Reddit Posts
12 Stocks to Hold in 2024 to Beat QQQ, SPY and SMH (or SOXX)
Why VOO and chill over other ETFs that outperform VOO over 1/3/5/10 yrs?
I am a ex-prop trader trading US equities and these are the stocks on my watchlist (1/8).
$KO outperforms half of the Mag 7 in 2024 because of $NVO and $LLY
Fidelity, brokerage link and NAV funds vrs ETFs
Good month. Fidelity sucks and hasn't updated 178k at end of day Friday though from their glitch. SMH
When you can tell which way a stock will go but don't know the time frame, should have just Shorted this ish instead of a PUT. SMH.
20k gain. Haven't sold the rest in my other brokerages yet
SAVE is a BUY... changed to discussion post. SMH
How to get rid of my trading habit to invest properly! Fear of losing the money!!
Wall Street Week Ahead for the trading week beginning August 14th, 2023
[M25] International Student in the US - How to prepare to move assets overseas
A detailed DD for AMD in AI (Instinct MI300 breakdown)
Does this mean Robinhood is short selling SMH?
ETF and Market Evaluation for week of 02/27/2023
ETF and Market Evaluation for week of 02/21/2023
ETF and Market Evaluation for week of 02/21/2023
ETF and Market Evaluation for week of 02/21/2023
Wasn't Elon hurting to make cash with Twitter? He hosts Tate's DOA comeback match and didn't even think to charge PPV. SMH
All Hail US President Musk! What has this world come to (SMH)
The SMH ETF Indicates Why The Markets Are Showing More Strength.
This has got to be one of the most funniest subs I've been on. Hilarious
Powell did exactly as i thought yesterday which makes me even more bullish now
Semiconductor Sector and profitable Large Caps is where i would be putting my money
Awww man, I set up my 401K earlier this year.. they got me in all the wrong stocks SMH
BBIG Options trap totally manipulated by market makers. This will close below a dollar so options expire worthless. This is legal mind you. SMH
Is it too late to short the market? I still feel the market is going to break the June lowest point
Buying 10 stocks in one industry verse investing in an ETF?
Nancy Pelosi’s husband buys millions in computer-chip stocks before big subsidy vote
Biden travels to Ohio to highlight $86 billion for troubled retirement plans.. SMH
$CEAD called it at .95 enjoy the gains.I got banned on this sub on my original account(sammy2607)for saying buy puts on ater SMH
Something fishy with DTC anyone else confirm
Rug pull of the week.. 🕳🚶🏼♂️ SMH 🤦♂️ this was being blasted so hard in here, was “THE squeeze” “BEST setup” “ yadda yadda, what the hell happened? Why is no one talking about it now? $BBAl
$GFAI called it in the short squeeze sub at .39 since you guys banned me here,SMH but get in this play NFA
War for Fun and Profit: Discuss Best Plays for China’s Looming Invasion of Taiwan?
War for Fun and Profit: Discuss Best Plays for China’s Looming Invasion of Taiwan?
May Update To The Largest Bet In WSB's History!!!
I'm not strong like you guys. Go ahead and make this play for me - Intuit Calls for Friday.
I heard you guys want to see loss porn. I touched 300K and didn’t sell. SMH
Hedgies played the uno reverse ladder attack card. SMH
My starter growth portfolio is 10 shares of MSFT, 4 shares of SMH and 1 share of GOOGL. What do you think?
Remember the guy that called the breakout on $COVID? Should have bought calls SMH.
Y’all hated on me when I posted this last week. SMH true apes woulda followed me to the moon 🦧🦧🦧🦧🦧
Cash in on Pelosi and the CHIPS and FABS Acts
Cash in on Pelosi and the CHIPS and FABS Acts
CDC manipulating the stock market SMH
$KTTA Killer Call Here , Entry Price Posted .30 BEFORE The Move 🚨 Some Haters Gonna Say A $2 Move Isn’t A Squeeze SMH , You Guys Focus Too Heavily On Supernovas In Here 😂
Mentions
"Anyone that owns a tesla is pretty smart" SMH. Literally anyone can go to a car lot and borrow money to buy a car. No one has ever been given an IQ test first. In fact I bet you are the type that buys teslas
IP is about to leave money on the table. SMH my head
This comment alone shows you fundamental misunderstand how the market works. SMH.
Me sitting here with half a port of SMH puts, currently down 40%, and I'm not even sweating it. 
You’re a fool. lol. Yes Einstein if the market is down then your positions are down and vice versa. SMH. By the way what time is your wife’s boyfriend coming over to give her the eggplant lol.
Looks as if it has based related to SMH and reversed related to QQQ, might be a good buy zone here
If you want to look at tickers off the beaten path with strong recent performance, SMH and IDMO. If you don't understand the risks with these, then I'd just stick with VOO as you originally planned.
Just buy SMH instead so you get diversification and a mix of winners and losers.
It’d be nice if they removed intc entirely from SMH. How the hell can a cheap company be down over the last 12 months?
$SMH gang out here watching the comments like 👀👀👀
They tell you how much you would have made buying $1000 into AAPL a decade ago. I predict next decade most of you sitting here reading about today, that time, you could have gotten $NVDA or $SMH leaps. Follow the ultimate GILF- Nancy Pelosi
Oh look! $SMH relatively unaffected by data that affects retail facing companies!
I see you playing $NVDA calls and puts, and I raise you $SMH to make your money work far more effectively to play their stock.
$SOXL & $SMH for the bulls, $VIXY for the hawks
$SMH is your friend next week 👀👀👀
the semi cycle for many companies is *just* beginning the upswing, others haven't even started it yet. We're in the new cycle's infancy. What's funny about this cycle, though, is that a ton of demand for certain chips have been pulled forward a great deal because of AI, so we'll see how that plays out. I personally think it means that there's room for, say, the XSD to begin outperforming the SMH or SOXX from here. On another note, I really, really dig semicap companies but I have a sneaking suspicion that they'll be the first to fall when the downcycle comes or even before then. I think they're the most vulnerable at the top this cycle, because so much of that equipment ordered to fulfill AI demand will be used to meet upcoming demand for more general-purpose chips - that's my thesis, I'd love to hear any ideas that invalidate it. Long story short, I'm buying those that are beginning to show Q/Q order growth after a historic downturn. I'm less certain that semicap will have the same runway this cycle because AI demand pulling forward so many orders so early in the cycle.
SMH (has Intel inside) up 270% past 5 years while Intel is down 39% past 5 years
Do you know my advice wasn’t correct but as of right now wouldn’t have lost you any money either. SMH
SMH up more than 1%. Weird day so far.
$SMH neatly parked at $206 it’s almost like semis are not allowed to moon for the moment
i wouldnt even saying buying puts today was degen lmao. RSI was stupid high. hope those SMH puts print for you though
Its a great play on AI. I like SOXX myself. It is my second largest holding. Last I looked the main difference between SOXX and SMH was SMH had a lot more exposure to TSM. Either way I think they are both fine. Just keep in mind that chip stocks are cyclical in nature so you might have to stomach some losses.
SMH puts. Chip trade fizzling out. Give yourself a month.
Did you see my comment to inverse Cramer and that I was gaped from $34 to $17? I never even went through with it SMH
Holding a call on VTI and intending to get in a call on SMH.
Any recommendation on ETF focused on AI/Robotics/Automation/Semiconductors? I have [SMH.US](http://SMH.US), [QQQ.US](http://QQQ.US) already, but I need something more focused on robotics I guess?
Doubled down on SMH puts and I'm not even remotely nervous about it... 
Anybody else make coffee in a saucepan? I decant instead of using filters. It's cheap and it works. Also anybody else keep calling SMH (the semiconductor ETF) "Shaking My Head"?
Meanwhile I had to pay almost 50k in cap gains taxes SMH
Locked in my 250% profits on SMH puts this morning, then loaded up on more puts with new expiry. Sorry bols, but the chip trade is done. Semis are fuk... 
Dude, really? You're quitting 1.04% away from the finish line? Lame. SMH.
Hopefully the next CEO understands basic business concepts like branding. SMH.
So I have AMD and SMH, both up around 35% now following AMDs massive drop, I am better just holding smh and selling AMD or keeping both? I believe in AMD but I like having a somewhat steady-ish portfolio
Not as concerning as OP's "source" link. SMH
Been buying some VTI / SMH every day or so while it's trading down.... Looking at a 5+ year time horizon.
403b/401k/Roth IRA is 100% Bitcoin. Taxable brokerage account 85/5/5/5 (FBTC/QQQ/XLE/SMH). And then I've got more self custodied Bitcoin.
SMH a good long term buy especially after this correction
Opinions on SMH? I'm 60% VTI and 40% SMH, have another 20-30% of my account in new cash ready to invest, should I got VXUS or SMH? I'm 36 and have steady income and no debt. My thoughts are I can risk SMH for 2 to 3 years and then roll over to VXUS at a random point in the future.
My SMH 230p's agree with you... 
lol “considering” quitting? SMH
You do realize why netflix dropped despite good earnings right? Lmfao. SMH.
https://preview.redd.it/i8j0p0bcavvc1.jpeg?width=1119&format=pjpg&auto=webp&s=a1fa0d12ee7054cbfe6269f421bd55db5dced1ea I have returned to bless your trades this week by addressing a few concerns: First off, the defense bill passing on a Saturday is also because major defense contractors hammered it into Johnson’s head to think of what legacy he is leaving. With $DFEN, you can play all defense earnings. This is similar to my play with $SMH from $197 for last NVDA earnings. This is probably the safest trade this week. Play defense directly if you want for $RTX or $LMT but I like to be insular from earnings call risks. $META calls are a meta play on TikTok ban news. It’s a direct competitor to Instagram Reels. $TSLA puts because reality has caught up to Tesla’s P/E ratio and horrendous CEO. /r/cybersucks for more info by me. That’s the extent of my knowledge for the week.
I’m excited to see more red and buying opportunities. I’m not retiring for another 25 years, going to load up on VTI, SMH.
Still got half my SMH puts......I think #🤔
Well, I basically played earnings- $WM into $HOOD into $AVAV and also played $NVDA earnings through $SMH
This is true. And to be clear, I've put my entire 401k into a mix of S&P 500 and international. I max it out every year. But in my IRA and brokerage, I do include QQQ and SMH to overweight myself in some sectors that I think will continue to outperform going forward.
5 years was an example. Let's look at 10 years: VOOV: 105% VTI: 154% S&P 500: 181% QQQ: 374% SMH: 806% Yes, holding these is aggressive and I would only do it with a long term horizon. But anyone who was only invested in S&P 500 for the past 10 years has underperformed significantly. I would never recommend individual stocks, but holding some position in these growth ETFs has been very lucrative long-term.
If you're investing and not gambling, you should only be looking at the long term performance. If we consider the past 5 years, here are the percent gains: VTI: 63.31% S&P 500: 68.96% QQQ: 117.49% SMH: 244.00% I know that the S&P 500 performs better during bear markets. But if you're holding long term, then "bear" and "bull" markets don't matter. Personally, I like to have a mix of some of these safer and "riskier" ETFs.
I ended up staying with SMH instead....
SMH puts up +246%! Still not selling them! 
Sold half my SMH puts. Nice hit!
I contribute $500 monthly. I’ve been saving some extra cash on the side that I finally put into use. Dumped around $1k today into QQQ, SMH and some other individual stocks that have been beaten up.
They stated in the article that they changed the way they “adjust” the numbers right at the time things started to look like they were getting better. It’s the same as when they say inflation appears to be going down now that we stopped looking at energy, food and housing costs. SMH. Election year means nothing you hear or read is true.
SMH he should’ve gotten vaxxed
Weekly gain 40 bucks. Coulda been much more. SMH
Damn. Those SMH puts I bought yesterday are killing it. Thanks Josh Brown!
Bought SMH puts yesterday so I hope not
All great, essential companies. Cant go wrong with any of them. My personal favorite is AMAT. They make the machines that make semiconductors, which the demand for is only growing. They are also not segmented to just one type of chip. They make the equipment needed for both low end chips and high end chips. Contrast this to ASML which has a monopoly on making the piece of equipment needed only in very advanced chips. Additionally AMAT has rewarded their investors in both price appreciation and dividend income, which they have committed to growing their dividend 20%/year for the next for years as of 2023. SMH is probably your safest route to avoid having all your eggs in one basket and being upset if the stock you picked slightly underperforms the others. Lets be honest, stock picking is very emotional with a lot of hindsight biases
SMH puts up 180% and I'm diamond handing it! 
One of the fastest 10% declines for the semi sector (SMH) in recent history
Was up 250% on nflx and i ddint take profit. SMH
Diamond handing my SMH puts. 
SMH it’s always a Thursday lmao.
You still trade SPY and not SMH? Kek.
Well that’s the issue I can’t, I could choose something like SOXX or SMH but eh. Gonna research more about KLA though
Right as I sell my puts to break even she starts nosediving. SMH 
Josh just dropped a gem. Bought $SMH Nov 180 puts.
Headed down in value. Lost over $16k from .80 to .45 SMH guess this was a terrible company to buy stock in
It’s the last time I’m holding shares of it outside of SMH. TSM by itself has always lost me money.
I want to go long TLT then I go on twitter and Gayed is bullish on it. SMH!
It’s actually so easy just buy bitcoin. SMH
All the Team Solo Mid hype & Leffen doesn't even play Melee anymore SMH
For higher risks, I would invest long term in semiconductor ETF (e.g. SMH). I think this is an area at the heart of future innovations. If you want individual stocks, I would invest in companies that I think will be successful for a long time, AAPL, AMZN, GOOG, and META to a large degree.
I got 55 SMH 215 calls. ANd 5 NVDA 850 calls. 200 MU and 500 TSM shares. If we wake up to a TSM beat.. I will wake up 
Made a smooth $700 today. SMH puts were the play. 
SMH at my fine new SMH bags
Why did you do this now? You were supposed to do it when the price was high. SMH!
How you think that war would delay the progression of AI is beyond me. Also, we've been closer to WWIII several times before. SMH, the ignorance in this post is astounding.
The only thing saving me from my SPY calls are my SMH puts Semis are over. 
My SMH 225p's have got me JACKED TO THE TITS!!!
Sold my puts way too early SMH. sold at $2.20 went all the way to $4
DID YOU BUY NVDA and SMH puts?!!! You’re printing right now if you did on that call out
Maybe leaving the gold standard early in the 70’s triggered it. Maybe this time, 4 trillion of printing and then watching most of it get stolen did the same thing. And we’re still forgiving billions in student loans. SMH…..
I think you're in a good spot. You're not aligning totally to the dogma of diversification (no total market, no international) but sticking the majority in the S&P500 and complementing that with small cap value and semiconductor is fine (disclaimer: I hold SMH, too).
TSM earnings on Thursday, which could be start of the next big move with semiconductors leading the way Shit is about to get real interesting SMH chart looks like its been consolidating for a month and ready to breakout
Some fatass girl with her shoes all slanted because she so big, picking up 4 pizzas at little Caesars SMH.
I am new to investing. I opened my Roth IRA in March and have contributed the maximum for 2023 and 2024. My time horizon is 20 years. My wife and I both have very good and generous pensions (75% of our top 3 earning years, +3% for each additional year we work). I feel somewhat comfortable with risk given our pensions. Is the following allocation any good? I’ve seen people say not to get into semiconductors because it’s already priced in, and not to chase previous gains - but I’ve never invested before so I am establishing my investment strategy, portfolio, and allocation brand new. I’m not chasing previous gains and do believe in what I understand to be the current and future value of semiconductor technology. I’ve read that adding scv to a broad portfolio based on something like the S&P500 can help provide additional returns above and beyond just putting everything into the S&P500. What are your thoughts? FXAIX: 80% AVUV: 10% SMH: 10%
Holding SPY calls and SMH puts deep ITM. I just pretend I know what I'm doing. 
Are you interested in NVDA as a company or semiconductors as a sector? If the latter consider an ETF like SMH. It gets you exposure to NVDA (about a fifth of the fund) and other semiconductor companies.
SMH Tlry was almost $4 cdn two weeks ago and it goes to $2.60 today (up .10) and we are excited. We deserve the suffering. love for it go to $20 one day but need some solid news and company to take the momentum to the bank.
You have lot of heavy hitters, I will suggest to start buying only index VOO and SMH (if you are looking for AI exposure) and sell the losers every quarter if all they are doing is making new bottoms. *** quarterly or yearly rebalancing is good*** Do not look at this on daily basis .
Just sell Tesla and shift weight to VOO and SMH if you feel semi conductors rally is here to stay
He was doing fine until you mentioned his name. SMH, Now everyone will google him and get all their panties in a wod.
Bought SPY calls on today's bottom. I'm still holding an SMH put that's $13 ITM. 
Guess I’m holding these $SMH 225 weeklies