Hello everyone! Today i want to share some trading ideas with you!
1
$ASML Holding NV(ASML)$ makes the machines that every advanced AI chip depends on and just raised its 2026 outlook for the second time this year.
When $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ $SK hynix(SKHY)$ and $Micron Technology(MU)$ place orders with ASML they're effectively voting on the amount of advanced chip capacity they expect to need several years from now.
With logic and memory now growing together, ASML is becoming the toll road for both the AI chips and the HBM surrounding them.
2
$Eos Energy Enterprises Inc.(EOSE)$ secured a multi-million-dollar Golden Dome defense contract to supply its zinc-based long-duration energy storage systems for U.S. military infrastructure.
Initial deployment will use Eos’ U.S.-built Z3 system manufactured in Pittsburgh with ~91% domestic content.
3
$AST SpaceMobile, Inc.(ASTS)$ has issued ~$3.5B of convertible notes over the past year and institutions keep showing up because its contracted backlog and 60 mobile network partnerships cover more than 3B subscribers.
That scale is why connectivity is the monetization layer of the space economy and AST remains the purest way to play that opportunity.
I’ll be adding to my position tomorrow.
4
$NVIDIA(NVDA)$ CEO Jensen Huang denies reports of Vera Rubin delays and says the next-generation platform is “already in production.”
He says “giant amounts” of hardware are incoming as Nvidia prepares for a major production ramp.
5
Painful day for $PayPal(PYPL)$ shareholders as the company lets Stripe acquire valuable assets like Venmo and Braintree at an all-time-low valuation of just 10x forward earnings.
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