Thoughts on my AMD and DRAM positions
I only have 33 shares of AMD, but I bought at $105 and it’s now $500. Psychologically it’d feel awful if I didn’t realize at least some of the 500% profit, but I don’t even have that many shares so …
I only have 33 shares of AMD, but I bought at $105 and it’s now $500. Psychologically it’d feel awful if I didn’t realize at least some of the 500% profit, but I don’t even have that many shares so …
The stock has dipped below it's 200D MA and the continued narrative coming out of the Trump admin is broken. Palantir's epic rise is precisely as a govt surveillance tool - not as some advanced AI operating system that would …
Sympathetic to anyone in this thread because I was here a year ago. Long-only investor, hold most positions multi-year, started writing covered calls to add some income on top. Spent three months figuring out which platform actually fit my use …
Who would've thought a small company out of Boise, Idaho would end up being the AI play of the year. I was in last year and made a killing but sold out - completely missed the the massive rally since …
Hey all, First time posting, I have done quite well over the last year jumping on GOOG, AMD, ARM and NVIDIA, and I have pivoted more into MU, DRAM and SNDK. I have seen lots of space stocks blow up …
https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html > Micron topped a $1 trillion market value for the first time on Tuesday as shares popped 18%, driven by insatiable artificial intelligence demand for its memory chips. The stock surge came as UBS tripled its price target on …
I’ve been digging into Shift4 Payments ($FOUR) lately, and the disconnect between the current stock price (sitting around $43) and what’s actually on their balance sheet is getting wild. The market is pricing this like a struggling legacy payment processor, …
Whenever I read about CD's or bonds as investment vehicles, there's almost always a mention of inflation. Especially how those investments are better than holding cash because they help prevent devaluation from inflation. Why isn't inflation talked about when looking …
This [Reddit ETF post](https://www.reddit.com/r/stocks/comments/ku6skz/reddit_etf/) was made at the beginning of 2021, near the period of peak euphoria. Anyone who was around at the time can testify that this really did represent consensus opinions in this sub at that time, which …
SK hynix announced iHBM today, a memory heat management technology designed to enhance AI system performance. The thermal packaging solution improves heat dissipation by integrating ICEs (integrated cooling elements) directly into the HBM package. SK hynix says the result is …