HeyJaredDragon's Den Investing
Writing about technology, geopolitics, and stock picking. Ex Intel Corp individual investor sharing portfolio with full transparency.
- Indexed issues, last 90 days
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- Jul 6, 2026
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- Jul 6, 2026
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Q2 Results & Thoughts on Recent Semi Boom (opens the original)
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I’ve gotten a lot wrong this year. Once again semiconductors led markets in Q2, while my portfolio was mostly software which was one of the worst laggards. I sold Intel and AMD last year, and wrote about how I thought ASML was a bad stock — all terrible decisions. Geopolitics seemed to not matter to markets or to physical goods crossing borders despite tariffs and major wars, not what I expected either. Ultimately, the resilience of the global economy and the seemingly insatiable demand for AI i
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