聪哥说说
31 Posts
聪哥说说
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Block User
Open Trade
Occasional Trader
1.1 Years
11 Following
72 Followers
30 Liked
Posts
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·
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Bullish
SOX Index (SOXL benchmark underlying) all 30 constituent stocks (latest 2026) $SOXL
AI/compute chip design
1. NVDA NVIDIA AI GPU
2. AMD AMD CPU/GPU
3. AVGO Broadcom server networking chips
4. MRVL Marvell switch chip
5. ARM Arm CPU architecture IP
6. RMBS Rambus memory IP
Memory chips
7. MU Micron DRAM/NAND
3. Semiconductor foundry services
8. TSM TSMC ADR
9. GFS GlobalFoundries mature process foundry
Semiconductor equipment (upstream core)
10. ASML ASML lithography machines
11. KLAC KLA automated inspection equipment
12. AMAT Applied Materials deposition equipment
13. LRCX Lam Research etching machines
14. TER Teradyne semiconductor test equipment
15. NVMI Nova measurement equipment
5. Electronic materials/optics
16. ENTG Entegris electronic chemicals
17. COHR Coherent laser optical components
Analog/power chips
18. TXN Texas Instruments general-purpose analog
19. ADI Analog Devices high-precision analog
20. MPWR Monolithic Power Systems power IC
21. MCHP Microchip MCU microcontroller
RF/communications/automotive-grade chips
22. QCOM Qualcomm mobile baseband RF
23. NXPI NXP automotive MCU/RF
24. ON ON Semiconductor power semiconductor
25. SWKS Silicon Laboratories? (Skyworks?) RF front-end
26. QRVO Qorvo RF power devices
27. MTSI MACOM optical communication RF
High-speed interconnect / optical communication
28. ALAB Astera Labs high-speed SerDes
29. CRDO Credo high-speed data chips
Power semiconductors
30. NXPI NXP (automotive-grade leading)
SOX Index (SOXL benchmark underlying) all 30 constituent stocks (latest 2026) $SOXL
AI/compute chip design
1. NVDA NVIDIA AI GPU
2. AMD AMD CPU/GPU
3. AVGO Broadcom server networking chips
4. MRVL Marvell switch chip
5. ARM Arm CPU architecture IP
6. RMBS Rambus memory IP
Memory chips
7. MU Micron DRAM/NAND
3. Semiconductor foundry services
8. TSM TSMC ADR
9. GFS GlobalFoundries mature process foundry
Semiconductor equipment (upstream core)
10. ASML ASML lithography machines
11. KLAC KLA automated inspection equipment
12. AMAT Applied Materials deposition equipment
13. LRCX Lam Research etching machines
14. TER Teradyne semiconductor test equipment
15. NVMI Nova measurement equipment
5. Electronic materials/optics
16. ENTG Entegris electronic chemicals
17. COHR Coherent laser optical components
Analog/power chips
18. TXN Texas Instruments general-purpose analog
19. ADI Analog Devices high-precision analog
20. MPWR Monolithic Power Systems power IC
21. MCHP Microchip MCU microcontroller
RF/communications/automotive-grade chips
22. QCOM Qualcomm mobile baseband RF
23. NXPI NXP automotive MCU/RF
24. ON ON Semiconductor power semiconductor
25. SWKS Silicon Laboratories? (Skyworks?) RF front-end
26. QRVO Qorvo RF power devices
27. MTSI MACOM optical communication RF
High-speed interconnect / optical communication
28. ALAB Astera Labs high-speed SerDes
29. CRDO Credo high-speed data chips
Power semiconductors
30. NXPI NXP (automotive-grade leading)
AI/compute chip design
1. NVDA NVIDIA AI GPU
2. AMD AMD CPU/GPU
3. AVGO Broadcom server networking chips
4. MRVL Marvell switch chip
5. ARM Arm CPU architecture IP
6. RMBS Rambus memory IP
Memory chips
7. MU Micron DRAM/NAND
3. Semiconductor foundry services
8. TSM TSMC ADR
9. GFS GlobalFoundries mature process foundry
Semiconductor equipment (upstream core)
10. ASML ASML lithography machines
11. KLAC KLA automated inspection equipment
12. AMAT Applied Materials deposition equipment
13. LRCX Lam Research etching machines
14. TER Teradyne semiconductor test equipment
15. NVMI Nova measurement equipment
5. Electronic materials/optics
16. ENTG Entegris electronic chemicals
17. COHR Coherent laser optical components
Analog/power chips
18. TXN Texas Instruments general-purpose analog
19. ADI Analog Devices high-precision analog
20. MPWR Monolithic Power Systems power IC
21. MCHP Microchip MCU microcontroller
RF/communications/automotive-grade chips
22. QCOM Qualcomm mobile baseband RF
23. NXPI NXP automotive MCU/RF
24. ON ON Semiconductor power semiconductor
25. SWKS Silicon Laboratories? (Skyworks?) RF front-end
26. QRVO Qorvo RF power devices
27. MTSI MACOM optical communication RF
High-speed interconnect / optical communication
28. ALAB Astera Labs high-speed SerDes
29. CRDO Credo high-speed data chips
Power semiconductors
30. NXPI NXP (automotive-grade leading)
283
·
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I am still bearish
I am still bearish
风哥研习社
·
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BullishThis is undoubtedly good news, is the trend about to reverse? #ETH
·
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Good news or bad news?
Good news or bad news?
大西瓜1
·
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Oh no, BlackRock has been at it for three days, and now it's time to increase the position in USDT again? Let's go with the flow.
1
1
1
·
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It doesn't feel strong enough, it's almost done
It doesn't feel strong enough, it's almost done
Temul
·
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BullishAre there any brothers with long positions on $ETH ? Should we take profits now?
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