$VSH 0.34 Weak

Notable posts

• @Venu_7_ bullish 147 eng

  Semiconductor names have gone through one of the biggest resets in this correction. The majority of these names are now testing their 200-day moving averages while continuing to post strong earnings beats and, in many cases, raised guidance. Technically, the charts are still damaged and will need time to repair. But the important thing is that many are holding their 200-day moving averages which is a very important level. Fundamentally, If you look at EPS growth estimates over the next 2-3 years, semiconductor names still have some of the strongest growth in the market and remain the biggest beneficiaries of the AI infrastructure boom. $NVDA $AVGO $FORM $CLS $CRDO $ALAB $COHR $LITE $COHR $MRVL $LRCX $AMD $TSM $BE $MU $SNDK $DRAM $VSH $TSEM $VICR $ANET $APH $GLW $DELL $HPQ

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• @WOLF_Financial neutral 97 eng

  Leopold Aschenbrenner's Situational Awareness just submitted their 13F filing which shows that their portfolio looked like as of the end of Q2 This is what they held - SanDisk $SNDK: 2,495,344 shares, $5.7B - Micron $MU: 4,828,786 shares, $5.6B - Bloom Energy $BE: 6,272,808 shares, $1.9B - Taiwan Semiconductor $TSM: 2,649,035 shares, $1.3B - Nebius Group $NBIS: 4,464,260 shares, $1.2B - CoreWeave $CRWV: 7,479,558 shares, $0.7B - Core Scientific $CORZ: 26,008,473 shares, $0.7B - STMicroelectronics $STM: 7,802,700 shares, $0.6B - Applied Digital $APLD: 15,384,616 shares, $0.5B - Riot Platforms $RIOT: 17,100,000 shares, $0.5B - Sharonai Holdings: 5,396,127 shares, $0.5B - IREN $IREN: 9,474,099 shares, $0.4B - CleanSpark $CLSK: 12,276,139 shares, $0.2B - Keel Infrastructure: 26,451,393 shares, $0.2B - Solaris Energy Infrastructure $SEI: 1,129,621 shares, $0.1B - Whitefiber: 1,757,600 shares, $0.1B - Bitdeer Technologies $BTDR: 3,439,450 shares, $0.05B - T1 Energy $TE: 4,900,000 shares, $0.05B - Hive Digital Technologies $HIVE: 9,133,726 shares, $0.03B - Babcock & Wilcox Enterprises $BW: 2,027,451 shares, $0.03B - ProPetro Holdings $PUMP: 1,960,382 shares, $0.03B - Vishay Intertechnology $VSH: 375,000 shares, $0.02B - Cerebras Systems $CBRS: 10,000 shares, $0.002B Call options: - Bloom Energy calls $BECALL: 145,800 contracts, $0.04B - Taiwan Semiconductor calls $TSMCALL: 50,000 contracts, $0.02B Put options: - Infosys puts $INFYPUT: 500,000 contracts, $0.005B

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