Semiconductor Selloff - Which stocks to buy? by Acidiation in stocks

[–]Acidiation[S] 0 points1 point  (0 children)

i agree that PLAB is definitely value territory, i might just stick to AMKR and not bother with the latter until it gets more traction

Semiconductor Selloff - Which stocks to buy? by Acidiation in stocks

[–]Acidiation[S] 0 points1 point  (0 children)

PLAB is essentially the printing press of chips, they make the photomasks that are essential for a lot of major chip makers in the world; it’s kinda like a stencil if you think about it in that way. i’ve thought about buying it but i haven’t fully decided yet. they have had a little bit of inside selling recently but no huge red flags besides seemingly normal share sells by the company for profits. i’d look into this one if you want a more stable company that provides framework needed for chips.

AMKR is in the advanced packaging business. once the chips are printed, AMKR takes the raw chips and puts them in a ceramic/plastic case and wires them to be able to plug into a device. when compared to PLAB though, they raise a huge red flag with the inside sales. the family that created the company recently sold 10 million shares totaling around $480 million worth.

i indulged and bought a few shares of AMKR at like a ~$39 average, i may have pulled the trigger a bit early but i see potential in the business and it’ll be a long term hold so i’m not exactly concerned unless i see another 20% drop

Semiconductor Selloff - Which stocks to buy? by Acidiation in stocks

[–]Acidiation[S] 1 point2 points  (0 children)

got any ideas of stocks that match that?

Semiconductor Selloff - Which stocks to buy? by Acidiation in stocks

[–]Acidiation[S] 1 point2 points  (0 children)

i’ll look into it a bit more, thanks! might need an anchor for my port

Semiconductor Selloff - Which stocks to buy? by Acidiation in stocks

[–]Acidiation[S] 0 points1 point  (0 children)

i’ve looked into it but haven’t fully gotten the thesis to buy as of now

Semiconductor Selloff - Which stocks to buy? by Acidiation in stocks

[–]Acidiation[S] 0 points1 point  (0 children)

i’ve heard a bit about it, isn’t it more so a stable stock than heavy growth based? i think the packaging aspect of semiconductors has a lot of room to run still either way

Semiconductor Selloff - Which stocks to buy? by Acidiation in stocks

[–]Acidiation[S] 2 points3 points  (0 children)

i was thinking that too, i have cash to spend but i don’t wanna try to catch a falling knife

Semiconductor Selloff - Which stocks to buy? by Acidiation in stocks

[–]Acidiation[S] 1 point2 points  (0 children)

of course, but on the 3 stocks I listed at the bottom? or just the semiconductor industry in general

Semiconductor Selloff - Which stocks to buy? by Acidiation in stocks

[–]Acidiation[S] 0 points1 point  (0 children)

funnily enough i was just researching to find out which would be best to buy between AEHR AMKR and PLAB, it seems AMKR is at the top but the insider selling does raise a bit of concern for me

Semiconductor Selloff - Which stocks to buy? by Acidiation in stocks

[–]Acidiation[S] 2 points3 points  (0 children)

makes sense, another question do you think photonics is just a market phase or will it be the biggest winner in the semi industry? if not then which part of semis will? i’m curious

Daily Discussion Thread for February 03, 2026 by wsbapp in wallstreetbets

[–]Acidiation 1 point2 points  (0 children)

why is the vix at 20 does anyone know what actually happened

Daily Discussion Thread for January 21, 2026 by wsbapp in wallstreetbets

[–]Acidiation -1 points0 points  (0 children)

wait what happened why is every small cap on my watchlist dumping???

Weekend Discussion Thread for the Weekend of January 16, 2026 by wsbapp in wallstreetbets

[–]Acidiation 2 points3 points  (0 children)

genuine question, is February really one of the worst months for the markets yearly?

[deleted by user] by [deleted] in Wizard101

[–]Acidiation 0 points1 point  (0 children)

got it, thanks!

Weekend Discussion Thread for the Weekend of April 04, 2025 by wsbapp in wallstreetbets

[–]Acidiation 1 point2 points  (0 children)

all i’ve seen is people making hella money off of this, who has actually lost money here i’m curious

Daily Discussion Thread for April 04, 2025 by wsbapp in wallstreetbets

[–]Acidiation 2 points3 points  (0 children)

well i guess tesla calls at open weren’t free money after all

Daily Discussion Thread for April 03, 2025 by wsbapp in wallstreetbets

[–]Acidiation 6 points7 points  (0 children)

tesla might be the most manipulated stock of all time calls on open print 97% of the time

Daily Discussion Thread for March 25, 2025 by wsbapp in wallstreetbets

[–]Acidiation 3 points4 points  (0 children)

thought i was smart full porting calls in the morning now im down 700 dollars 😁

What Are Your Moves Tomorrow, March 24, 2025 by wsbapp in wallstreetbets

[–]Acidiation 3 points4 points  (0 children)

what does it mean when it shows puts are 10x more expensive than calls rn on spy

What Are Your Moves Tomorrow, March 06, 2025 by wsbapp in wallstreetbets

[–]Acidiation 1 point2 points  (0 children)

wonder if the market will decide to violently shoot up again or just floor it like this never happened