- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
0
Posted on 2/9/26 at 11:46 am to PetroAg
quote:XLE is up 17% YTD.
I wouldn’t buy energy stocks until we get a few earnings with lower oil prices. Maybe Q3 of next year
Posted on 2/9/26 at 5:18 pm to TDFreak
quote:
XLE is up 17% YTD.
The top 2 holdings in the ETF, Exxon and Chevron make up 40+%.....any other ETF that's more diversified?
Posted on 2/9/26 at 10:15 pm to Cajun75
quote:There are others out there. I can’t remember what I saw before. But a quick search yielded GASFX VDE MPLX XOP LNGX
The top 2 holdings in the ETF, Exxon and Chevron make up 40+%.....any other ETF that's more diversified?
Posted on 2/10/26 at 7:16 am to cgrand
VG
Posted on 3/18/26 at 8:56 am to cgrand
quote:
PATH ZETA DOCN
my first two are sucking hind tit, but DOCN is on fire
over 80 this morning and hell yes
Posted on 3/18/26 at 9:11 am to AmIDonut
quote:Winner. That was too easy wasn't it?
MU
WDC
STX
SNDK
NVDA
AVGO
ASML
TSM
MRVL
LRCX
KLAC
ASTS
Posted on 3/18/26 at 9:22 am to bayoubengals88
maybe i'll tab up the leaderboard at end of each quarter.
Posted on 3/18/26 at 9:38 am to bayoubengals88
quote:
Winner. That was too easy wasn't it?
Couldnt decide so i just bought the etf SOXX @166. Got tired of trying to pick the right Semi stock. The only stock i own in this group is NVDA the rest are in that ETF.
Posted on 3/18/26 at 4:16 pm to cgrand
TDAY- hold for about a year. Your welcome
Posted on 3/18/26 at 4:20 pm to TigahsOnTop
Ok, what do you know............
I didn't even know it was publically traded.
I didn't even know it was publically traded.
Posted on 3/18/26 at 5:20 pm to bayoubengals88
quote:
Ok, what do you know........
I noticed they have 94% institutional ownership. Not sure what that means...
This post was edited on 3/18/26 at 5:21 pm
Posted on 3/18/26 at 5:36 pm to bayoubengals88
quote:
Ok, what do you know............ I didn't even know it was publically traded.
Ha. I’m getting my info from their largest shareholder (which should be pretty easy to find).
Extremely bullish for reasons I can explain if interested
This post was edited on 3/18/26 at 5:46 pm
Posted on 3/18/26 at 5:46 pm to TigahsOnTop
Please do
Posted on 3/18/26 at 7:37 pm to bayoubengals88
Some more names just for fun:
EWY
LITE
COHR
TSEM
GLW
AMKR
ASX
TER
FN
KEYS
OTC stocks
Advantest (ATEYY)
Tokyo Electron Limited (TOELY)
Kioxia (KXIAY)
Shin-Etsu Chemical (SHECY)
EWY
LITE
COHR
TSEM
GLW
AMKR
ASX
TER
FN
KEYS
OTC stocks
Advantest (ATEYY)
Tokyo Electron Limited (TOELY)
Kioxia (KXIAY)
Shin-Etsu Chemical (SHECY)
Posted on 3/18/26 at 7:57 pm to TigahsOnTop
quote:we would all love to hear more.
Extremely bullish for reasons I can explain if interested
Posted on 3/18/26 at 7:58 pm to AmIDonut
quote:I wish I had had the patience on this one last fall.
AMKR
I had quite a few $35 calls at one point.
Posted on 3/18/26 at 8:02 pm to AmIDonut
quote:What do you think of ADTN as a photonics adjacent play?
AmIDonut
How could LITE and COHR go more parabolic?!?
Posted on 3/18/26 at 8:06 pm to TigahsOnTop
quote:Leon Cooperman??
Ha. I’m getting my info from their largest shareholder (which should be pretty easy to find).
Posted on 3/18/26 at 8:49 pm to bayoubengals88
From Jensen Huang yesterday:
"the amount of silicon photonics technology capacity that we need is substantially higher than the world has today"
Nvidia invested 2 billion in each a couple weeks ago. Jensen is always ahead of the game in securing the supply chain.
AAOI is currently doing $134M in quarterly revenue and guided $4.5B in the full year 2027. It seems they have more execution risk, so I like the more established names more. Demand is through the roof.
I haven’t looked into ADTN much. Small market cap. It looks to have debt and margin issues, but I don’t know the background on it. I’ll look into it some more, but on the surface, it looks more risk than I want.
"the amount of silicon photonics technology capacity that we need is substantially higher than the world has today"
Nvidia invested 2 billion in each a couple weeks ago. Jensen is always ahead of the game in securing the supply chain.
AAOI is currently doing $134M in quarterly revenue and guided $4.5B in the full year 2027. It seems they have more execution risk, so I like the more established names more. Demand is through the roof.
I haven’t looked into ADTN much. Small market cap. It looks to have debt and margin issues, but I don’t know the background on it. I’ll look into it some more, but on the surface, it looks more risk than I want.
Page 4 of 5
Popular
Back to top
Follow TigerDroppings for LSU Football News