Yes, all these semiconductor and memory companies are intertwined.  What does these companies - Memory maker, foundry and equipment maker have in common. They are monopoly for top end technology for their individual sectors. Buy the best companies and reap the harvest.

I think banks will be flat or slightly higher after earning... The wonderful story of the market rising is not over. Although there are fears of the 20% correction, as long as good guidance is given, the individual bank stocks will continue to rise.  That's said, any irrelevant drop is an opportunity to pick up shares if undervalued

I choose $Advanced Micro Devices(AMD)$   It will eat market share from $NVIDIA(NVDA)$  and have high growth predicted for the next 3 years. It has been consolidating for a couple of months. That's good and possible that good news from next earning will propel the stock price higher. 

$Apple(AAPL)$   now no one like to eat fruit... So no one buy.  Now everyone buys AI stocks.  Apple is a fruit and fruit is not intelligent like AI.  Apple drop until weekly 20ma support, so maybe it will stop dropping? But when you check analyst low end target price, it's 215, so maybe it will drop more. I don't care because I don't like fruit so I don't buy Apple 

trade like a stock market Wizard by Mike Minervini. easy to read, clear chapters which teaches you exactly what it's book title says. good book

2025 was year of gold rush and probably silver. Can the precious metals still give astronomical gains?  I'm not betting on that but then again I'm not a betting man, so don't take my word for it. I'd rather invest in tech with heavy weight on AI related stocks. 

Buy both $Alphabet(GOOGL)$  and $NVIDIA(NVDA)$   Why wouldn't you do that... Google has risen quite a lot and upside is less now... Maybe high side target is 350 to 400. NVDA has been consolidating around 169 to 190 for some time. The longer it moves sideways, the higher chance of a move, hopefully upwards. Growth is wonderful, so PE ratio should come down. Average Target is 250 and high side close to 300.  Spread your money to reduce risk.

evening star maybe since it's at the top of the hill now and sun is coming down.

never trade..  all holding mid to long term... but I see all consumer and healthcare and financials go up, while tech comes down. rotation in place

hard to value MSTR. it just follows BTC price movement and does not else as a company. now it's at Analyst lower end price range. it's going to the weekly 200ma too. so it's probably safer to buy now than previously. bottom is coming for it to pump again.

I choose AMD. because it hasn't pump yet, so people won't dump. AMD got good growth ahead for the next few years.

today intc will drop after hitting resistance

buy the leader $Micron Technology(MU)$ safest bet. can wait for dip is better than a wave up.. there will be opportunities. be patient

Is Tom Lee back with his predictions?  His $BitMine Immersion Technologies Inc.(BMNR)$ better start moving. Need Ethereum to start pumping.  I'm selling once it goes to ATH 

I want to get 50% gains for my portfolio and beat the market in 2026. [Happy] [Miser]

The rally has so much legs... I am expecting memory to carry on going up but at a slower pace. Other sectors will take their turn to go up

BUY all! I am invested in both NVDA and AMD. 1st and 2nd place for the big piece of AI pie.  NVDA will surprise everyone that thinks it's growth will slow while AMD will surprise everyone with it's growth...

I am crying because they never drop and let me buy more. I only want to buy on big dips.. but I waited and waited and now they go higher and higher... so cannot buy more. On the other hand, I'm smiling as my assets grow and give me 5% dividends annually. SG banks are the way to go for your dividens portfolio. Can also add REITS. I have been adding SG REITS. Are you?

my thoughts are as expected. higher lows made on the indices. broader rally to bring the markets up. tighter price ranges across the last few months. all signals pointing to more upside.