1Yr·

Good evening, dear community,

what do you think of the current Chip/Ki/Semiconductor situation, is anyone invested, has been in the market for a long time, has just risen or has long been out of it?

Feel free to write your suggestions and experiences here :D

$NVDA (-3.33%)
$ELG (+0.26%)
$AMD (-7.23%)
$TSM (+2.72%)
$INTC (-1.19%)
$SMCI #USW.

9 Comments

Sonia W.@Sonia

1Yr

Pretty hot per savings plan. small position of stocks in the portfolio

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Joris@Joris

1Yr

$PLTR $NVDA $ASML and $CRWD
I love this hype and invest in all stocks every month via a savings plan. The next 3 generations

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BMWM1@BMWM1

1Yr

@Joris I'd better take it that easy too 🥲

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Joris@Joris

1Yr

@BMWM1 why how do you do it?
I had shaky hands too, fuck those shaky hands. They messed me up so much and cost me so many good EKs

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BMWM1@BMWM1

1Yr

@Joris Nvidia started at ek 545, then topped up with a dip at 555, which was spot on. Then I bought at 636 650. Today at 622€ to add. But now my position is unnecessarily large and the EK has risen to 600.69€ 🙄

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Lucrash@KapriolenCapital

1Yr

I just leave $AMD $NVDA and $KLAC lying around. The drop has been too high for me since the beginning of the year. It reminds me too much of the metaverse hype of Q4 2022 where everything with cloud and cloud hardware only worked because so much was anticipated. Then came the decelerated reality. I see a similar risk here. It is certainly one of the topics of the future. However, companies must be given time to grow into it, otherwise I see major disappointments for many here who are very late to the game.

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BMWM1@BMWM1

1Yr

@KapriolenCapital best to get out before the numbers 🫣

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Lucrash@KapriolenCapital

1Yr

@BMWM1 If the numbers are good, I want to see your BMW in Nvidia colors

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BMWM1@BMWM1

1Yr

@KapriolenCapital would also fit 😅

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