koolgal
07-18 04:54
🌟🌟🌟This has been a brutal week for tech stocks especially semiconductor stocks.  The bloodbath was driven by a perfect storm of technical, macro and geopolitical catalysts.

However I believe that this is a healthy pullback and the long term case for semiconductors remain rock solid.  The core driver of this selloff is profit taking and a sector rotation rather than an absolute drop in chip demand.

So I got into action and bought $Roundhill Memory ETF(DRAM)$ to hold long term.

As Warren Buffett likes to say: "When there is fear in the markets, it is time to be greedy."

@TigerTradeNewbie @Tiger_comments @Tiger_SG @TigerStars

SanDisk Crashes 12.6% to Lead Storage Rout β€” Can the Memory Supercycle Be Trusted?
SanDisk (SNDK) collapsed 12.63%, breaching $1,700, emerging as the hardest-hit name in the storage selloff. The chain reaction from SK Hynix's plunge dragged down semiconductor equipment stocks including Nova, Teradyne, and Kulicke & Soffa. SNDK had surged to record highs on memory supercycle euphoria, with Goldman Sachs issuing a lofty price target β€” now profit-taking is fierce. With the 'strongest memory rally ever' turning into a stampede within a week, is SanDisk's 12.6% drop a buying opportunity or confirmation that the supercycle has peaked?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • clouddragon
    07-18 21:07
    clouddragon
    I think one important factor is the margin changes for Korean traders which have been heavily leveraged into the AI trade.
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      May you have a winning week ahead πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      It is a scary time for these Korean traders.
    • koolgal:Β 
      Have a wonderful weekend πŸ–οΈπŸ–οΈπŸ–οΈ
    • koolgal:Β 
      Yes you are absolutely right πŸ‘πŸ‘πŸ‘
  • 1PC
    07-18 12:25
    1PC
    • koolgal:Β 
      May you have a winning week πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Have a wonderful weekend πŸ–οΈπŸ–οΈπŸ–οΈ
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      Appreciate your support πŸ₯°πŸ₯°πŸ₯°
    • koolgal:Β 
      Thanks πŸ₯°πŸ₯°πŸ₯°
  • Investordude1301
    07-18 20:58
    Investordude1301
    Let’s keep buying $Roundhill Memory ETF(DRAM)$ and $SK hynix(SKHY)$!!!
    • koolgal:Β 
      Thanks for sharing your valuable insights πŸ₯°πŸ₯°πŸ₯°
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      Happy weekend πŸ–οΈπŸ–οΈπŸ–οΈ
    • koolgal:Β 
      Brilliant strategy πŸ‘πŸ‘πŸ‘
    • koolgal:Β 
      May you have a winning week ahead πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
  • icycrystal
    07-18 14:57
    icycrystal
    thanks for sharing
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      Appreciate your support πŸ₯°πŸ₯°πŸ₯°
    • koolgal:Β 
      Happy weekend πŸ–οΈπŸ–οΈπŸ–οΈ
    • koolgal:Β 
      May you have a winning week ahead πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      My pleasure 😍😍😍
  • zuma
    07-19 07:38
    zuma
    thx
    • koolgal:Β 
      May you have a winning week ahead πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      Happy Sunday πŸ–οΈπŸ–οΈπŸ–οΈ
    • koolgal:Β 
      Appreciate your support πŸ₯°πŸ₯°πŸ₯°
    • koolgal:Β 
      My pleasure 😊😊😊
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