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amit @amitisinvesting · Apr 28

I feel like the people really worried about “buying the dip” today are people that are sitting in majority cash.

I don’t think $AMD is the most amazing dip ever down from $350 to $320 after it went up from $195. Maybe Lisa Su crushes and it gets back up there, but it requires a catalyst now vs the general market momentum that brought all of the semiconductor names up.

I also don’t think $NVDA from $217 to $210 is some huge dip opportunity when it’s up from $165.

But, if you don’t think you will get another opportunity to buy $AMD lower, I can understand rushing to buy in. It’s just the risk could be more skewed vs the reward because again, the name has had a massive run.

$AMKR just demolished earnings but it’s down because it was up 80% YTD into the print.

$MRVL is down 9% but is up 74% YTD.

Same story with $ARM, $CLS, $AVGO, and so many more names.

Maybe you have to nibble if you are only in cash but it seems like one of those days to just chill and not be super greedy given every overbought name is just doing what an overbought name does…which is pullback.

$AMD $AMKR $ARM $AVGO $CLS $MRVL $NVDA

TraderGoku @tradergokux · Apr 26

$AMKR 周线牛旗突破后三周内上涨60%, good one to study.

TraderGoku: @jimmyhuli Nice list. $AMKR is bull flagging on the weekly.

$AMKR

TraderGoku @tradergokux · Apr 24

热门板块 + 周线setup突破 = Big money💰
$INTC $AMKR $AMD $ARM

TraderGoku: 关注周线级别的放量突破，他们的爆发力往往是最大的。

I think $MRVL deserves a place in How to Make Money in Stocks by William O’Neil.

$AMD $AMKR $ARM $INTC $MRVL

kayliat 凯利亚特 @kayliatyyy · Apr 18

Memory and optical are the two main sectors driving performance this year. The reason behind this is the AI bottleneck.

So what’s the next bottleneck?

Shay Boloor: HERE ARE THE TOP 15 PERFORMERS OF 2026

1. $AAOI +357%
2. $AEHR +315%
3. $SNDK +288%
4. $LITE +143%
5. $BE +139%
6. $WDC +116%
7. $PL +95%
8. $TWST +89%
9. $NBIS +88%
10. $COHR +87%
11. $INTC +86%
12. $CRML +81%
13. $DOCN +78%
14. $NVTS +73%
15. $AMKR +71%

$AAOI $AEHR $AMKR $BE $COHR $CRML $DOCN $INTC $LITE $NBIS $NVTS $PL $SNDK $TWST $WDC

TraderGoku @tradergokux · Apr 15

Lockout rally🔒

TraderGoku: 当你还在试图预测指数的每一次波动，和试图去抓 $NKE 的底部时，那些已经上涨100%、500%的强势股还在延续它们的趋势，并不断加速，继续翻倍前进。
$GLW $UCTT $SNDK $AMKR $LWLG $LITE

$AMKR $GLW $LITE $LWLG $NKE $SNDK $UCTT

TraderGoku @tradergokux · Apr 13

简单模式：买入强势股回踩
困难模式：预测大盘明天涨还是跌
Choose your game.
$CRWV $NBIS $LWLG $POET $SNDK $ALMU

TraderGoku: 当你还在试图预测指数的每一次波动，和试图去抓 $NKE 的底部时，那些已经上涨100%、500%的强势股还在延续它们的趋势，并不断加速，继续翻倍前进。
$GLW $UCTT $SNDK $AMKR $LWLG $LITE

$ALMU $AMKR $CRWV $GLW $LITE $LWLG $NBIS $NKE $POET $SNDK $UCTT

TraderGoku @tradergokux · Apr 11

当你还在试图预测指数的每一次波动，和试图去抓 $NKE 的底部时，那些已经上涨100%、500%的强势股还在延续它们的趋势，并不断加速，继续翻倍前进。
$GLW $UCTT $SNDK $AMKR $LWLG $LITE

TraderGoku: 如果你想抓住一只 1000% 涨幅的股票，就去已经上涨 100% 的股票里找。
因为所有 1000% 的赢家，都必须先走完那第一个 100%。

别在弱势股里浪费子弹。强势股，才能带来复利。
$MU $SNDK $RKLB $PL $IREN $HOOD

$AMKR $GLW $HOOD $IREN $LITE $LWLG $MU $NKE $PL $RKLB $SNDK $UCTT

TacticzHazel @TacticzH · Mar 4

RT KaizenInvestor
I have written a full article on the AI chip supply chain.

The supply chain is structured into 4 different phases with 13 layers:

1. Raw Materials: $SHECY, $SUOPY, GlobalWafers, $WAF.DE, $SHWDF, $AXTI, $IQE
2. Manufacturing Equipment: $ASML, $ASM.AS, $AMAT, $LRCX, $KLAC
3. EDA & Core Intellectual Property: $SNPS, $CDNS, $ARM, $RMBS
4. Chip Design: $NVDA, $AMD, $INTC, $QCOM
5. Foundries: $TSM, Samsung Semiconductor, $SMIC
6. Memory and HBM: SK Hynix, Samsung Electronics, $MU
7. Packaging and OSAT: ASE Technology, $AMKR, JCET Group
8. Server and Rack Integration: $SMCI, $DELL, $HPE, Foxconn
9. Networking Silicon: $AVGO, $MRVL, $CSCO, $ANET
10. Photonics and Optical Components: Ayar Labs, $ALAB, $CRDO, $COHR, $LITE
11. Power, Thermal management and Grid: $VRT, $MOD, $NVT, $SU.PA, $IREN, $CIFR
12. Hyperscalers: $AMZN, $GOOGL, $MSFT, $META
13. AI Storage, platforms and Data: VAST data, Weka, NetAPP, $PLTR, Blue Yonder, $KXSCF

The article covers it all.

KaizenInvestor: http://x.com/i/article/2029218092270628864

$ALAB $AMAT $AMD $AMKR $AMZN $ANET $ARM $ASM $ASML $AVGO $AXTI $CDNS $CIFR $COHR $CRDO $CSCO $DELL $GOOGL $HPE $INTC $IQE $IREN $KLAC $KXSCF $LITE $LRCX $META $MOD $MRVL $MSFT $MU $NVDA $NVT $PLTR $QCOM $RMBS $SHECY $SHWDF $SMCI $SMIC $SNPS $SU $SUOPY $TSM $VRT $WAF

amit @amitisinvesting · Feb 11

RT Stock Talk
In October of last year I began 'Equity Edge' with @amitisinvesting

Since then, I've pitched 6 stocks:

Oct 8 - $AMKR @ $30 & $PLAB @ $23
Oct 15 - $ENS @ $120
Oct 21 - $GXO @ $55
Nov 5 - $VIAV @ $17
Dec 10 - $THR @ $38

All 6 stocks are higher today, up by an average of +52%

$AMKR $ENS $GXO $PLAB $THR $VIAV

TacticzHazel @TacticzH · Jan 30

$AMAT $AMD $AMKR $ASML $BESI $CDNS $HXSCL $INTC $KLIC $MRVL $MU $NVDA $RMBS $SNPS $SSNLF $TSM

amit @amitisinvesting · Jan 15

BREAKING: President Trump is lowering tariffs to 15% from Taiwan. In return, Taiwan is pledging $250B in chip related investments.

TSMC had one of their best earnings in history today, increasing revenue guidance by $2B and gross margins by 5%.

The onshoring trade to bring more chip manufacturing to the United States continues to be on and with the increased demand from TSM (stretching to 2029) it seems like the broader AI theme continues to be intact.

$TSMC $AMKR $INTC $NVDA $AMD

$AMD $AMKR $INTC $NVDA $TSMC

amit @amitisinvesting · Jan 12

$TSM $AMKR $INTC

- The U.S. is nearing a trade deal with Taiwan to cut tariffs and secure more TSMC investment.

- TSMC would build at least five additional semiconductor fabs in Arizona.

- The deal would lower tariffs on Taiwan’s exports to about 15%, per NYT.

Trump is serious about bringing back more chip manufacturing to the US…hard to fade the on-shoring trade if we think overall chip demand goes higher. A portion of that demand will be met in the US.

$TSM now $1.7T market cap, +1.5%

$AMKR $INTC $TSM