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ASML,TSMC ER and chip stock fall

REDDIT / Beneficial-Chair-333 / Jul 20, 2026

Despite more than expected results from the TSMC and ASML and TSMC increased their own capex, still overall Chip and memory stocks are falling since last few days. I see capex increase by TSMC more as geopolitical decision than the …

SELL

Is Oracle still worth holding--a bagholder's opinion

REDDIT / pepper-melon / Jul 20, 2026

I was the bagholder who previously posted about betting heavy on Oracle (ORCL) at $300. At that post, someone asked me how I view Oracle now. At the time, I said they’d likely run into trouble next year, but still …

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