SM
R500#435 today
$37.71
-1.33% today · +1.70% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Underperforming without a clear catalyst yet
- SM −1.33% on the last session vs SPY −0.00%: −1.3 pts of stock-specific move.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Mentions · past hour
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Mentions · 24 hours
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Mentions · 7 days
10
80% positive
Avg sentiment · 24h
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per mention, −1 to +1
What Reddit is saying
Not enough discussion in the past week.
Top comments
Most recent
It's over. Done with. Terminated. Donezo.
52 week lows? What are you buying, SMCI?! SPY isn't even at a *two* week low.
11 hours ago
What are your moves tomorrow, October 15th, 2026
Maybe, I do believe we oversold in fears of PPI being too high. Market always positions for the worst case and then looks for proof to move ahead. If PPI comes out good and TSM beats and guides for more demand I think we recover. It's the only reason I haven't rolled down my NBIS puts yet.
21 hours ago
Weekly Earnings Thread Oct 12 - Oct 16, 2026
Has SMCI improved their output rate? If so I can see room to recover after MU and SNDK finish getting the shit kicked out of them.
1 day ago
What are your moves tomorrow, October 14th, 2026
ASML has like a monopoly with TSM on the machines that make semiconductors. They are quiet important.
3 days ago
Retiring in 8 to 10 years, going 80% S&P 500 / 8% QQQ / 6% SMH / 6% single stocks. Rate it.
If you're going risk-on, just VOO it up, or if you're looking for a reason to actively oversee it, 90%+ VOO with a splash of individual SMH components. … Otherwise, you're better off derisking from the S&P, not leaning into it.
NVDA: 8% of S&P 500, 9% of QQQ, 22% of SMH, 100% of NVDA. Numbers not exact but watch for concentration risk.
Good old days
Came true for semis but not going to last through Monday. INTEL going to start pumping before earnings with help from ASML and TSM.
Feel free to roast my investment portfolio. What would you change?
I'd keep Bitcoin at about 10-12% and trim a little from VT, then add a 3-5% position in a high-quality semiconductor ETF like SMH or a diversified tech ETF like QQQ. … To hedge against a 40-50% market drop, put a small cush-er in a low-volatility bond or money-market UCITS-compliant fund--those are hard to liquidate but provide a safety net while you still chase upside.
6 days ago
Would you enter IREN at 36?
IMO, there are much better opportunities if you want to play for a bounce. … Stocks with the highest relative strength are more likely to resume their strength than IREN.
Daily Discussion Thread for October 8, 2026
APLD, IREN, AAOI, KEEL, SMCI, WULF, HUT and many many more are being discounted today...very nice sale, I'm shopping, and buying here.