The creator entered a long position on NBIS around a year ago, which has resulted in substantial gains.
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The creator discusses the recent surge in US semiconductor stocks, highlighting the SOX index's 17-day stre...
Low Key StonksApr 25, 2026
The creator discusses the recent surge in US semiconductor stocks, highlighting the SOX index's 17-day streak of gains and its position above the 200 DMA. They also mention Intel's recovery from the dot-com crash and its strong earnings, while drawing parallels between the current AI bubble and the dot-com bubble. The creator also lists upcoming semiconductor earnings reports and invites viewers to their Discord community.
Linked Mentions
Tickers discussed in this post
Arm Holdings is listed as a significant semiconductor company with upcoming earnings that investors should monitor.
Advanced Micro Devices is highlighted as a key semiconductor company to watch for its upcoming earnings report.
Monolithic Power Systems is identified as a company with upcoming earnings that investors should monitor.
Qualcomm is listed as a company with upcoming earnings to watch, suggesting potential investor interest.
NVIDIA is highlighted as a key company to watch for upcoming earnings on May 20th, indicating potential future price movements.
Intel's stock has recovered from the 2000 dot-com crash, with recent stellar earnings driving a significant price increase, indicating a strong bullish recovery.
The SOX index is experiencing an unprecedented 17-day streak of gains, trading 43% above its 200 DMA, which the creator notes is an all-time record and potentially unsustainable.