$ASML 0.49 Noisy

Notable posts

• @StockSavvyShay neutral 3410 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $51 • $NBIS $177 • $CIFR $17 • $CRWV $100 AI Power • $EOSE $7 • $BE $237 • $NVTS $22 • $VRT $282 AI Hardware • $NVDA $192 • $TSM $408 • $ASML $1,618 • $MU $730 AI Applications • $PLTR $129 • $NOW $109 • $CRWD $598 • $SNOW $181 AI Connectivity • $AVGO $377 • $ALAB $305 • $CRDO $195 • $MRVL $236 Space • $RKLB $106 • $ASTS $89 • $PL $31 • $BKSY $32 Quantum • $IONQ $52 • $RGTI $15 • $QBTS $20 • $INFQ $13 Drones • $ONDS $10 • $AVAV $175 • $KTOS $52 • $UMAC $24 Nuclear • $OKLO $50 • $UUUU $12 • $GEV $906 • $LEU $151 Photonics • $AAOI $164 • $LITE $698 • $COHR $283 • $AEHR $76 CPU Bottleneck • $AMD $383 • $INTC $91 • $ARM $299 • $AMKR $57 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $394

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• @StockSavvyShay neutral 2207 eng

  $ASML is bringing Elon Musk into a closed-door employee conference to discuss the $55B $TSLA and $SPCX Terafab project. Terafab would target leading-edge 2nm chips for AI, robotics and space compute. https://t.co/uC102jCzAA

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• @StockSavvyShay neutral 1956 eng

  SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ALAB ~2.9x • $ARM ~2.4x • $INTC ~2.2x • $LRCX ~2.2x • $KLAC ~2.0x • $AMAT ~1.7x • $ASML ~1.7x • $ANET ~1.7x • $TSM ~1.2x • $LITE ~1.1x • $COHR ~1.0x • $CRDO ~0.9x • $NVDA ~0.8x • $AMD ~0.7x • $AAOI ~0.7x • $MRVL ~0.6x • $ON ~0.6x • $AVGO ~0.6x • $SNDK ~0.4x • $MU ~0.4x

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• @amitisinvesting neutral 1634 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month-to-date through the first half of the month, its worst stretch since April 2009. Morgan Stanley’s Tech Momentum Index is also seeing its sharpest breakdown on record, with its 17-day rate of change down 35%, the worst move in its 27-year history. But the broader market is holding up better, with the S&P 500 green today as hyperscalers rallied, showing the market may be broadening out beyond the hardest-hit momentum names. 2. PPI came in cooler than expected across the board. Headline PPI was 5.5% YoY vs 6.2% expected, while PPI fell 0.3% MoM vs expectations for 0.0%. Core PPI was 4.7% YoY vs 5.1% expected, with Core PPI rising 0.2% MoM vs 0.3% expected. 3. The top 10 most active options today by contracts traded were $NVDA with 3.7M contracts, $TSLA with 2.8M contracts, $AAPL with 2.5M contracts, $MU with 1.1M contracts, $AMZN with 1.0M contracts, $MSFT with 895K contracts, $META with 815K contracts, $INTC with 754K contracts, $GOOGL with 717K contracts, and $SPCX with 506K contracts. 4. Nvidia $NVDA is expanding its Toyota partnership beyond autonomous driving, supplying AI hardware and software for smart cities, traffic systems, and factories. Toyota will use Nvidia technology in Woven City, along with Omniverse for assembly-line digital twins, Isaac robotics, and Nemotron LLMs. 5. CoreWeave $CRWV is exploring financial hedges to protect against a future decline in memory and storage chip prices, per Reuters. Put options and other derivative instruments have reportedly been discussed, though talks are still early and no hedges have been executed. The issue: AI cloud providers have signed long-term supply deals with companies like Micron and SanDisk that include price floors for DRAM and storage chips. That protects chipmakers if prices fall, but could leave cloud buyers stuck paying above-market rates. 6. Anthropic is preparing investor meetings ahead of a potential IPO as soon as October, per Bloomberg. Morgan Stanley, Goldman Sachs, and JPMorgan are reportedly working on the listing. The Claude maker was valued at $965B after its May funding round, reportedly surpassing OpenAI. 7. Stripe and Advent have reportedly offered to buy PayPal $PYPL for $60.50/share, valuing the company at more than $53B, per Reuters. The offer is backed by roughly $50B in committed bank financing. Stripe and Advent would jointly own PayPal with equal stakes, rather than breaking the company up. 8. Apple $AAPL is reportedly looking at AI chip acquisitions to strengthen its server-chip strategy, per The Information. The company has spoken with bankers and approached semiconductor startups as its current M2 Ultra-based AI servers struggle with more advanced AI workloads. Apple is also relying on Nvidia chips inside Google Cloud for heavier tasks, including parts of the revamped Siri. A future Apple AI server chip, code-named Baltra, was expected this year but has reportedly been delayed. 9. Nokia $NOK will begin selling Nvidia-powered AI mobile network gear starting in 2027. The new AI-driven RAN platform is expected to improve spectrum efficiency by 50% next year and allow operators to transmit 2x more data over the same airwaves by 2028. The platform will also support software upgrades toward 6G and work with Open RAN standards. 10. Nebius $NBIS introduced an asset-light AI cloud model built through infrastructure partnerships. Under the model, partners will finance, own, and operate the data centers and hardware, while Nebius provides the architecture, software stack, supply-chain access, and sells the capacity through its own sales team. Nebius expects to generate revenue through revenue-sharing, licensing fees, commissions, and committed capacity agreements, with minimal incremental capital required. 11. ASML $ASML reported a massive Q2 beat and raised FY26 guidance. Net sales came in at €9.33B vs €8.85B expected, EPS was €7.59 vs €6.90, and gross margin reached 54.0% vs 52% expected. ASML said customers are accelerating capex plans, visibility is stronger than usual, and it is already close to receiving all required 2027 EUV orders. Memory is expected to drive major growth, with FY26 memory revenue up roughly 75%, EUV revenue up 45%, and Installed Base Management revenue up more than 30%. The company also said its updated guidance includes expected demand from Elon Musk’s Terafab project, with ASML expecting to collaborate with Musk’s team as AI drives more advanced Logic and Memory lithography demand. 12. Leveraged ETFs are flooding the U.S. market. There are now a record 700 U.S.-listed leveraged ETFs, more than twice the count at the end of 2024, with 400+ tied to individual stocks. Roughly 210 new leveraged funds have launched this year, already exceeding the ~205 launched during all of 2025. Leveraged and inverse products represented 31% of U.S. ETF launches in the first half of 2026, up from 22% last year. June alone saw 117 leveraged or inverse ETF debuts, nearly half of all 239 ETFs launched in the U.S. that month. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @StockSavvyShay neutral 1611 eng

  HOW SEMICONDUCTORS ARE PRICED ON 2027 EARNINGS • $INTC 53x • $ALAB 47x • $ANET 39x • $AMD 36x • $MRVL 36x • $ASML 28x • $KLAC 26x • $LRCX 25x • $AMAT 24x • $COHR 23x • $LITE 23x • $AAOI 23x • $TSM 20x • $CRDO 18x • $AVGO 18x • $ON 15x • $NVDA 14x • $SNDK 7x • $MU 6x • $SKHY 4x

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• @StockSavvyShay neutral 1430 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $31 • $NBIS $160 • $CIFR $17 • $CRWV $67 AI Power • $EOSE $3 • $BE $192 • $NVTS $8 • $VRT $245 AI Connectivity • $AVGO $368 • $ALAB $251 • $CRDO $183 • $MRVL $168 AI Hardware • $NVDA $190 • $TSM $377 • $ASML $1,713 • $MU $672 AI Applications • $PLTR $131 • $NOW $101 • $CRWD $196 • $SNOW $259 Physical AI • $TSLA $369 • $AMZN $245 • $GOOGL $335 • $VPG $84 Space • $RKLB $56 • $ASTS $47 • $PL $20 • $RDW $8 Quantum • $IONQ $26 • $RGTI $13 • $QBTS $16 • $INFQ $8 Drones • $ONDS $6 • $AVAV $99 • $KTOS $42 • $MRCY $92 Nuclear • $OKLO $33 • $UUUU $8 • $GEV $906 • $LEU $132 Photonics • $AAOI $87 • $LITE $636 • $COHR $311 • $AEHR $66 CPU Bottleneck • $AMD $467 • $INTC $88 • $ARM $242 • $AMKR $57

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• @StockSavvyShay bullish 1405 eng

  AI suppliers are on pace to generate massive profits over the next three years: • $NVDA ~$1.1T • Samsung ~$807B • SK Hynix ~$611B • $MU ~$356B • $TSM ~$354B • $AVGO ~$342B • $AMD ~$74B • $ASML ~$63B • $AMAT ~$42B • $QCOM ~$41B • $INTC ~$31B • $MRVL ~$21B

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• @StockSavvyShay neutral 1400 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $92 • $ASTS $90 • $PL $32 • $RDW $12 Quantum • $IONQ $55 • $RGTI $19 • $QBTS $20 • $INFQ $13 Drones • $ONDS $9 • $AVAV $169 • $KTOS $52 • $MRCY $104 Nuclear • $OKLO $50 • $UUUU $15 • $GEV $906 • $LEU $182 Photonics • $AAOI $160 • $LITE $825 • $COHR $369 • $AEHR $110 CPU Bottleneck • $AMD $512 • $INTC $125 • $ARM $420 • $AMKR $83 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $397 AI Utilities • $IREN $56 • $NBIS $206 • $CIFR $17 • $CRWV $111 AI Power • $EOSE $7 • $BE $265 • $NVTS $24 • $VRT $282 AI Hardware • $NVDA $192 • $TSM $437 • $ASML $1,732 • $MU $1,013 AI Applications • $PLTR $121 • $NOW $95 • $CRWD $624 • $SNOW $181 AI Connectivity • $AVGO $368 • $ALAB $372 • $CRDO $262 • $MRVL $292

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