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918

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09-15

🧠 What if the biggest mistake investors are making with memory stocks is treating this like a normal semiconductor cycle? Memory stocks got hit hard, and on the surface, the move makes sense. SK Hynix dropped 7.6%. Micron fell 5.25%. SanDisk dropped 4.98%. But I think there’s a bigger question investors should be asking: Is AI changing the economics of the memory industry permanently — or are we simply watching another boom-and-bust cycle? For years, memory was one of the most brutally cyclical parts of semiconductors. Companies would add capacity → supply would increase → prices would fall → margins would collapse → production would get cut → prices would recover. Then the cycle would start again. AI potentially changes that equation. Modern AI infrastructure requires enormous amounts of

🧠 What if the biggest mistake investors are making with memory stocks is treating this like a normal semiconductor cycle? Memory stocks got hit har...

# Samsung Profit Guidance Doubles: Can SanDisk Take the Baton Tonight?

TOPPenelopeHood: I lean cycle, not supercycle. AI demand is real, but supply discipline always looks strongest right before capex creeps back in.

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1.64K

·

09-14

$Schwab US Dividend Equity ETF(SCHD)$ just keep buying...

$Schwab US Dividend Equity ETF(SCHD)$ just keep buying...

# Winning Trades

Comment

5

Report

1.63K

ilovemoneymoney

·

09-14

$SNDL 20270115 2.0 CALL$ how will the market open today.

$SNDL 20270115 2.0 CALL$ how will the market open today.

# Winning Trades

Comment

5

Report

1.96K

ilovemoneymoney

·

09-14

$BlackBerry(BB)$ how will the market open today?

$BlackBerry(BB)$ how will the market open today?

# Winning Trades

Comment

3

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2.00K

·

09-14

$Alphabet(GOOGL)$ impressive beat on earnings. Their suite of products are bringing Strong cash flow & it has also 8% stake in spaceX. Buy before it runs again

$Alphabet(GOOGL)$ impressive beat on earnings. Their suite of products are bringing Strong cash flow & it has also 8% stake in spaceX. Buy before i...

# Winning Trades

TOPTigerTail: This looks so impressive. Good on you! Sorry I'm a newbie, so curious to learn to achieve this you bought around 2342 shares of Alphabet around $204, worth of $477768 and with calm in volatile got this great profit results? Purdon me as I'm not knowledged in options market. Thanks!

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1.86K

·

09-14

$Advanced Micro Devices(AMD)$ it's coming down again! Let's buy and buy! Wait for its next flying! $Tesla Motors(TSLA)$ I'm waiting for this another perfect share to bring me profit too! Let's go!

$Advanced Micro Devices(AMD)$ it's coming down again! Let's buy and buy! Wait for its next flying! $Tesla Motors(TSLA)$ I'm waiting for this anothe...

# Winning Trades

Comment

5

Report

1.95K

·

09-14

$Taiwan Semiconductor Manufacturing(TSM)$ holding strong. Unable to start DCA down

$Taiwan Semiconductor Manufacturing(TSM)$ holding strong. Unable to start DCA down

# Winning Trades

Comment

6

Report

1.18K

·

09-14

$MSTX1 20260918 6.0 PUT$ MSTX (Defiance Daily Target 2X Long MSTR ETF) is a daily 2x leveraged ETF on MicroStrategy/Strategy (MSTR) — effectively a leveraged bet on Bitcoin. It is currently in a short-term pullback after a sharp multi-week rally , with momentum cooling but the medium-term uptrend still intact.

$MSTX1 20260918 6.0 PUT$ MSTX (Defiance Daily Target 2X Long MSTR ETF) is a daily 2x leveraged ETF on MicroStrategy/Strategy (MSTR) — effectively a...

# Winning Trades

TOPHenryHoward: Pullback looks around 12-15% to me, and daily RSI probably still mid-40s, not oversold yet. The bigger thing is whether vol stays elevated enough to keep put pricing rich

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7

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2.11K

·

09-14

$Alphabet(GOOG)$ let's accumulate under 330!!!!

$Alphabet(GOOG)$ let's accumulate under 330!!!!

# Winning Trades

Comment

6

Report

1.41K

·

09-14

$Tesla Motors(TSLA)$ Tesla go go go to the moon 🌙!!!

$Tesla Motors(TSLA)$ Tesla go go go to the moon 🌙!!!

# Winning Trades

Comment

7

Report

946

·

09-14

$Torm PLC(TRMD)$ Torm go go go to the moon 🌙!!!

$Torm PLC(TRMD)$ Torm go go go to the moon 🌙!!!

# Winning Trades

Comment

6

Report

1.68K

·

09-14

$Palantir Technologies Inc.(PLTR)$ still waiting for my $200 per share

$Palantir Technologies Inc.(PLTR)$ still waiting for my $200 per share

# Winning Trades

Comment

4

Report

1.22K

·

09-14

$Tesla Motors(TSLA)$ Weekly drama hope to end it soon [Happy]

$Tesla Motors(TSLA)$ Weekly drama hope to end it soon [Happy]

# Winning Trades

Comment

6

Report

336

·

09-14

$Bumitama Agri(P8Z.SI)$ Bumi at all time high! Lets breakout and head to 2.30!

$Bumitama Agri(P8Z.SI)$ Bumi at all time high! Lets breakout and head to 2.30!

# Winning Trades

Comment

4

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2.39K

·

09-14

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ it's never enough... at least not yet... I am topping up slowly, perhaps a little too slow to my liking. However, I am also keenly aware that buying into a leveraged short bet, only sufficient buffer would do the job. Something just can't be rushed. This is not the first time I have advocated getting insurance for this time period. There are a couple of things going on, all interconnected. The commonality? Trump-led US mess. Many people sing his praises... for various reasons. I do too, although a little out of tune, for the chaos he created for the world. No, there is no anger in my voice, just incredulously dumbfounded... War with Iran, tariffs for "friends of

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ it's never enough... at least not yet... I am topping up slowly, perhaps a little too slow to ...

# Winning Trades

TOPthinorfat: Inventory days matter more here. If channel stock stays bloated for another couple quarters, the hedge probably works better than people expect

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14

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1.82K

·

09-14

$TIGR 20270115 5.0 CALL$ one of my biggest options profit

$TIGR 20270115 5.0 CALL$ one of my biggest options profit

# Winning Trades

Comment

12

Report

1.59K

·

09-14

$Taiwan Semiconductor Manufacturing(TSM)$ even at end war time

$Taiwan Semiconductor Manufacturing(TSM)$ even at end war time

# Winning Trades

Comment

15

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1.86K

·

09-14

$VanEck Semiconductor ETF(SMH)$ Investing is like gardening.. You can only enjoy the flowers later if you plant them in the first place... Continue to DCA into chips 💪

$VanEck Semiconductor ETF(SMH)$ Investing is like gardening.. You can only enjoy the flowers later if you plant them in the first place... Continue...

# Winning Trades

Comment

17

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Sorry I'm a newbie, so curious to learn to achieve this you bought around 2342 shares of Alphabet around $204, worth of $477768 and with calm in volatile got this great profit results? Purdon me as I'm not knowledged in options market. Thanks!","plainContent":"This looks so impressive. Good on you! Sorry I'm a newbie, so curious to learn to achieve this you bought around 2342 shares of Alphabet around $204, worth of $477768 and with calm in volatile got this great profit results? Purdon me as I'm not knowledged in options market. Thanks!","likeCount":0,"commentType":"hot","coins":0},{"id":"607602925843688","author":{"authorId":"4105421923397120","idStr":"4105421923397120","name":"LesterTan","avatar":"https://community-static.tradeup.com/news/1244d1eac543f84d6b2c017832a1d98d","userType":1,"introduction":"","crmLevel":13,"crmLevelSwitch":0,"fanSize":163,"starInvestorFlag":false},"content":"Hi, if you’re an investor for the long term, just buy the top 1% of quality companies like googl, meta, adbe, amzn, msft etc and just watch your $ grows!","plainContent":"Hi, if you’re an investor for the long term, just buy the top 1% of quality companies like googl, meta, adbe, amzn, msft etc and just watch your $ grows!","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://ttm.financial/post/607576012083792","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":true,"length":133,"displayRows":4,"foldSize":0,"subscribersOnly":false,"subscribersOnlyAccessible":false,"authorId":"4105421923397120"}]},{"cardType":"TWEET","cardId":"TWEET.607583883374608","cardData":[{"tweetId":"607583883374608","author":{"authorId":"3581594133816177","idStr":"3581594133816177","name":"AMDidass","avatar":"https://community-static.tradeup.com/news/2ecf5d1a5d472aa9dd7520e347659635","userType":1,"introduction":"","crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"fanSize":418,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> it's coming down again! 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