few days now. My SMH weekly calls are looking decent too
Anything you feel about SMH? Asking for a friend 🥲
I have a large long-term position in SOXX because I believe semiconductors are the future and offer strong growth potential, especially with AI and robotics. I also hold a large position in ASML due to its monopoly. I prefer SOXX over SMH because it is less reliant on a single stock. The small historical return difference is largely driven by Nvidia, which I believe is significantly overvalued. If Nvidia had been flat, SOXX would have clearly outperformed. This is just my opinion do your own research. My portfolio is roughly 50% SOXX, 15% ASML, with the remainder in smaller positions and large-cap tech. Would love output. ☺️😁
There are many super regards in these parts. Like the 🤡 who just wrote a whole DD piece on why NVDA is going to $10 trillion market cap in 2026. Like, what are you smoking and where can I get some? SMH 😵💫
As long as SMH pumps tomorrow I'm okay with it
So buying SMH calls on the dip was indeed the play :)
Agreed, I love SMH as it provides broad exposure to the semiconductor ecosystem without relying on any single company. Virtually every major growth trend over the next 10 to 20 years depends on semiconductors. AI, cloud computing, robotics, automation, autonomous systems, and data centers all require exponentially more silicon.
Instead of investing in each - why not go with SMH? Imo the semiconductor segment has reached a maturity point. So growth is likely steadier than explosive potential (2019-2023). New tech semi like Poet, Qubt, Aeluma has higher growth potential. Semi related/speculative - nuclear related stocks the same.
That SMH dip is market giving you free money for weekly calls. I hope you utilized it
This structure carries significant hidden concentration. Holding VOO alongside QQQM and SMH creates a massive overlap in mega-cap tech. It’s a momentum-heavy profile reminiscent of the late-90s buildup. SCHD offers a necessary counterweight, but the 5% USMV slice is mere noise. Which means you’re paying for diversification you don’t actually have. So, simplify. Excessive fragmentation often masks underlying risk.
I'm SMH at this thread
What are your semis plays? Or is it SMH?
Gold is up I don’t know How many fuck tons and you have the audacity of posting this AI slop like you figured out fire and the wheel before everyone else SMH