$ASX 0.51 Developing

Notable posts

• @StockSavvyShay bullish 958 eng

  $NVDA AI dominance is creating a massive opportunity well beyond Nvidia itself as billions flow through foundry, HBM, testing, packaging and server assembly Here’s who has the most exposure to Nvidia today: • $TSM 37% • $SKHY 27% • $MU 14% • $TER 8% • $ASX 3% • $FN 1% • $AMKR 1% • $CSCO 1% I also think the wild part is that Nvidia now spends more on HBM than on the wafers themselves and roughly a quarter of its revenue equivalent on test equipment which says a lot about how important memory, yield and validation have become at these die sizes.

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• @Venu_7_ bullish 271 eng

  The market is quietly preparing for its next major window of opportunity. Why I think we’re getting close: - Nearly 4 months of consolidation - Breadth has continued to weaken - Sentiment has been terrible - More leaders are quietly building solid bases Pay attention to the leaders and ignore the noise for the next couple of months. AI Infra / Semis: $NBIS $SMTC $ASX $MXL $INTC $BE $GLW $ANET $APH $COHU $MRVL $AMD $NVDA $MU $SNDK $NTAP $FORM $IMOS $VIAV $CLS $KEYS $SKHY $VICR $HPQ $HPE $DELL $TER Software / AI: $SHOP $ZETA $CRM $NOW $PLTR $ABNB $FIVN $TEAM $TWLO $FROG $U $SNOW $DDOG Cybersecurity / Cloud: $CRWD $NET $FTNT $PANW $RBRK $S Crypto: HOOD MSTR IBIT ETHA COIN CRCL Do the homework now. When the window opens, you want to be ready to capitalize.

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• @Venu_7_ bullish 122 eng

  Don’t ignore these cups. Cup formations are one of the strongest technical patterns, and these are brewing much bigger moves. $NBIS $NVDA $COHU $ASX https://t.co/uOBkDjRxSz

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• @Venu_7_ bullish 95 eng

  Some of the cleanest cups in semi land aren’t the obvious names. $ASX - Advanced packaging + chip testing $IMOS - Memory packaging + testing $COHU - HBM + AI chip testing $SMTC - High-speed optical connectivity. Different parts of the AI chip stack. Same powerful theme. https://t.co/3MZBFrWtSL

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• @Venu_7_ bullish 95 eng

  Nasdaq $QQQ barely testing the 9-day EMA on the daily while still holding one of the best-looking bases + technical structures. Zoom out, find the RS names and use the weakness to your advantage. $NVDA $RBRK $CRWD $PANW $TEM $ZS $ASML $TSM $NBIS $COHU $VICR $FPS $HPE $CLS $ASX $IMOS $PLTR $MSTR $HOOD $SMTC $MRVL

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• @Venu_7_ bullish 49 eng

  $ASX - AI Advanced Packaging with a massive cup! World’s largest OSAT with 2.5D/3D + HBM integration + next-gen packaging. Q2 revenue +27% YoY while EPS nearly tripled. AI chips are getting more complex. Packaging becomes more valuable. https://t.co/EJgDhuFZLr

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• @TENETTRADEGROUP neutral 23 eng

  Tenet Pre-Market Movers July.09.26 $AEHR $ALNY $AP $SMPL $FCEL $AZZ $ASX $SNDK $GLSI $MARA $MU $BYRN $CBRS $AMAT $CECO $RMBS $BE $AMD $ENPH $IONS $RXT $MDA $AZN $LEVI $RDY $IBM $PLTR $META $PEP @ripster47 | @tenet_research | @TenetCharts https://t.co/koX2y94Wq9

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