r/wallstreetbets
I believe an AI/semiconductor run-up to earnings strategy will yield gains
Author plans to buy ARM, AMD, ALAB, and SNDK on dips ahead of earnings, expecting a 10% run-up based on MU's recent performance.
- AI and semiconductor stocks historically see a run-up leading into earnings.
- Recent sector pullback provides a good entry point while fundamentals remain unchanged.
- MU's recent earnings performance sets a positive precedent for similar stocks.
I am basing this mostly on MU‘s run-up and immediate gains after earnings. While this obviously doesn’t mean all MU-similar stocks will do the same, I do think it is worth the chance based on historical earnings trends. Luckily, the industry pulled back a lot yesterday while the fundamentals all stayed the same.
These are the four I plan on loading into this upcoming week, preferably on a red day, and holding in hopes they hit 10% up to or right after earnings:
|Stock|Expected Earnings|
|:-|:-|
|ARM Holdings|July 29, 2026 (expected)|
|:-|:-|
|Advanced Micro Devices|August 4, 2026 (expected) |
|:-|:-|
|Astera Labs|August 4, 2026 (expected) |
|:-|:-|
|SanDisk|August 13, 2026 (expected)|
|:-|:-|