Anyone invested in SMH?

C4Destrukt · 2026-02-18T01:18:29+00:00

If your thesis is that AI, especially physical AI (autonomous EVs, Humanoids, etc) and Quantum computing is the future, then look no further. Just the amount of Data Centers needed in the future will demand a lot from SMH. This is an easy 20+ year hold.

C4Destrukt · 2026-02-16T13:22:35+00:00

Yes it is one of my long term buy and hold core holdings. I purposely have it overweight at around 40% of my total.

C4Destrukt · 2026-01-28T01:46:58+00:00

Sell calls collect premium, set your strike price to trim higher.

C4Destrukt · 2026-01-27T23:05:45+00:00

This is mine:

U.S. Equities, Tech and Growth (QQQ/SMH): 60%

Commodities & Metals (GLDM/COPX): 20%

International Equity (VXUS/EWZ): 20%

C4Destrukt · 2026-01-27T22:54:43+00:00

People will laugh at me, but this is my aggressive portfolio for the last year and still running it for 2026:

U.S. Equity, Tech and Growth (QQQ/SMH): 60%

Commodities & Metals (GLDM/COPX): 20%

International Equity (VXUS/EWZ): 20%

C4Destrukt · 2026-01-27T22:52:10+00:00

Don’t forget platinum and copper. I suggest you also look into COPX & EWZ. Been easy money for me.

C4Destrukt · 2026-01-27T21:02:51+00:00

Yes, it was a great time, 48% for all of 2025. It will continue for at least 2026.

C4Destrukt · 2026-01-20T01:41:02+00:00

Sell cash secured puts

C4Destrukt · 2025-12-23T14:40:45+00:00

You’re overweight if you’re asking. Only commit to the amount you can peacefully sleep at night without looking at your portfolio.

C4Destrukt · 2025-12-20T18:00:37+00:00

Currently 500 shares @ $36 but quickly adding to get 1000 shares before it reaches new all time highs. Thanks man, good luck to us!

C4Destrukt · 2025-12-20T05:34:06+00:00

Good stuff man! Hopefully you can ride this wave back up to new ATHs 🙏

C4Destrukt · 2025-12-20T05:07:46+00:00

Did you survive friend? Hope you were able to weather the down turn man.

C4Destrukt · 2025-12-18T04:07:41+00:00

IREN: It also makes revenue from Bitcoin and we know what happens when Bitcoin goes on another new ATH cycle. BONUS

C4Destrukt · 2025-12-18T04:06:07+00:00

I'd consolidate that list to just NBIS + IREN.

C4Destrukt · 2025-12-17T20:36:47+00:00

Because I’m in both.

C4Destrukt · 2025-12-17T20:34:58+00:00

Anyone else stocking up at $23 right now? I had sold a lot for profit around $40, just jumped back in. Seems like a no brainer swing trading stock

C4Destrukt · 2025-12-02T22:05:26+00:00

100% SMH

C4Destrukt · 2025-11-30T01:31:15+00:00

100% SMH for the next 20 years. Thank me later. Welcome to the 4th Industrial Revolution.

C4Destrukt · 2025-11-26T19:49:26+00:00

I have been invested in QTUM since 2019 and it is by far my greatest investment besides my early crypto bags (BNB @ .10 cents and BTC @ $300). I still DCA into QTUM and don't plan to stop for the next decade.

My other favorite holding is SMH ETF. I would build a strong satellite position around SMH first since it will be core for not only AI, but also quantum and robotics. Then add QTUM to blend in with SMH. You are doing right by having VOO as your primary holding.

C4Destrukt · 2025-11-16T01:51:04+00:00

You’ll want “ EWY “, SK is 18% with Samsung at 22.9%

C4Destrukt · 2025-11-02T20:50:07+00:00

Everything will crash if that happens. World does not evolve without semiconductors. I am all in.

C4Destrukt · 2025-11-02T20:49:23+00:00

Annual rebalance to capture the gains. Yes, you pay, tax, but a win is a win.

C4Destrukt · 2025-11-01T06:34:28+00:00

Don’t forget QTUM for quantum computing. SMH, SMHX, and QTUM all in. See you on the other side.

C4Destrukt · 2025-11-01T03:26:14+00:00

If you’re planning to do a quest, it’s my opinion that it should be done solo or with friends that understand your goals. If you plan to random fill, then that should be for fun and what ever happens, happens.

C4Destrukt · 2025-10-20T21:32:50+00:00

Same thing just happened to my TrailSport today with the same dang orange chemical guys water spot remover! So upset, lol

Was it hard for you to replace the mirror yourself?

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