SEMI

Lmao yesterday Oracle said they lost money renting their Nvidia GPUs and the demand wasn’t as strong as they anticipated So naturally semi stocks are back to all time highs today

Anyone heard of this big announcement from Nvdia October 23rd? Something about a new semi conducted or chip supplier. 

This probably is the only bubble where everyone agrees it's a bubble and that it will eventually pop and only disagree on the timing. These semi conductor and data center companies are so overvalued they need to keep getting new revenue to sustain. Definitely bringing out the 🌈🐻 in me.

Musk was so so so high during his roadster and semi truck presentation Hopefully tonight he's presenting. Love to see the nutcracker

I’m down if you are, I’ve already got a semi

Semis gave me a semi yesterday. Today I will need HIMS.

Time to liquidate my semi stocks and go all in on Campbell Soup

$TSM Taiwan Semi

I commented a couple weeks ago that AMD would absolutely rocket soon, being the only big remaining semi-company to not join the partnership circlejerk yet. I've got to start actually listening to my own dumbass conclusions more often lol.

AMZN buying a stake in some random semi company. Both up 20%

https://preview.redd.it/4ex745s4iitf1.jpeg?width=550&format=pjpg&auto=webp&s=9bbe8959bc94e5357fae6e401e7a0855cc859bb2 Basically what these AI/Semi stocks have been doing all year to pump each other up..

I read so many articles about the AI bubble over the weekend, only to see all semi stocks gap up premarket today lmao

Of course the only semi I don't own is AMD...

So, let me guess. Semi-random fuckery first 30-90 minutes, then slow grind up for the rest of the day? ...

i got a semi boner

Anyone paying attention to the semi sector? In the last 30 days alone, Intel is up +55%, ASML +40%, MU +55%, Nvda with its insane market cap up 15% What in the actual fuck?

NVTS Navitas Semi Conductor still dirt cheap

How many semi trucks TSLA sold?

Sooo Apparently $GOOGL got a $330 price target from Morgan Stanley, there is leaks that Google is about to start flooding chip market with TpU, semi analysis comes with a report saying the same & then big buys on $330C for Jan 2026. Something seems BULLISH? $GOOG

Semi’s are just unstoppable, everyone should sell everything and only buy SOXL

Feels like a day where 90% of the index is red and only semi manufacturers are up on yesterday’s news

Mfs are out here road raging with semi truck drivers who are equipped with sawed off shotguns