Chip stocks have been absolutely insane lately.
Feels like every dip gets bought immediately.
I still believe semiconductors are one of the strongest long-term sectors because of AI, cloud, automotive, and basically everything becoming more compute-heavy.
But I’m curious if people here still see upside from current levels or if things are getting overheated.
Feels like oil stocks only become popular after energy prices already spike.
Curious if anyone here is still accumulating oil names right now while sentiment is relatively mixed.
I know a lot of people hate the sector long term but some of these companies are printing cash.
What oil stocks are you guys watching and can you enlighten me a bit about it?
I don’t know if it’s just me but HTML5 ad production still feels stuck in like 2015.
Every campaign turns into the same loop. Design looks good, then suddenly you need 10+ sizes, then animation tweaks, then file weight issues, then QA, then something breaks on upload. And if you don’t know dev stuff, you’re basically stuck or relying on someone else.
I’ve tried a mix of tools and honestly none of them feel smooth end to end. Either they’re too design-focused or too dev-heavy.
Curious how you guys are handling this now. Are you outsourcing, using some platform, or just suffering through it?