AI Trade Cools: SOX Drops 4.3%, TSMC Net Profit Surges 77% Yet Closes Lower

AI Trade Cools: SOX Drops 4.3%, TSMC Net Profit Surges 77% Yet Closes Lower — Hardware Oversold?

US AI trades broadly sold off Thursday: Nasdaq −1.47%, SOX −4.3%, TSMC closing lower despite Q2 net profit +77% YoY; memory, storage, and chips hit hard as VIX jumped 6.76%. But ASML's raised guidance shows AI-compute demand stays firm. The fear isn't collapsing demand — it's when hyperscaler capex becomes revenue and cash flow. As earnings beats fail to move stocks, the AI trade may be shifting from "chasing hardware" to "validating returns." Profit-taking, or a real capex inflection?

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PawsAndProfits

09:17

A influx of liquiditiy coming this week? How is it going to fair with rising inflation risk?

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ Will inflation finally be unveiled as it has been overshadowed by the insane bullish run by technology sector over the past few months? Major semiconductor and AI related stocks all took a massive hit over the past two weeks, suffering a significant correction. Let’s see if it will recover this coming week. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]

A influx of liquiditiy coming this week? How is it going to fair with rising inflation risk?

Optionspuppy

07-19 22:50

🐶 Options Puppy 101: Why I Chose to Sell the NVIDIA $195 Cash-Secured Put (Educational Case Study)

🐶 Options Puppy 101: Why I Chose to Sell the NVIDIA $195 Cash-Secured Put (Educational Case Study) Disclaimer: This article is for educational purposes only and explains one possible way an investor might think about a trade. It is not financial or investment advice. Every investor should do their own research and understand the risks before trading options. 📈 Introduction On 16 July, I sold one NVIDIA (NVDA) put option with a $195 strike price and an expiration date of 28 August 2026, collecting a premium of $6.40 per share, or $640 before commissions (one U.S. options contract represents 100 shares). This was not a random decision. Before placing the trade, I looked at the stock chart, moving averages, price action, and my own willingness to own NVIDIA shares if the option were assigned.

🐶 Options Puppy 101: Why I Chose to Sell the NVIDIA $195 Cash-Secured Put (Educational Case Study)

LazyCat Invests

07-19 20:06

Tiger BOSS Debit Card Epic Rewards

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koolgal

07-19 17:20

🌟🌟🌟I like $WUXI BIO(02269)$ as it is China's largest biologics company and one of the top 5 in the world specialising in contract research, development and manufacturing in this sector. WuXi Biologics is expanding with new facilities in Ireland, US, Chengdu and Singapore. WuXi Biologics has strong financial momentum with revenue growing 16.7% YoY in 2025 and net profit up 17.9% YoY. It has also seen explosive growth in Bi and multi specific antibody revenue with revenue increasing by 120% YoY, representing 20% of total revenue. I believe that WuXi Biologics has lots of exponential growth ahead in the future and would be a great stock to add to my watch

Optionspuppy

07-17 22:03

🎓 Macquarie Warrants 101 – What I Learned After Receiving a S$20 Seminar Voucher TigerTrade

🎓 Macquarie Warrants 101 – What I Learned After Receiving a S$20 Seminar Voucher Congratulations on receiving the S$20 Macquarie Stock Cash Voucher after attending the seminar! It is a nice way to encourage participants to learn about structured warrants before trading. ⸻ 🌟 Some Popular Macquarie Warrants Macquarie issues warrants on many well-known stocks and indices. Popular examples include: * Alibaba – Call and Put Warrants (e.g. JCJW Put) * BYD – Call and Put Warrants (e.g. OPCW Call) * Hang Seng Index (HSI) – Call and Put Warrants * Nasdaq-100 – Call Warrants (e.g. EFKW) * Nikkei 225 – Call and Put Warrants (e.g. YHSW) * Meituan * Tencent * Xiaomi * Bilibili These are among the more actively followed Macquarie warrants on SGX. ⸻ 📈 How Do Call Warrants Work? A Call Warrant is generall

🎓 Macquarie Warrants 101 – What I Learned After Receiving a S$20 Seminar Voucher TigerTrade

TrendSpider

07-17 14:07

AI Bubble is Near the Corner of Cliff?

Hello everyone! Today i want to share some technical analysis with you! 1 Robinhood $Robinhood(HOOD)$ now nearly back into the top 20% of $SPDR S&P 500 ETF Trust(SPY)$ performers 👀 2 Trump speech right as the Qs are sitting on the 50 EMA? This could get interesting... 🍿 $Invesco QQQ(QQQ)$ 3 Oh dear god 🩸 $AST SpaceMobile, Inc.(ASTS)$ 4 OUCH 🩸 $Netflix(NFLX)$ getting smoked, now down -8.6% 5 Worst losing streak for Micron $Micron Technology(MU)$</

AI Bubble is Near the Corner of Cliff?

天天是周末

07-17

TSMC Earnings: What the News Headlines DIDN'T Tell You... 🤫

Do you watch the $Taiwan Semiconductor Manufacturing(TSM)$ earnings call on Thursday? If you only read the news headlines, you missed the best parts. While waiting for the conference Let’s talk raw numbers: Net Income & EPS: Up a massive 77.4% YoY, entirely wiping out the Street's conservative modeling. Gross Margin: A massive 67.7%. In an environment plagued by global inflation and high supply chain costs, capturing that level of profitability is pure monopoly. Here is the real drama that happened behind. 1. AI bubble fears? 💥 When analysts asked CEO C.C. Wei to give an exact number for AI growth, he said AI demand is getting "stronger and stronger and stronger!" He is so confidence. He sees the order books all the way to 2030. The AI bubble f

TSMC Earnings: What the News Headlines DIDN'T Tell You... 🤫

Lanceljx

07-16

The pressure is now squarely on TSMC. ASML has effectively told the market that customers are still ordering advanced chipmaking equipment aggressively, with Q2 revenue and profit beating expectations and 2026 guidance raised to €43 to €45 billion. Even more importantly, management said AI customers continue to accelerate capacity expansion. The question is no longer whether AI demand exists. It is whether TSMC can show that wafer demand is translating into sustained, profitable production. There are four numbers I would watch: 2026 revenue guidance. Any increase would reinforce the AI investment thesis. Capital expenditure. If TSMC raises capex again, it suggests customers such as Nvidia, AMD, Apple and Broadcom continue to reserve future capacity. Gross margin. Investors want to se

Kekemon

07-16

Confirmed Can. Let's Watch it.

Tiger_comments

07-16

TSMC Profit Jumps 77%, ASML Raises Its Outlook: How Much Further Can the AI Hardware Expansion Run?

$Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ TSMC and ASML have delivered another strong signal for the AI semiconductor cycle. TSMC reported second-quarter revenue of $40.2 billion, a gross margin of 67.7%, and net profit growth of 77.4% year over year. ASML, meanwhile, raised its 2026 revenue outlook from €36 billion–€40 billion to €43 billion–€45 billion, while preparing to expand EUV and immersion DUV capacity again in 2027 and 2028. Together, the two earnings reports confirm that demand for AI chips, advanced process nodes, HBM and semiconductor equipment remains strong. The next question is moving downstream: Can Microsoft, Alphabet, Meta and Amazo

TSMC Profit Jumps 77%, ASML Raises Its Outlook: How Much Further Can the AI Hardware Expansion Run?

Trend_Radar

07-16

$PYPL Soars 17% as Reported Stripe Buyout Bid Sparks Breakout 🚀

$PayPal(PYPL)$ $PayPal(PYPL) Rockets +17.20%: Acquisition Rumors Ignite Breakout, Eyes on $60.50 Bid 🚀💰 Latest Close: PYPL closed at $55.52 on July 16, 2026, surging +17.20%. It's now $23.98 (-30.2%) below its 52-week high of $79.50. Core Market Drivers: 🔥 The massive rally is fueled by a Reuters report that payment giant Stripe, in partnership with private equity firm Advent International, has made a $53B+ acquisition offer for PayPal at $60.50 per share. This news has triggered intense speculative buying and a potential short squeeze. Technical Analysis: 📊 Volume exploded to 90.99M shares (Volume Ratio: 7.70), indicating massive institutional interest. The MACD shows a strong bullish crossover with DIF at 1.58, DEA at 0.58, and M

$PYPL Soars 17% as Reported Stripe Buyout Bid Sparks Breakout 🚀

LanlanCC

07-16

ASML Q2 system equipment sales reached 6.56 billion euros, with a total of 91 photolithography machines sold (86 new products, 5 second-hand). By application end, logic chips account for 51% and memory account for 49%, indicating that the demand for HBM on AI servers is crazily devouring production capacity

LanlanCC

07-16

ASML CEO Christophe Fouquet's comments at the performance meeting were highly offensive: "Memory customers are stepping up their bookmaking production, and there is an extreme shortage of DDR and HBM, driving up 75% of memory revenue this year."

SG DLC News

07-16

DLC Weekly Recap | Top Gainers & Losers

For period 9 to 15 July 2026: Top gainer for the week is $Baidu 5xShortSG270930(V2UW.SI)$ which gained 43% as $BIDU-SW(09888)$ slumped 8.6% over the same period. Another notable gainer is $SiMSCI 7xLongSG281218(5U8W.SI)$ as the $MSCI Singapore Index - main 2607(SGPmain)$ continued to notch new record highs, driven by DBS, OCBC, and UOB’s rallies. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (

DLC Weekly Recap | Top Gainers & Losers

FIRSTTIME

07-16

Turning my $25 into a high-momentum AI bucket! Just split my balance across $MU, $NVDA, $CRDO, and $NBIS using fractional shares. Targeting that 100% gain but keeping a tight 10% stop-loss just in case. Who else is riding the semiconductor wave this month? 🚀

highhand

07-15

$ASML Holding NV(ASML)$ It's gonna boomz for a while longer... But I exited ready.

Semi_Dig

07-15

ASML Just Sent Another Bullish Signal for the AI Supply Chain

$ASML Holding NV(ASML)$ delivered another strong quarter. Revenue and earnings both came in ahead of expectations, and management raised full-year guidance for the second time this year. On the surface, this looks like another solid earnings report. But the bigger takeaway isn't about ASML alone. It's about what its results are telling us about the next phase of the AI infrastructure cycle. Equipment Makers Don't Tell You Who Wins. They Tell You How Long the Cycle Can Last. Unlike chip designers, ASML doesn't compete for AI market share. Its business sits much further upstream. That makes its guidance one of the clearest indicators of whether semiconductor manufacturers are still expanding capacity. When an equipment supplier sees accelerating dem

ASML Just Sent Another Bullish Signal for the AI Supply Chain

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Let’s see if it will recover this coming week. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]","images":[{"img":"https://community-static.tradeup.com/news/ed3a4567eb38f891a841bd28431342ca","width":"924","height":"498"},{"img":"https://community-static.tradeup.com/news/599c1d13a2286c4303a756a844d93300","width":"969","height":"438"},{"img":"https://community-static.tradeup.com/news/ee6512b31d0b348afb5263df64c2f7a6","width":"978","height":"505"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587694733559048","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":587540028113712,"gmtCreate":1784472614444,"gmtModify":1784473152414,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://static.tigerbbs.com/caf34258aff8afe478620b82647f1199","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4089501973615070","idStr":"4089501973615070"},"themes":[],"title":"🐶 Options Puppy 101: Why I Chose to Sell the NVIDIA $195 Cash-Secured Put (Educational Case Study)","htmlText":"🐶 Options Puppy 101: Why I Chose to Sell the NVIDIA $195 Cash-Secured Put (Educational Case Study) Disclaimer: This article is for educational purposes only and explains one possible way an investor might think about a trade. It is not financial or investment advice. Every investor should do their own research and understand the risks before trading options. 📈 Introduction On 16 July, I sold one NVIDIA (NVDA) put option with a $195 strike price and an expiration date of 28 August 2026, collecting a premium of $6.40 per share, or $640 before commissions (one U.S. options contract represents 100 shares). This was not a random decision. Before placing the trade, I looked at the stock chart, moving averages, price action, and my own willingness to own NVIDIA shares if the option were assigned.","listText":"🐶 Options Puppy 101: Why I Chose to Sell the NVIDIA $195 Cash-Secured Put (Educational Case Study) Disclaimer: This article is for educational purposes only and explains one possible way an investor might think about a trade. It is not financial or investment advice. Every investor should do their own research and understand the risks before trading options. 📈 Introduction On 16 July, I sold one NVIDIA (NVDA) put option with a $195 strike price and an expiration date of 28 August 2026, collecting a premium of $6.40 per share, or $640 before commissions (one U.S. options contract represents 100 shares). This was not a random decision. Before placing the trade, I looked at the stock chart, moving averages, price action, and my own willingness to own NVIDIA shares if the option were assigned.","text":"🐶 Options Puppy 101: Why I Chose to Sell the NVIDIA $195 Cash-Secured Put (Educational Case Study) Disclaimer: This article is for educational purposes only and explains one possible way an investor might think about a trade. It is not financial or investment advice. Every investor should do their own research and understand the risks before trading options. 📈 Introduction On 16 July, I sold one NVIDIA (NVDA) put option with a $195 strike price and an expiration date of 28 August 2026, collecting a premium of $6.40 per share, or $640 before commissions (one U.S. options contract represents 100 shares). This was not a random decision. Before placing the trade, I looked at the stock chart, moving averages, price action, and my own willingness to own NVIDIA shares if the option were assigned.","images":[{"img":"https://community-static.tradeup.com/news/2dbab4d12287b1390d170b43fd18bcab","width":"969","height":"500"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587540028113712","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":587499685078080,"gmtCreate":1784462775065,"gmtModify":1784469266737,"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4216992707635432","idStr":"4216992707635432"},"themes":[],"title":"Tiger BOSS Debit Card Epic Rewards","htmlText":"Find out more here:<a href=\"https://tigr.link/s/70HloCk\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","listText":"Find out more here:<a href=\"https://tigr.link/s/70HloCk\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","text":"Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!","images":[{"img":"https://static.tigerbbs.com/3ce7d0ba9c7d21a484215e57c5d6ac9c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587499685078080","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":587459208929576,"gmtCreate":1784452843645,"gmtModify":1784460317553,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟I like <a href=\"https://ttm.financial/S/02269\"> $</a><a href=\"https://ttm.financial/S/02269\">WUXI</a><a href=\"https://ttm.financial/S/02269\"> BIO(02269)$ </a>as it is China's largest biologics company and one of the top 5 in the world specialising in contract research, development and manufacturing in this sector. WuXi Biologics is expanding with new facilities in Ireland, US, Chengdu and Singapore. WuXi Biologics has strong financial momentum with revenue growing 16.7% YoY in 2025 and net profit up 17.9% YoY.&nbsp; It has also seen explosive growth in Bi and multi specific antibody revenue with revenue increasing by 120% YoY, representing 20% of total revenue. I believe that WuXi Biologics has lots of exponential growth ahead in the future and would be a great stock to add to my watch","listText":"🌟🌟🌟I like <a href=\"https://ttm.financial/S/02269\"> $</a><a href=\"https://ttm.financial/S/02269\">WUXI</a><a href=\"https://ttm.financial/S/02269\"> BIO(02269)$ </a>as it is China's largest biologics company and one of the top 5 in the world specialising in contract research, development and manufacturing in this sector. WuXi Biologics is expanding with new facilities in Ireland, US, Chengdu and Singapore. WuXi Biologics has strong financial momentum with revenue growing 16.7% YoY in 2025 and net profit up 17.9% YoY.&nbsp; It has also seen explosive growth in Bi and multi specific antibody revenue with revenue increasing by 120% YoY, representing 20% of total revenue. I believe that WuXi Biologics has lots of exponential growth ahead in the future and would be a great stock to add to my watch","text":"🌟🌟🌟I like $WUXI BIO(02269)$ as it is China's largest biologics company and one of the top 5 in the world specialising in contract research, development and manufacturing in this sector. WuXi Biologics is expanding with new facilities in Ireland, US, Chengdu and Singapore. WuXi Biologics has strong financial momentum with revenue growing 16.7% YoY in 2025 and net profit up 17.9% YoY. It has also seen explosive growth in Bi and multi specific antibody revenue with revenue increasing by 120% YoY, representing 20% of total revenue. I believe that WuXi Biologics has lots of exponential growth ahead in the future and would be a great stock to add to my watch","images":[{"img":"https://community-static.tradeup.com/news/6501f9a454fbe02b286701d84c072763"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":10,"link":"https://ttm.financial/post/587459208929576","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586821309227928,"gmtCreate":1784297026761,"gmtModify":1784350183162,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://static.tigerbbs.com/caf34258aff8afe478620b82647f1199","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4089501973615070","idStr":"4089501973615070"},"themes":[],"title":"🎓 Macquarie Warrants 101 – What I Learned After Receiving a S$20 Seminar Voucher TigerTrade","htmlText":"🎓 Macquarie Warrants 101 – What I Learned After Receiving a S$20 Seminar Voucher Congratulations on receiving the S$20 Macquarie Stock Cash Voucher after attending the seminar! It is a nice way to encourage participants to learn about structured warrants before trading. ⸻ 🌟 Some Popular Macquarie Warrants Macquarie issues warrants on many well-known stocks and indices. Popular examples include: * Alibaba – Call and Put Warrants (e.g. JCJW Put) * BYD – Call and Put Warrants (e.g. OPCW Call) * Hang Seng Index (HSI) – Call and Put Warrants * Nasdaq-100 – Call Warrants (e.g. EFKW) * Nikkei 225 – Call and Put Warrants (e.g. YHSW) * Meituan * Tencent * Xiaomi * Bilibili These are among the more actively followed Macquarie warrants on SGX. ⸻ 📈 How Do Call Warrants Work? A Call Warrant is generall","listText":"🎓 Macquarie Warrants 101 – What I Learned After Receiving a S$20 Seminar Voucher Congratulations on receiving the S$20 Macquarie Stock Cash Voucher after attending the seminar! It is a nice way to encourage participants to learn about structured warrants before trading. ⸻ 🌟 Some Popular Macquarie Warrants Macquarie issues warrants on many well-known stocks and indices. Popular examples include: * Alibaba – Call and Put Warrants (e.g. JCJW Put) * BYD – Call and Put Warrants (e.g. OPCW Call) * Hang Seng Index (HSI) – Call and Put Warrants * Nasdaq-100 – Call Warrants (e.g. EFKW) * Nikkei 225 – Call and Put Warrants (e.g. YHSW) * Meituan * Tencent * Xiaomi * Bilibili These are among the more actively followed Macquarie warrants on SGX. ⸻ 📈 How Do Call Warrants Work? A Call Warrant is generall","text":"🎓 Macquarie Warrants 101 – What I Learned After Receiving a S$20 Seminar Voucher Congratulations on receiving the S$20 Macquarie Stock Cash Voucher after attending the seminar! It is a nice way to encourage participants to learn about structured warrants before trading. ⸻ 🌟 Some Popular Macquarie Warrants Macquarie issues warrants on many well-known stocks and indices. Popular examples include: * Alibaba – Call and Put Warrants (e.g. JCJW Put) * BYD – Call and Put Warrants (e.g. OPCW Call) * Hang Seng Index (HSI) – Call and Put Warrants * Nasdaq-100 – Call Warrants (e.g. EFKW) * Nikkei 225 – Call and Put Warrants (e.g. YHSW) * Meituan * Tencent * Xiaomi * Bilibili These are among the more actively followed Macquarie warrants on SGX. ⸻ 📈 How Do Call Warrants Work? A Call Warrant is generall","images":[{"img":"https://community-static.tradeup.com/news/1e6dd9a6a63df77f940b698389eb6c0f","width":"1290","height":"682"},{"img":"https://community-static.tradeup.com/news/4ffd10a850e281708432d61a62a5bce3","width":"1290","height":"2385"},{"img":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1563,"commentSize":0,"repostSize":56,"link":"https://ttm.financial/post/586821309227928","isVote":1,"tweetType":1,"viewCount":3712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":586701559218400,"gmtCreate":1784268447935,"gmtModify":1784271517979,"author":{"id":"9000000000000369","authorId":"9000000000000369","name":"TrendSpider","avatar":"https://community-static.tradeup.com/news/735481e1e3ac7d7e59d7f9448b31b8a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000369","idStr":"9000000000000369"},"themes":[],"title":"AI Bubble is Near the Corner of Cliff?","htmlText":"Hello everyone! Today i want to share some technical analysis with you! 1 Robinhood <a target=\"_blank\" href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$</a> now nearly back into the top 20% of <a target=\"_blank\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> performers 👀 2 Trump speech right as the Qs are sitting on the 50 EMA? This could get interesting... 🍿 <a target=\"_blank\" href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> 3 Oh dear god 🩸 <a target=\"_blank\" href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> 4 OUCH 🩸 <a target=\"_blank\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> getting smoked, now down -8.6% 5 Worst losing streak for Micron <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&lt;/</a>","listText":"Hello everyone! Today i want to share some technical analysis with you! 1 Robinhood <a target=\"_blank\" href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$</a> now nearly back into the top 20% of <a target=\"_blank\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> performers 👀 2 Trump speech right as the Qs are sitting on the 50 EMA? This could get interesting... 🍿 <a target=\"_blank\" href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> 3 Oh dear god 🩸 <a target=\"_blank\" href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> 4 OUCH 🩸 <a target=\"_blank\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> getting smoked, now down -8.6% 5 Worst losing streak for Micron <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&lt;/</a>","text":"Hello everyone! Today i want to share some technical analysis with you! 1 Robinhood $Robinhood(HOOD)$ now nearly back into the top 20% of $SPDR S&P 500 ETF Trust(SPY)$ performers 👀 2 Trump speech right as the Qs are sitting on the 50 EMA? This could get interesting... 🍿 $Invesco QQQ(QQQ)$ 3 Oh dear god 🩸 $AST SpaceMobile, Inc.(ASTS)$ 4 OUCH 🩸 $Netflix(NFLX)$ getting smoked, now down -8.6% 5 Worst losing streak for Micron $Micron Technology(MU)$</","images":[{"img":"https://community-static.tradeup.com/news/00aff54f8f83376bd297f77a22dedafd","width":"1200","height":"898"},{"img":"https://community-static.tradeup.com/news/4bfcf935772c0bc766cda3ba351efd1f","width":"1200","height":"898"},{"img":"https://community-static.tradeup.com/news/bd34ccb0956aef4e18f2bb0c85bd1d2c","width":"1230","height":"920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/586701559218400","isVote":1,"tweetType":1,"viewCount":1384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":586509378232552,"gmtCreate":1784220968425,"gmtModify":1784255143648,"author":{"id":"3558384182204877","authorId":"3558384182204877","name":"天天是周末","avatar":"https://community-static.tradeup.com/news/75907072e71386eaa5a7f3527e6667e8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3558384182204877","idStr":"3558384182204877"},"themes":[],"title":"TSMC Earnings: What the News Headlines DIDN'T Tell You... 🤫","htmlText":"Do you watch the <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> earnings call on Thursday? If you only read the news headlines, you missed the best parts. While waiting for the conference Let’s talk raw numbers: Net Income &amp; EPS: Up a massive 77.4% YoY, entirely wiping out the Street's conservative modeling. Gross Margin: A massive 67.7%. In an environment plagued by global inflation and high supply chain costs, capturing that level of profitability is pure monopoly. Here is the real drama that happened behind. 1. AI bubble fears? 💥 When analysts asked CEO C.C. Wei to give an exact number for AI growth, he said AI demand is getting \"stronger and stronger and stronger!\" He is so confidence. He sees the order books all the way to 2030. The AI bubble f","listText":"Do you watch the <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> earnings call on Thursday? If you only read the news headlines, you missed the best parts. While waiting for the conference Let’s talk raw numbers: Net Income &amp; EPS: Up a massive 77.4% YoY, entirely wiping out the Street's conservative modeling. Gross Margin: A massive 67.7%. In an environment plagued by global inflation and high supply chain costs, capturing that level of profitability is pure monopoly. Here is the real drama that happened behind. 1. AI bubble fears? 💥 When analysts asked CEO C.C. Wei to give an exact number for AI growth, he said AI demand is getting \"stronger and stronger and stronger!\" He is so confidence. He sees the order books all the way to 2030. The AI bubble f","text":"Do you watch the $Taiwan Semiconductor Manufacturing(TSM)$ earnings call on Thursday? If you only read the news headlines, you missed the best parts. While waiting for the conference Let’s talk raw numbers: Net Income & EPS: Up a massive 77.4% YoY, entirely wiping out the Street's conservative modeling. Gross Margin: A massive 67.7%. In an environment plagued by global inflation and high supply chain costs, capturing that level of profitability is pure monopoly. Here is the real drama that happened behind. 1. AI bubble fears? 💥 When analysts asked CEO C.C. Wei to give an exact number for AI growth, he said AI demand is getting \"stronger and stronger and stronger!\" He is so confidence. He sees the order books all the way to 2030. The AI bubble f","images":[{"img":"https://community-static.tradeup.com/news/6b222245d83bd5b2365649efd4f3fc7a","width":"1099","height":"486"},{"img":"https://community-static.tradeup.com/news/f49bfc18e36d1be3b8e0bc9fd2c4bd86","width":"1760","height":"954"},{"img":"https://community-static.tradeup.com/news/b0400bdf2f3c1822eff100842c287361","width":"2139","height":"1033"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":278,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/586509378232552","isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":586486274262440,"gmtCreate":1784215238080,"gmtModify":1784277687000,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"title":"","htmlText":"The pressure is now squarely on TSMC. ASML has effectively told the market that customers are still ordering advanced chipmaking equipment aggressively, with Q2 revenue and profit beating expectations and 2026 guidance raised to €43 to €45 billion. Even more importantly, management said AI customers continue to accelerate capacity expansion.&nbsp; The question is no longer whether AI demand exists. It is whether TSMC can show that wafer demand is translating into sustained, profitable production. There are four numbers I would watch: 2026 revenue guidance. Any increase would reinforce the AI investment thesis. Capital expenditure. If TSMC raises capex again, it suggests customers such as Nvidia, AMD, Apple and Broadcom continue to reserve future capacity. Gross margin. Investors want to se","listText":"The pressure is now squarely on TSMC. ASML has effectively told the market that customers are still ordering advanced chipmaking equipment aggressively, with Q2 revenue and profit beating expectations and 2026 guidance raised to €43 to €45 billion. Even more importantly, management said AI customers continue to accelerate capacity expansion.&nbsp; The question is no longer whether AI demand exists. It is whether TSMC can show that wafer demand is translating into sustained, profitable production. There are four numbers I would watch: 2026 revenue guidance. Any increase would reinforce the AI investment thesis. Capital expenditure. If TSMC raises capex again, it suggests customers such as Nvidia, AMD, Apple and Broadcom continue to reserve future capacity. Gross margin. Investors want to se","text":"The pressure is now squarely on TSMC. ASML has effectively told the market that customers are still ordering advanced chipmaking equipment aggressively, with Q2 revenue and profit beating expectations and 2026 guidance raised to €43 to €45 billion. Even more importantly, management said AI customers continue to accelerate capacity expansion. The question is no longer whether AI demand exists. It is whether TSMC can show that wafer demand is translating into sustained, profitable production. There are four numbers I would watch: 2026 revenue guidance. Any increase would reinforce the AI investment thesis. Capital expenditure. If TSMC raises capex again, it suggests customers such as Nvidia, AMD, Apple and Broadcom continue to reserve future capacity. Gross margin. Investors want to se","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/586486274262440","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000404","authorId":"9000000000000404","name":"clipzy","avatar":"https://static.tigerbbs.com/3eb335d4670b62d2f6f58595a4ebf23b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000404","idStr":"9000000000000404"},"content":"ASML orders already say capex isn’t cooling. If TSMC lifts spending again, AI capacity is still tighter than bears want to admit","text":"ASML orders already say capex isn’t cooling. If TSMC lifts spending again, AI capacity is still tighter than bears want to admit","html":"ASML orders already say capex isn’t cooling. If TSMC lifts spending again, AI capacity is still tighter than bears want to admit"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586476126802104,"gmtCreate":1784212815701,"gmtModify":1784212818625,"author":{"id":"3575949343225606","authorId":"3575949343225606","name":"Kekemon","avatar":"https://community-static.tradeup.com/news/acc569fb2b4b8cb1641acae354a1df48","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575949343225606","idStr":"3575949343225606"},"themes":[],"title":"","htmlText":"Confirmed Can. Let's Watch it.","listText":"Confirmed Can. Let's Watch it.","text":"Confirmed Can. Let's Watch it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586476126802104","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586386446168144,"gmtCreate":1784196475072,"gmtModify":1784196769582,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"TSMC Profit Jumps 77%, ASML Raises Its Outlook: How Much Further Can the AI Hardware Expansion Run?","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> TSMC and ASML have delivered another strong signal for the AI semiconductor cycle. TSMC reported second-quarter revenue of $40.2 billion, a gross margin of 67.7%, and net profit growth of 77.4% year over year. ASML, meanwhile, raised its 2026 revenue outlook from €36 billion–€40 billion to €43 billion–€45 billion, while preparing to expand EUV and immersion DUV capacity again in 2027 and 2028. Together, the two earnings reports confirm that demand for AI chips, advanced process nodes, HBM and semiconductor equipment remains strong. The next question is moving downstream: Can Microsoft, Alphabet, Meta and Amazo","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> TSMC and ASML have delivered another strong signal for the AI semiconductor cycle. TSMC reported second-quarter revenue of $40.2 billion, a gross margin of 67.7%, and net profit growth of 77.4% year over year. ASML, meanwhile, raised its 2026 revenue outlook from €36 billion–€40 billion to €43 billion–€45 billion, while preparing to expand EUV and immersion DUV capacity again in 2027 and 2028. Together, the two earnings reports confirm that demand for AI chips, advanced process nodes, HBM and semiconductor equipment remains strong. The next question is moving downstream: Can Microsoft, Alphabet, Meta and Amazo","text":"$Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ TSMC and ASML have delivered another strong signal for the AI semiconductor cycle. TSMC reported second-quarter revenue of $40.2 billion, a gross margin of 67.7%, and net profit growth of 77.4% year over year. ASML, meanwhile, raised its 2026 revenue outlook from €36 billion–€40 billion to €43 billion–€45 billion, while preparing to expand EUV and immersion DUV capacity again in 2027 and 2028. Together, the two earnings reports confirm that demand for AI chips, advanced process nodes, HBM and semiconductor equipment remains strong. The next question is moving downstream: Can Microsoft, Alphabet, Meta and Amazo","images":[{"img":"https://community-static.tradeup.com/news/8eacb853ce8f86efe6efdb93b94ed9bc","width":"1024","height":"1536"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":69,"commentSize":5,"repostSize":9,"link":"https://ttm.financial/post/586386446168144","isVote":1,"tweetType":1,"viewCount":14034,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"content":"I'm leaning toward B, with a bit of D mixed in. $Taiwan Semiconductor Manufacturing(TSM)$ & $ASML Holding NV(ASML)$ have shown that AI infrastructure demand remains strong, and it's hard to argue against order books that extend years ahead. After such a strong rally, though, I think the market needs time to digest valuations even if fundamentals stay solid. For me, the next catalyst is no longer semiconductor earnings but the hyperscalers. Microsoft, Meta, Alphabet and Amazon need to prove AI spending can drive faster cloud growth, stronger AI revenue and healthy free cash flow. If they deliver, I believe the AI cycle still has room to run. I'm not too worried about missing the rally or an imminent oversupply. I'm staying focused on leaders like TSMC, ASML and NVIDIA while watching Micron closely. As long as orders remain strong and hyperscalers keep investing, this still feels like the middle of the AI investment cycle rather than the end. @TigerClub @TigerStars @Tiger_comments","text":"I'm leaning toward B, with a bit of D mixed in. $Taiwan Semiconductor Manufacturing(TSM)$ & $ASML Holding NV(ASML)$ have shown that AI infrastructure demand remains strong, and it's hard to argue against order books that extend years ahead. After such a strong rally, though, I think the market needs time to digest valuations even if fundamentals stay solid. For me, the next catalyst is no longer semiconductor earnings but the hyperscalers. Microsoft, Meta, Alphabet and Amazon need to prove AI spending can drive faster cloud growth, stronger AI revenue and healthy free cash flow. If they deliver, I believe the AI cycle still has room to run. I'm not too worried about missing the rally or an imminent oversupply. I'm staying focused on leaders like TSMC, ASML and NVIDIA while watching Micron closely. As long as orders remain strong and hyperscalers keep investing, this still feels like the middle of the AI investment cycle rather than the end. @TigerClub @TigerStars @Tiger_comments","html":"I'm leaning toward B, with a bit of D mixed in. $Taiwan Semiconductor Manufacturing(TSM)$ & $ASML Holding NV(ASML)$ have shown that AI infrastructure demand remains strong, and it's hard to argue against order books that extend years ahead. After such a strong rally, though, I think the market needs time to digest valuations even if fundamentals stay solid. For me, the next catalyst is no longer semiconductor earnings but the hyperscalers. Microsoft, Meta, Alphabet and Amazon need to prove AI spending can drive faster cloud growth, stronger AI revenue and healthy free cash flow. If they deliver, I believe the AI cycle still has room to run. I'm not too worried about missing the rally or an imminent oversupply. I'm staying focused on leaders like TSMC, ASML and NVIDIA while watching Micron closely. As long as orders remain strong and hyperscalers keep investing, this still feels like the middle of the AI investment cycle rather than the end. @TigerClub @TigerStars @Tiger_comments"},{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"content":"the most strategic choice is B. Fundamentals remain strong, but valuations need more time to digest. The AI semiconductor cycle is currently in a robust, multi-year capacity-expansion phase [TSMC & ASML Earnings Analysis]. Driven by secular demand for high-performance computing (HPC) [TSMC & ASML Earnings Analysis], advanced logic nodes [TSMC & ASML Earnings Analysis], and AI memory (HBM/DRAM) [TSMC & ASML Earnings Analysis], the structural tailwinds remain firmly intact. However, the market has reached a critical pivot point where upstream supply visibility must now be validated by downstream monetization efficiency. Assess Current Semiconductor Cycle The industry fundamentals indicate that a cyclical peak or structural oversupply is not imminent. This thesis is supported by two distinct, highly visible lead times: 1. Validate Near-Term Utilization (The 1-Year Horizon) TSMC 2nm Ramp: The introduction of 2nm technology—already capturing 3% of wafer revenue [TSMC & ASML EarningsAnalysis","text":"the most strategic choice is B. Fundamentals remain strong, but valuations need more time to digest. The AI semiconductor cycle is currently in a robust, multi-year capacity-expansion phase [TSMC & ASML Earnings Analysis]. Driven by secular demand for high-performance computing (HPC) [TSMC & ASML Earnings Analysis], advanced logic nodes [TSMC & ASML Earnings Analysis], and AI memory (HBM/DRAM) [TSMC & ASML Earnings Analysis], the structural tailwinds remain firmly intact. However, the market has reached a critical pivot point where upstream supply visibility must now be validated by downstream monetization efficiency. Assess Current Semiconductor Cycle The industry fundamentals indicate that a cyclical peak or structural oversupply is not imminent. This thesis is supported by two distinct, highly visible lead times: 1. Validate Near-Term Utilization (The 1-Year Horizon) TSMC 2nm Ramp: The introduction of 2nm technology—already capturing 3% of wafer revenue [TSMC & ASML EarningsAnalysis","html":"the most strategic choice is B. Fundamentals remain strong, but valuations need more time to digest. The AI semiconductor cycle is currently in a robust, multi-year capacity-expansion phase [TSMC & ASML Earnings Analysis]. Driven by secular demand for high-performance computing (HPC) [TSMC & ASML Earnings Analysis], advanced logic nodes [TSMC & ASML Earnings Analysis], and AI memory (HBM/DRAM) [TSMC & ASML Earnings Analysis], the structural tailwinds remain firmly intact. However, the market has reached a critical pivot point where upstream supply visibility must now be validated by downstream monetization efficiency. Assess Current Semiconductor Cycle The industry fundamentals indicate that a cyclical peak or structural oversupply is not imminent. This thesis is supported by two distinct, highly visible lead times: 1. Validate Near-Term Utilization (The 1-Year Horizon) TSMC 2nm Ramp: The introduction of 2nm technology—already capturing 3% of wafer revenue [TSMC & ASML EarningsAnalysis"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586385305989376,"gmtCreate":1784194388986,"gmtModify":1784194488434,"author":{"id":"3527667678950622","authorId":"3527667678950622","name":"Trend_Radar","avatar":"https://community-static.tradeup.com/news/731342fb346b158cb8d15a31d1ec16d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667678950622","idStr":"3527667678950622"},"themes":[],"title":"$PYPL Soars 17% as Reported Stripe Buyout Bid Sparks Breakout 🚀","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> $PayPal(PYPL) Rockets +17.20%: Acquisition Rumors Ignite Breakout, Eyes on $60.50 Bid 🚀💰 Latest Close: PYPL closed at $55.52 on July 16, 2026, surging +17.20%. It's now $23.98 (-30.2%) below its 52-week high of $79.50. Core Market Drivers: 🔥 The massive rally is fueled by a Reuters report that payment giant Stripe, in partnership with private equity firm Advent International, has made a $53B+ acquisition offer for PayPal at $60.50 per share. This news has triggered intense speculative buying and a potential short squeeze. Technical Analysis: 📊 Volume exploded to 90.99M shares (Volume Ratio: 7.70), indicating massive institutional interest. The MACD shows a strong bullish crossover with DIF at 1.58, DEA at 0.58, and M","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> $PayPal(PYPL) Rockets +17.20%: Acquisition Rumors Ignite Breakout, Eyes on $60.50 Bid 🚀💰 Latest Close: PYPL closed at $55.52 on July 16, 2026, surging +17.20%. It's now $23.98 (-30.2%) below its 52-week high of $79.50. Core Market Drivers: 🔥 The massive rally is fueled by a Reuters report that payment giant Stripe, in partnership with private equity firm Advent International, has made a $53B+ acquisition offer for PayPal at $60.50 per share. This news has triggered intense speculative buying and a potential short squeeze. Technical Analysis: 📊 Volume exploded to 90.99M shares (Volume Ratio: 7.70), indicating massive institutional interest. The MACD shows a strong bullish crossover with DIF at 1.58, DEA at 0.58, and M","text":"$PayPal(PYPL)$ $PayPal(PYPL) Rockets +17.20%: Acquisition Rumors Ignite Breakout, Eyes on $60.50 Bid 🚀💰 Latest Close: PYPL closed at $55.52 on July 16, 2026, surging +17.20%. It's now $23.98 (-30.2%) below its 52-week high of $79.50. Core Market Drivers: 🔥 The massive rally is fueled by a Reuters report that payment giant Stripe, in partnership with private equity firm Advent International, has made a $53B+ acquisition offer for PayPal at $60.50 per share. This news has triggered intense speculative buying and a potential short squeeze. Technical Analysis: 📊 Volume exploded to 90.99M shares (Volume Ratio: 7.70), indicating massive institutional interest. The MACD shows a strong bullish crossover with DIF at 1.58, DEA at 0.58, and M","images":[{"img":"https://community-static.tradeup.com/news/6ed3bc84228116e2586dd661035800ff","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/586385305989376","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586343395447560,"gmtCreate":1784180458393,"gmtModify":1784180461820,"author":{"id":"4154324731220292","authorId":"4154324731220292","name":"LanlanCC","avatar":"https://community-static.tradeup.com/news/3948de6f163a5a6681afd7d84bcfbda1","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4154324731220292","idStr":"4154324731220292"},"themes":[],"title":"","htmlText":"ASML Q2 system equipment sales reached 6.56 billion euros, with a total of 91 photolithography machines sold (86 new products, 5 second-hand). By application end, logic chips account for 51% and memory account for 49%, indicating that the demand for HBM on AI servers is crazily devouring production capacity","listText":"ASML Q2 system equipment sales reached 6.56 billion euros, with a total of 91 photolithography machines sold (86 new products, 5 second-hand). By application end, logic chips account for 51% and memory account for 49%, indicating that the demand for HBM on AI servers is crazily devouring production capacity","text":"ASML Q2 system equipment sales reached 6.56 billion euros, with a total of 91 photolithography machines sold (86 new products, 5 second-hand). By application end, logic chips account for 51% and memory account for 49%, indicating that the demand for HBM on AI servers is crazily devouring production capacity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/586343395447560","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586334938878808,"gmtCreate":1784178366065,"gmtModify":1784178369205,"author":{"id":"4154324731220292","authorId":"4154324731220292","name":"LanlanCC","avatar":"https://community-static.tradeup.com/news/3948de6f163a5a6681afd7d84bcfbda1","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4154324731220292","idStr":"4154324731220292"},"themes":[],"title":"","htmlText":"ASML CEO Christophe Fouquet's comments at the performance meeting were highly offensive: \"Memory customers are stepping up their bookmaking production, and there is an extreme shortage of DDR and HBM, driving up 75% of memory revenue this year.\"","listText":"ASML CEO Christophe Fouquet's comments at the performance meeting were highly offensive: \"Memory customers are stepping up their bookmaking production, and there is an extreme shortage of DDR and HBM, driving up 75% of memory revenue this year.\"","text":"ASML CEO Christophe Fouquet's comments at the performance meeting were highly offensive: \"Memory customers are stepping up their bookmaking production, and there is an extreme shortage of DDR and HBM, driving up 75% of memory revenue this year.\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586334938878808","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586324485869904,"gmtCreate":1784172777090,"gmtModify":1784179518811,"author":{"id":"4225582686885462","authorId":"4225582686885462","name":"SG DLC News","avatar":"https://community-static.tradeup.com/news/d98b8e4c3a07230634c0085e2f351253","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4225582686885462","idStr":"4225582686885462"},"themes":[],"title":"DLC Weekly Recap | Top Gainers & Losers","htmlText":"For period 9 to 15 July 2026: Top gainer for the week is <a href=\"https://ttm.financial/S/V2UW.SI\">$Baidu 5xShortSG270930(V2UW.SI)$</a> which gained 43% as <a href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$</a> slumped 8.6% over the same period. Another notable gainer is <a href=\"https://ttm.financial/S/5U8W.SI\">$SiMSCI 7xLongSG281218(5U8W.SI)$</a> as the <a href=\"https://ttm.financial/FUT/SGPmain\">$MSCI Singapore Index - main 2607(SGPmain)$</a> continued to notch new record highs, driven by DBS, OCBC, and UOB’s rallies. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (","listText":"For period 9 to 15 July 2026: Top gainer for the week is <a href=\"https://ttm.financial/S/V2UW.SI\">$Baidu 5xShortSG270930(V2UW.SI)$</a> which gained 43% as <a href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$</a> slumped 8.6% over the same period. Another notable gainer is <a href=\"https://ttm.financial/S/5U8W.SI\">$SiMSCI 7xLongSG281218(5U8W.SI)$</a> as the <a href=\"https://ttm.financial/FUT/SGPmain\">$MSCI Singapore Index - main 2607(SGPmain)$</a> continued to notch new record highs, driven by DBS, OCBC, and UOB’s rallies. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (","text":"For period 9 to 15 July 2026: Top gainer for the week is $Baidu 5xShortSG270930(V2UW.SI)$ which gained 43% as $BIDU-SW(09888)$ slumped 8.6% over the same period. Another notable gainer is $SiMSCI 7xLongSG281218(5U8W.SI)$ as the $MSCI Singapore Index - main 2607(SGPmain)$ continued to notch new record highs, driven by DBS, OCBC, and UOB’s rallies. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (","images":[{"img":"https://community-static.tradeup.com/news/ff7547c5b5c0b8765ca591ba28d323dc","width":"898","height":"900"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/586324485869904","isVote":1,"tweetType":1,"viewCount":26691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586308429369984,"gmtCreate":1784171918836,"gmtModify":1784172369350,"author":{"id":"4247223548088262","authorId":"4247223548088262","name":"FIRSTTIME","avatar":"https://community-static.tradeup.com/news/b1f7d7971e9fbfbfcfddda1f13cc1fcf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4247223548088262","idStr":"4247223548088262"},"themes":[],"title":"","htmlText":"Turning my $25 into a high-momentum AI bucket! Just split my balance across $MU, $NVDA, $CRDO, and $NBIS using fractional shares. Targeting that 100% gain but keeping a tight 10% stop-loss just in case. Who else is riding the semiconductor wave this month? 🚀","listText":"Turning my $25 into a high-momentum AI bucket! Just split my balance across $MU, $NVDA, $CRDO, and $NBIS using fractional shares. Targeting that 100% gain but keeping a tight 10% stop-loss just in case. Who else is riding the semiconductor wave this month? 🚀","text":"Turning my $25 into a high-momentum AI bucket! Just split my balance across $MU, $NVDA, $CRDO, and $NBIS using fractional shares. Targeting that 100% gain but keeping a tight 10% stop-loss just in case. Who else is riding the semiconductor wave this month? 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586308429369984","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586071871033872,"gmtCreate":1784114146172,"gmtModify":1784114149178,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096093486770560","idStr":"4096093486770560"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; It's gonna boomz for a while longer... But I exited ready.&nbsp;","listText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; It's gonna boomz for a while longer... But I exited ready.&nbsp;","text":"$ASML Holding NV(ASML)$ It's gonna boomz for a while longer... But I exited ready.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/586071871033872","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":585999305175120,"gmtCreate":1784101958228,"gmtModify":1784119812514,"author":{"id":"3527667608392900","authorId":"3527667608392900","name":"Semi_Dig","avatar":"https://community-static.tradeup.com/news/968724394f5956d20451083e5b38e04e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667608392900","idStr":"3527667608392900"},"themes":[],"title":"ASML Just Sent Another Bullish Signal for the AI Supply Chain","htmlText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> delivered another strong quarter. Revenue and earnings both came in ahead of expectations, and management raised full-year guidance for the second time this year. On the surface, this looks like another solid earnings report. But the bigger takeaway isn't about ASML alone. It's about what its results are telling us about the next phase of the AI infrastructure cycle. Equipment Makers Don't Tell You Who Wins. They Tell You How Long the Cycle Can Last. Unlike chip designers, ASML doesn't compete for AI market share. Its business sits much further upstream. That makes its guidance one of the clearest indicators of whether semiconductor manufacturers are still expanding capacity. When an equipment supplier sees accelerating dem","listText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> delivered another strong quarter. Revenue and earnings both came in ahead of expectations, and management raised full-year guidance for the second time this year. On the surface, this looks like another solid earnings report. But the bigger takeaway isn't about ASML alone. It's about what its results are telling us about the next phase of the AI infrastructure cycle. Equipment Makers Don't Tell You Who Wins. They Tell You How Long the Cycle Can Last. Unlike chip designers, ASML doesn't compete for AI market share. Its business sits much further upstream. That makes its guidance one of the clearest indicators of whether semiconductor manufacturers are still expanding capacity. When an equipment supplier sees accelerating dem","text":"$ASML Holding NV(ASML)$ delivered another strong quarter. Revenue and earnings both came in ahead of expectations, and management raised full-year guidance for the second time this year. On the surface, this looks like another solid earnings report. But the bigger takeaway isn't about ASML alone. It's about what its results are telling us about the next phase of the AI infrastructure cycle. Equipment Makers Don't Tell You Who Wins. They Tell You How Long the Cycle Can Last. Unlike chip designers, ASML doesn't compete for AI market share. Its business sits much further upstream. That makes its guidance one of the clearest indicators of whether semiconductor manufacturers are still expanding capacity. When an equipment supplier sees accelerating dem","images":[{"img":"https://community-static.tradeup.com/news/445db8f1459542c7a65d1bc1ba0b8fc8"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585999305175120","isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":587540028113712,"gmtCreate":1784472614444,"gmtModify":1784473152414,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://static.tigerbbs.com/caf34258aff8afe478620b82647f1199","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4089501973615070","authorIdStr":"4089501973615070"},"themes":[],"title":"🐶 Options Puppy 101: Why I Chose to Sell the NVIDIA $195 Cash-Secured Put (Educational Case Study)","htmlText":"🐶 Options Puppy 101: Why I Chose to Sell the NVIDIA $195 Cash-Secured Put (Educational Case Study) Disclaimer: This article is for educational purposes only and explains one possible way an investor might think about a trade. It is not financial or investment advice. Every investor should do their own research and understand the risks before trading options. 📈 Introduction On 16 July, I sold one NVIDIA (NVDA) put option with a $195 strike price and an expiration date of 28 August 2026, collecting a premium of $6.40 per share, or $640 before commissions (one U.S. options contract represents 100 shares). This was not a random decision. Before placing the trade, I looked at the stock chart, moving averages, price action, and my own willingness to own NVIDIA shares if the option were assigned.","listText":"🐶 Options Puppy 101: Why I Chose to Sell the NVIDIA $195 Cash-Secured Put (Educational Case Study) Disclaimer: This article is for educational purposes only and explains one possible way an investor might think about a trade. It is not financial or investment advice. Every investor should do their own research and understand the risks before trading options. 📈 Introduction On 16 July, I sold one NVIDIA (NVDA) put option with a $195 strike price and an expiration date of 28 August 2026, collecting a premium of $6.40 per share, or $640 before commissions (one U.S. options contract represents 100 shares). This was not a random decision. Before placing the trade, I looked at the stock chart, moving averages, price action, and my own willingness to own NVIDIA shares if the option were assigned.","text":"🐶 Options Puppy 101: Why I Chose to Sell the NVIDIA $195 Cash-Secured Put (Educational Case Study) Disclaimer: This article is for educational purposes only and explains one possible way an investor might think about a trade. It is not financial or investment advice. Every investor should do their own research and understand the risks before trading options. 📈 Introduction On 16 July, I sold one NVIDIA (NVDA) put option with a $195 strike price and an expiration date of 28 August 2026, collecting a premium of $6.40 per share, or $640 before commissions (one U.S. options contract represents 100 shares). This was not a random decision. Before placing the trade, I looked at the stock chart, moving averages, price action, and my own willingness to own NVIDIA shares if the option were assigned.","images":[{"img":"https://community-static.tradeup.com/news/2dbab4d12287b1390d170b43fd18bcab","width":"969","height":"500"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587540028113712","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":587694733559048,"gmtCreate":1784510267728,"gmtModify":1784510484659,"author":{"id":"3569739151630202","authorId":"3569739151630202","name":"PawsAndProfits","avatar":"https://community-static.tradeup.com/news/e163d58ec26d1605dd6c781dbdd49f63","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3569739151630202","authorIdStr":"3569739151630202"},"themes":[],"title":"A influx of liquiditiy coming this week? How is it going to fair with rising inflation risk?","htmlText":"Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ Will inflation finally be unveiled as it has been overshadowed by the insane bullish run by technology sector over the past few months? Major semiconductor and AI related stocks all took a massive hit over the past two weeks, suffering a significant correction. Let’s see if it will recover this coming week. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]","listText":"Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ Will inflation finally be unveiled as it has been overshadowed by the insane bullish run by technology sector over the past few months? Major semiconductor and AI related stocks all took a massive hit over the past two weeks, suffering a significant correction. Let’s see if it will recover this coming week. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]","text":"Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ Will inflation finally be unveiled as it has been overshadowed by the insane bullish run by technology sector over the past few months? Major semiconductor and AI related stocks all took a massive hit over the past two weeks, suffering a significant correction. Let’s see if it will recover this coming week. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]","images":[{"img":"https://community-static.tradeup.com/news/ed3a4567eb38f891a841bd28431342ca","width":"924","height":"498"},{"img":"https://community-static.tradeup.com/news/599c1d13a2286c4303a756a844d93300","width":"969","height":"438"},{"img":"https://community-static.tradeup.com/news/ee6512b31d0b348afb5263df64c2f7a6","width":"978","height":"505"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587694733559048","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":586821309227928,"gmtCreate":1784297026761,"gmtModify":1784350183162,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://static.tigerbbs.com/caf34258aff8afe478620b82647f1199","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4089501973615070","authorIdStr":"4089501973615070"},"themes":[],"title":"🎓 Macquarie Warrants 101 – What I Learned After Receiving a S$20 Seminar Voucher TigerTrade","htmlText":"🎓 Macquarie Warrants 101 – What I Learned After Receiving a S$20 Seminar Voucher Congratulations on receiving the S$20 Macquarie Stock Cash Voucher after attending the seminar! It is a nice way to encourage participants to learn about structured warrants before trading. ⸻ 🌟 Some Popular Macquarie Warrants Macquarie issues warrants on many well-known stocks and indices. Popular examples include: * Alibaba – Call and Put Warrants (e.g. JCJW Put) * BYD – Call and Put Warrants (e.g. OPCW Call) * Hang Seng Index (HSI) – Call and Put Warrants * Nasdaq-100 – Call Warrants (e.g. EFKW) * Nikkei 225 – Call and Put Warrants (e.g. YHSW) * Meituan * Tencent * Xiaomi * Bilibili These are among the more actively followed Macquarie warrants on SGX. ⸻ 📈 How Do Call Warrants Work? A Call Warrant is generall","listText":"🎓 Macquarie Warrants 101 – What I Learned After Receiving a S$20 Seminar Voucher Congratulations on receiving the S$20 Macquarie Stock Cash Voucher after attending the seminar! It is a nice way to encourage participants to learn about structured warrants before trading. ⸻ 🌟 Some Popular Macquarie Warrants Macquarie issues warrants on many well-known stocks and indices. Popular examples include: * Alibaba – Call and Put Warrants (e.g. JCJW Put) * BYD – Call and Put Warrants (e.g. OPCW Call) * Hang Seng Index (HSI) – Call and Put Warrants * Nasdaq-100 – Call Warrants (e.g. EFKW) * Nikkei 225 – Call and Put Warrants (e.g. YHSW) * Meituan * Tencent * Xiaomi * Bilibili These are among the more actively followed Macquarie warrants on SGX. ⸻ 📈 How Do Call Warrants Work? A Call Warrant is generall","text":"🎓 Macquarie Warrants 101 – What I Learned After Receiving a S$20 Seminar Voucher Congratulations on receiving the S$20 Macquarie Stock Cash Voucher after attending the seminar! It is a nice way to encourage participants to learn about structured warrants before trading. ⸻ 🌟 Some Popular Macquarie Warrants Macquarie issues warrants on many well-known stocks and indices. Popular examples include: * Alibaba – Call and Put Warrants (e.g. JCJW Put) * BYD – Call and Put Warrants (e.g. OPCW Call) * Hang Seng Index (HSI) – Call and Put Warrants * Nasdaq-100 – Call Warrants (e.g. EFKW) * Nikkei 225 – Call and Put Warrants (e.g. YHSW) * Meituan * Tencent * Xiaomi * Bilibili These are among the more actively followed Macquarie warrants on SGX. ⸻ 📈 How Do Call Warrants Work? A Call Warrant is generall","images":[{"img":"https://community-static.tradeup.com/news/1e6dd9a6a63df77f940b698389eb6c0f","width":"1290","height":"682"},{"img":"https://community-static.tradeup.com/news/4ffd10a850e281708432d61a62a5bce3","width":"1290","height":"2385"},{"img":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1563,"commentSize":0,"repostSize":56,"link":"https://ttm.financial/post/586821309227928","isVote":1,"tweetType":1,"viewCount":3712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":587459208929576,"gmtCreate":1784452843645,"gmtModify":1784460317553,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"","htmlText":"🌟🌟🌟I like <a href=\"https://ttm.financial/S/02269\"> $</a><a href=\"https://ttm.financial/S/02269\">WUXI</a><a href=\"https://ttm.financial/S/02269\"> BIO(02269)$ </a>as it is China's largest biologics company and one of the top 5 in the world specialising in contract research, development and manufacturing in this sector. WuXi Biologics is expanding with new facilities in Ireland, US, Chengdu and Singapore. WuXi Biologics has strong financial momentum with revenue growing 16.7% YoY in 2025 and net profit up 17.9% YoY.&nbsp; It has also seen explosive growth in Bi and multi specific antibody revenue with revenue increasing by 120% YoY, representing 20% of total revenue. I believe that WuXi Biologics has lots of exponential growth ahead in the future and would be a great stock to add to my watch","listText":"🌟🌟🌟I like <a href=\"https://ttm.financial/S/02269\"> $</a><a href=\"https://ttm.financial/S/02269\">WUXI</a><a href=\"https://ttm.financial/S/02269\"> BIO(02269)$ </a>as it is China's largest biologics company and one of the top 5 in the world specialising in contract research, development and manufacturing in this sector. WuXi Biologics is expanding with new facilities in Ireland, US, Chengdu and Singapore. WuXi Biologics has strong financial momentum with revenue growing 16.7% YoY in 2025 and net profit up 17.9% YoY.&nbsp; It has also seen explosive growth in Bi and multi specific antibody revenue with revenue increasing by 120% YoY, representing 20% of total revenue. I believe that WuXi Biologics has lots of exponential growth ahead in the future and would be a great stock to add to my watch","text":"🌟🌟🌟I like $WUXI BIO(02269)$ as it is China's largest biologics company and one of the top 5 in the world specialising in contract research, development and manufacturing in this sector. WuXi Biologics is expanding with new facilities in Ireland, US, Chengdu and Singapore. WuXi Biologics has strong financial momentum with revenue growing 16.7% YoY in 2025 and net profit up 17.9% YoY. It has also seen explosive growth in Bi and multi specific antibody revenue with revenue increasing by 120% YoY, representing 20% of total revenue. I believe that WuXi Biologics has lots of exponential growth ahead in the future and would be a great stock to add to my watch","images":[{"img":"https://community-static.tradeup.com/news/6501f9a454fbe02b286701d84c072763"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":10,"link":"https://ttm.financial/post/587459208929576","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":587499685078080,"gmtCreate":1784462775065,"gmtModify":1784469266737,"author":{"id":"4216992707635432","authorId":"4216992707635432","name":"LazyCat Invests","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4216992707635432","authorIdStr":"4216992707635432"},"themes":[],"title":"Tiger BOSS Debit Card Epic Rewards","htmlText":"Find out more here:<a href=\"https://tigr.link/s/70HloCk\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","listText":"Find out more here:<a href=\"https://tigr.link/s/70HloCk\">Tiger BOSS Debit Card Epic Rewards</a> Refer More Earn More!","text":"Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!","images":[{"img":"https://static.tigerbbs.com/3ce7d0ba9c7d21a484215e57c5d6ac9c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587499685078080","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586386446168144,"gmtCreate":1784196475072,"gmtModify":1784196769582,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"TSMC Profit Jumps 77%, ASML Raises Its Outlook: How Much Further Can the AI Hardware Expansion Run?","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> TSMC and ASML have delivered another strong signal for the AI semiconductor cycle. TSMC reported second-quarter revenue of $40.2 billion, a gross margin of 67.7%, and net profit growth of 77.4% year over year. ASML, meanwhile, raised its 2026 revenue outlook from €36 billion–€40 billion to €43 billion–€45 billion, while preparing to expand EUV and immersion DUV capacity again in 2027 and 2028. Together, the two earnings reports confirm that demand for AI chips, advanced process nodes, HBM and semiconductor equipment remains strong. The next question is moving downstream: Can Microsoft, Alphabet, Meta and Amazo","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <a target=\"_blank\" href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> TSMC and ASML have delivered another strong signal for the AI semiconductor cycle. TSMC reported second-quarter revenue of $40.2 billion, a gross margin of 67.7%, and net profit growth of 77.4% year over year. ASML, meanwhile, raised its 2026 revenue outlook from €36 billion–€40 billion to €43 billion–€45 billion, while preparing to expand EUV and immersion DUV capacity again in 2027 and 2028. Together, the two earnings reports confirm that demand for AI chips, advanced process nodes, HBM and semiconductor equipment remains strong. The next question is moving downstream: Can Microsoft, Alphabet, Meta and Amazo","text":"$Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ TSMC and ASML have delivered another strong signal for the AI semiconductor cycle. TSMC reported second-quarter revenue of $40.2 billion, a gross margin of 67.7%, and net profit growth of 77.4% year over year. ASML, meanwhile, raised its 2026 revenue outlook from €36 billion–€40 billion to €43 billion–€45 billion, while preparing to expand EUV and immersion DUV capacity again in 2027 and 2028. Together, the two earnings reports confirm that demand for AI chips, advanced process nodes, HBM and semiconductor equipment remains strong. The next question is moving downstream: Can Microsoft, Alphabet, Meta and Amazo","images":[{"img":"https://community-static.tradeup.com/news/8eacb853ce8f86efe6efdb93b94ed9bc","width":"1024","height":"1536"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":69,"commentSize":5,"repostSize":9,"link":"https://ttm.financial/post/586386446168144","isVote":1,"tweetType":1,"viewCount":14034,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"I'm leaning toward B, with a bit of D mixed in. $Taiwan Semiconductor Manufacturing(TSM)$ & $ASML Holding NV(ASML)$ have shown that AI infrastructure demand remains strong, and it's hard to argue against order books that extend years ahead. After such a strong rally, though, I think the market needs time to digest valuations even if fundamentals stay solid. For me, the next catalyst is no longer semiconductor earnings but the hyperscalers. Microsoft, Meta, Alphabet and Amazon need to prove AI spending can drive faster cloud growth, stronger AI revenue and healthy free cash flow. If they deliver, I believe the AI cycle still has room to run. I'm not too worried about missing the rally or an imminent oversupply. I'm staying focused on leaders like TSMC, ASML and NVIDIA while watching Micron closely. As long as orders remain strong and hyperscalers keep investing, this still feels like the middle of the AI investment cycle rather than the end. @TigerClub @TigerStars @Tiger_comments","text":"I'm leaning toward B, with a bit of D mixed in. $Taiwan Semiconductor Manufacturing(TSM)$ & $ASML Holding NV(ASML)$ have shown that AI infrastructure demand remains strong, and it's hard to argue against order books that extend years ahead. After such a strong rally, though, I think the market needs time to digest valuations even if fundamentals stay solid. For me, the next catalyst is no longer semiconductor earnings but the hyperscalers. Microsoft, Meta, Alphabet and Amazon need to prove AI spending can drive faster cloud growth, stronger AI revenue and healthy free cash flow. If they deliver, I believe the AI cycle still has room to run. I'm not too worried about missing the rally or an imminent oversupply. I'm staying focused on leaders like TSMC, ASML and NVIDIA while watching Micron closely. As long as orders remain strong and hyperscalers keep investing, this still feels like the middle of the AI investment cycle rather than the end. @TigerClub @TigerStars @Tiger_comments","html":"I'm leaning toward B, with a bit of D mixed in. $Taiwan Semiconductor Manufacturing(TSM)$ & $ASML Holding NV(ASML)$ have shown that AI infrastructure demand remains strong, and it's hard to argue against order books that extend years ahead. After such a strong rally, though, I think the market needs time to digest valuations even if fundamentals stay solid. For me, the next catalyst is no longer semiconductor earnings but the hyperscalers. Microsoft, Meta, Alphabet and Amazon need to prove AI spending can drive faster cloud growth, stronger AI revenue and healthy free cash flow. If they deliver, I believe the AI cycle still has room to run. I'm not too worried about missing the rally or an imminent oversupply. I'm staying focused on leaders like TSMC, ASML and NVIDIA while watching Micron closely. As long as orders remain strong and hyperscalers keep investing, this still feels like the middle of the AI investment cycle rather than the end. @TigerClub @TigerStars @Tiger_comments"},{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4132300740238052","authorIdStr":"4132300740238052"},"content":"the most strategic choice is B. Fundamentals remain strong, but valuations need more time to digest. The AI semiconductor cycle is currently in a robust, multi-year capacity-expansion phase [TSMC & ASML Earnings Analysis]. Driven by secular demand for high-performance computing (HPC) [TSMC & ASML Earnings Analysis], advanced logic nodes [TSMC & ASML Earnings Analysis], and AI memory (HBM/DRAM) [TSMC & ASML Earnings Analysis], the structural tailwinds remain firmly intact. However, the market has reached a critical pivot point where upstream supply visibility must now be validated by downstream monetization efficiency. Assess Current Semiconductor Cycle The industry fundamentals indicate that a cyclical peak or structural oversupply is not imminent. This thesis is supported by two distinct, highly visible lead times: 1. Validate Near-Term Utilization (The 1-Year Horizon) TSMC 2nm Ramp: The introduction of 2nm technology—already capturing 3% of wafer revenue [TSMC & ASML EarningsAnalysis","text":"the most strategic choice is B. Fundamentals remain strong, but valuations need more time to digest. The AI semiconductor cycle is currently in a robust, multi-year capacity-expansion phase [TSMC & ASML Earnings Analysis]. Driven by secular demand for high-performance computing (HPC) [TSMC & ASML Earnings Analysis], advanced logic nodes [TSMC & ASML Earnings Analysis], and AI memory (HBM/DRAM) [TSMC & ASML Earnings Analysis], the structural tailwinds remain firmly intact. However, the market has reached a critical pivot point where upstream supply visibility must now be validated by downstream monetization efficiency. Assess Current Semiconductor Cycle The industry fundamentals indicate that a cyclical peak or structural oversupply is not imminent. This thesis is supported by two distinct, highly visible lead times: 1. Validate Near-Term Utilization (The 1-Year Horizon) TSMC 2nm Ramp: The introduction of 2nm technology—already capturing 3% of wafer revenue [TSMC & ASML EarningsAnalysis","html":"the most strategic choice is B. Fundamentals remain strong, but valuations need more time to digest. The AI semiconductor cycle is currently in a robust, multi-year capacity-expansion phase [TSMC & ASML Earnings Analysis]. Driven by secular demand for high-performance computing (HPC) [TSMC & ASML Earnings Analysis], advanced logic nodes [TSMC & ASML Earnings Analysis], and AI memory (HBM/DRAM) [TSMC & ASML Earnings Analysis], the structural tailwinds remain firmly intact. However, the market has reached a critical pivot point where upstream supply visibility must now be validated by downstream monetization efficiency. Assess Current Semiconductor Cycle The industry fundamentals indicate that a cyclical peak or structural oversupply is not imminent. This thesis is supported by two distinct, highly visible lead times: 1. Validate Near-Term Utilization (The 1-Year Horizon) TSMC 2nm Ramp: The introduction of 2nm technology—already capturing 3% of wafer revenue [TSMC & ASML EarningsAnalysis"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586509378232552,"gmtCreate":1784220968425,"gmtModify":1784255143648,"author":{"id":"3558384182204877","authorId":"3558384182204877","name":"天天是周末","avatar":"https://community-static.tradeup.com/news/75907072e71386eaa5a7f3527e6667e8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3558384182204877","authorIdStr":"3558384182204877"},"themes":[],"title":"TSMC Earnings: What the News Headlines DIDN'T Tell You... 🤫","htmlText":"Do you watch the <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> earnings call on Thursday? If you only read the news headlines, you missed the best parts. While waiting for the conference Let’s talk raw numbers: Net Income &amp; EPS: Up a massive 77.4% YoY, entirely wiping out the Street's conservative modeling. Gross Margin: A massive 67.7%. In an environment plagued by global inflation and high supply chain costs, capturing that level of profitability is pure monopoly. Here is the real drama that happened behind. 1. AI bubble fears? 💥 When analysts asked CEO C.C. Wei to give an exact number for AI growth, he said AI demand is getting \"stronger and stronger and stronger!\" He is so confidence. He sees the order books all the way to 2030. The AI bubble f","listText":"Do you watch the <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> earnings call on Thursday? If you only read the news headlines, you missed the best parts. While waiting for the conference Let’s talk raw numbers: Net Income &amp; EPS: Up a massive 77.4% YoY, entirely wiping out the Street's conservative modeling. Gross Margin: A massive 67.7%. In an environment plagued by global inflation and high supply chain costs, capturing that level of profitability is pure monopoly. Here is the real drama that happened behind. 1. AI bubble fears? 💥 When analysts asked CEO C.C. Wei to give an exact number for AI growth, he said AI demand is getting \"stronger and stronger and stronger!\" He is so confidence. He sees the order books all the way to 2030. The AI bubble f","text":"Do you watch the $Taiwan Semiconductor Manufacturing(TSM)$ earnings call on Thursday? If you only read the news headlines, you missed the best parts. While waiting for the conference Let’s talk raw numbers: Net Income & EPS: Up a massive 77.4% YoY, entirely wiping out the Street's conservative modeling. Gross Margin: A massive 67.7%. In an environment plagued by global inflation and high supply chain costs, capturing that level of profitability is pure monopoly. Here is the real drama that happened behind. 1. AI bubble fears? 💥 When analysts asked CEO C.C. Wei to give an exact number for AI growth, he said AI demand is getting \"stronger and stronger and stronger!\" He is so confidence. He sees the order books all the way to 2030. The AI bubble f","images":[{"img":"https://community-static.tradeup.com/news/6b222245d83bd5b2365649efd4f3fc7a","width":"1099","height":"486"},{"img":"https://community-static.tradeup.com/news/f49bfc18e36d1be3b8e0bc9fd2c4bd86","width":"1760","height":"954"},{"img":"https://community-static.tradeup.com/news/b0400bdf2f3c1822eff100842c287361","width":"2139","height":"1033"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":278,"commentSize":0,"repostSize":8,"link":"https://ttm.financial/post/586509378232552","isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":586486274262440,"gmtCreate":1784215238080,"gmtModify":1784277687000,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"title":"","htmlText":"The pressure is now squarely on TSMC. ASML has effectively told the market that customers are still ordering advanced chipmaking equipment aggressively, with Q2 revenue and profit beating expectations and 2026 guidance raised to €43 to €45 billion. Even more importantly, management said AI customers continue to accelerate capacity expansion.&nbsp; The question is no longer whether AI demand exists. It is whether TSMC can show that wafer demand is translating into sustained, profitable production. There are four numbers I would watch: 2026 revenue guidance. Any increase would reinforce the AI investment thesis. Capital expenditure. If TSMC raises capex again, it suggests customers such as Nvidia, AMD, Apple and Broadcom continue to reserve future capacity. Gross margin. Investors want to se","listText":"The pressure is now squarely on TSMC. ASML has effectively told the market that customers are still ordering advanced chipmaking equipment aggressively, with Q2 revenue and profit beating expectations and 2026 guidance raised to €43 to €45 billion. Even more importantly, management said AI customers continue to accelerate capacity expansion.&nbsp; The question is no longer whether AI demand exists. It is whether TSMC can show that wafer demand is translating into sustained, profitable production. There are four numbers I would watch: 2026 revenue guidance. Any increase would reinforce the AI investment thesis. Capital expenditure. If TSMC raises capex again, it suggests customers such as Nvidia, AMD, Apple and Broadcom continue to reserve future capacity. Gross margin. Investors want to se","text":"The pressure is now squarely on TSMC. ASML has effectively told the market that customers are still ordering advanced chipmaking equipment aggressively, with Q2 revenue and profit beating expectations and 2026 guidance raised to €43 to €45 billion. Even more importantly, management said AI customers continue to accelerate capacity expansion. The question is no longer whether AI demand exists. It is whether TSMC can show that wafer demand is translating into sustained, profitable production. There are four numbers I would watch: 2026 revenue guidance. Any increase would reinforce the AI investment thesis. Capital expenditure. If TSMC raises capex again, it suggests customers such as Nvidia, AMD, Apple and Broadcom continue to reserve future capacity. Gross margin. Investors want to se","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/586486274262440","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000404","authorId":"9000000000000404","name":"clipzy","avatar":"https://static.tigerbbs.com/3eb335d4670b62d2f6f58595a4ebf23b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000404","authorIdStr":"9000000000000404"},"content":"ASML orders already say capex isn’t cooling. If TSMC lifts spending again, AI capacity is still tighter than bears want to admit","text":"ASML orders already say capex isn’t cooling. If TSMC lifts spending again, AI capacity is still tighter than bears want to admit","html":"ASML orders already say capex isn’t cooling. If TSMC lifts spending again, AI capacity is still tighter than bears want to admit"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586385305989376,"gmtCreate":1784194388986,"gmtModify":1784194488434,"author":{"id":"3527667678950622","authorId":"3527667678950622","name":"Trend_Radar","avatar":"https://community-static.tradeup.com/news/731342fb346b158cb8d15a31d1ec16d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667678950622","authorIdStr":"3527667678950622"},"themes":[],"title":"$PYPL Soars 17% as Reported Stripe Buyout Bid Sparks Breakout 🚀","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> $PayPal(PYPL) Rockets +17.20%: Acquisition Rumors Ignite Breakout, Eyes on $60.50 Bid 🚀💰 Latest Close: PYPL closed at $55.52 on July 16, 2026, surging +17.20%. It's now $23.98 (-30.2%) below its 52-week high of $79.50. Core Market Drivers: 🔥 The massive rally is fueled by a Reuters report that payment giant Stripe, in partnership with private equity firm Advent International, has made a $53B+ acquisition offer for PayPal at $60.50 per share. This news has triggered intense speculative buying and a potential short squeeze. Technical Analysis: 📊 Volume exploded to 90.99M shares (Volume Ratio: 7.70), indicating massive institutional interest. The MACD shows a strong bullish crossover with DIF at 1.58, DEA at 0.58, and M","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> $PayPal(PYPL) Rockets +17.20%: Acquisition Rumors Ignite Breakout, Eyes on $60.50 Bid 🚀💰 Latest Close: PYPL closed at $55.52 on July 16, 2026, surging +17.20%. It's now $23.98 (-30.2%) below its 52-week high of $79.50. Core Market Drivers: 🔥 The massive rally is fueled by a Reuters report that payment giant Stripe, in partnership with private equity firm Advent International, has made a $53B+ acquisition offer for PayPal at $60.50 per share. This news has triggered intense speculative buying and a potential short squeeze. Technical Analysis: 📊 Volume exploded to 90.99M shares (Volume Ratio: 7.70), indicating massive institutional interest. The MACD shows a strong bullish crossover with DIF at 1.58, DEA at 0.58, and M","text":"$PayPal(PYPL)$ $PayPal(PYPL) Rockets +17.20%: Acquisition Rumors Ignite Breakout, Eyes on $60.50 Bid 🚀💰 Latest Close: PYPL closed at $55.52 on July 16, 2026, surging +17.20%. It's now $23.98 (-30.2%) below its 52-week high of $79.50. Core Market Drivers: 🔥 The massive rally is fueled by a Reuters report that payment giant Stripe, in partnership with private equity firm Advent International, has made a $53B+ acquisition offer for PayPal at $60.50 per share. This news has triggered intense speculative buying and a potential short squeeze. Technical Analysis: 📊 Volume exploded to 90.99M shares (Volume Ratio: 7.70), indicating massive institutional interest. The MACD shows a strong bullish crossover with DIF at 1.58, DEA at 0.58, and M","images":[{"img":"https://community-static.tradeup.com/news/6ed3bc84228116e2586dd661035800ff","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/586385305989376","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586701559218400,"gmtCreate":1784268447935,"gmtModify":1784271517979,"author":{"id":"9000000000000369","authorId":"9000000000000369","name":"TrendSpider","avatar":"https://community-static.tradeup.com/news/735481e1e3ac7d7e59d7f9448b31b8a0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000369","authorIdStr":"9000000000000369"},"themes":[],"title":"AI Bubble is Near the Corner of Cliff?","htmlText":"Hello everyone! Today i want to share some technical analysis with you! 1 Robinhood <a target=\"_blank\" href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$</a> now nearly back into the top 20% of <a target=\"_blank\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> performers 👀 2 Trump speech right as the Qs are sitting on the 50 EMA? This could get interesting... 🍿 <a target=\"_blank\" href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> 3 Oh dear god 🩸 <a target=\"_blank\" href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> 4 OUCH 🩸 <a target=\"_blank\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> getting smoked, now down -8.6% 5 Worst losing streak for Micron <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&lt;/</a>","listText":"Hello everyone! Today i want to share some technical analysis with you! 1 Robinhood <a target=\"_blank\" href=\"https://ttm.financial/S/HOOD\">$Robinhood(HOOD)$</a> now nearly back into the top 20% of <a target=\"_blank\" href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> performers 👀 2 Trump speech right as the Qs are sitting on the 50 EMA? This could get interesting... 🍿 <a target=\"_blank\" href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ(QQQ)$</a> 3 Oh dear god 🩸 <a target=\"_blank\" href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> 4 OUCH 🩸 <a target=\"_blank\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> getting smoked, now down -8.6% 5 Worst losing streak for Micron <a target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&lt;/</a>","text":"Hello everyone! Today i want to share some technical analysis with you! 1 Robinhood $Robinhood(HOOD)$ now nearly back into the top 20% of $SPDR S&P 500 ETF Trust(SPY)$ performers 👀 2 Trump speech right as the Qs are sitting on the 50 EMA? This could get interesting... 🍿 $Invesco QQQ(QQQ)$ 3 Oh dear god 🩸 $AST SpaceMobile, Inc.(ASTS)$ 4 OUCH 🩸 $Netflix(NFLX)$ getting smoked, now down -8.6% 5 Worst losing streak for Micron $Micron Technology(MU)$</","images":[{"img":"https://community-static.tradeup.com/news/00aff54f8f83376bd297f77a22dedafd","width":"1200","height":"898"},{"img":"https://community-static.tradeup.com/news/4bfcf935772c0bc766cda3ba351efd1f","width":"1200","height":"898"},{"img":"https://community-static.tradeup.com/news/bd34ccb0956aef4e18f2bb0c85bd1d2c","width":"1230","height":"920"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":6,"commentSize":0,"repostSize":4,"link":"https://ttm.financial/post/586701559218400","isVote":1,"tweetType":1,"viewCount":1384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":585999305175120,"gmtCreate":1784101958228,"gmtModify":1784119812514,"author":{"id":"3527667608392900","authorId":"3527667608392900","name":"Semi_Dig","avatar":"https://community-static.tradeup.com/news/968724394f5956d20451083e5b38e04e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667608392900","authorIdStr":"3527667608392900"},"themes":[],"title":"ASML Just Sent Another Bullish Signal for the AI Supply Chain","htmlText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> delivered another strong quarter. Revenue and earnings both came in ahead of expectations, and management raised full-year guidance for the second time this year. On the surface, this looks like another solid earnings report. But the bigger takeaway isn't about ASML alone. It's about what its results are telling us about the next phase of the AI infrastructure cycle. Equipment Makers Don't Tell You Who Wins. They Tell You How Long the Cycle Can Last. Unlike chip designers, ASML doesn't compete for AI market share. Its business sits much further upstream. That makes its guidance one of the clearest indicators of whether semiconductor manufacturers are still expanding capacity. When an equipment supplier sees accelerating dem","listText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> delivered another strong quarter. Revenue and earnings both came in ahead of expectations, and management raised full-year guidance for the second time this year. On the surface, this looks like another solid earnings report. But the bigger takeaway isn't about ASML alone. It's about what its results are telling us about the next phase of the AI infrastructure cycle. Equipment Makers Don't Tell You Who Wins. They Tell You How Long the Cycle Can Last. Unlike chip designers, ASML doesn't compete for AI market share. Its business sits much further upstream. That makes its guidance one of the clearest indicators of whether semiconductor manufacturers are still expanding capacity. When an equipment supplier sees accelerating dem","text":"$ASML Holding NV(ASML)$ delivered another strong quarter. Revenue and earnings both came in ahead of expectations, and management raised full-year guidance for the second time this year. On the surface, this looks like another solid earnings report. But the bigger takeaway isn't about ASML alone. It's about what its results are telling us about the next phase of the AI infrastructure cycle. Equipment Makers Don't Tell You Who Wins. They Tell You How Long the Cycle Can Last. Unlike chip designers, ASML doesn't compete for AI market share. Its business sits much further upstream. That makes its guidance one of the clearest indicators of whether semiconductor manufacturers are still expanding capacity. When an equipment supplier sees accelerating dem","images":[{"img":"https://community-static.tradeup.com/news/445db8f1459542c7a65d1bc1ba0b8fc8"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585999305175120","isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586324485869904,"gmtCreate":1784172777090,"gmtModify":1784179518811,"author":{"id":"4225582686885462","authorId":"4225582686885462","name":"SG DLC News","avatar":"https://community-static.tradeup.com/news/d98b8e4c3a07230634c0085e2f351253","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4225582686885462","authorIdStr":"4225582686885462"},"themes":[],"title":"DLC Weekly Recap | Top Gainers & Losers","htmlText":"For period 9 to 15 July 2026: Top gainer for the week is <a href=\"https://ttm.financial/S/V2UW.SI\">$Baidu 5xShortSG270930(V2UW.SI)$</a> which gained 43% as <a href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$</a> slumped 8.6% over the same period. Another notable gainer is <a href=\"https://ttm.financial/S/5U8W.SI\">$SiMSCI 7xLongSG281218(5U8W.SI)$</a> as the <a href=\"https://ttm.financial/FUT/SGPmain\">$MSCI Singapore Index - main 2607(SGPmain)$</a> continued to notch new record highs, driven by DBS, OCBC, and UOB’s rallies. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (","listText":"For period 9 to 15 July 2026: Top gainer for the week is <a href=\"https://ttm.financial/S/V2UW.SI\">$Baidu 5xShortSG270930(V2UW.SI)$</a> which gained 43% as <a href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$</a> slumped 8.6% over the same period. Another notable gainer is <a href=\"https://ttm.financial/S/5U8W.SI\">$SiMSCI 7xLongSG281218(5U8W.SI)$</a> as the <a href=\"https://ttm.financial/FUT/SGPmain\">$MSCI Singapore Index - main 2607(SGPmain)$</a> continued to notch new record highs, driven by DBS, OCBC, and UOB’s rallies. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (","text":"For period 9 to 15 July 2026: Top gainer for the week is $Baidu 5xShortSG270930(V2UW.SI)$ which gained 43% as $BIDU-SW(09888)$ slumped 8.6% over the same period. Another notable gainer is $SiMSCI 7xLongSG281218(5U8W.SI)$ as the $MSCI Singapore Index - main 2607(SGPmain)$ continued to notch new record highs, driven by DBS, OCBC, and UOB’s rallies. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (","images":[{"img":"https://community-static.tradeup.com/news/ff7547c5b5c0b8765ca591ba28d323dc","width":"898","height":"900"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/586324485869904","isVote":1,"tweetType":1,"viewCount":26691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":586476126802104,"gmtCreate":1784212815701,"gmtModify":1784212818625,"author":{"id":"3575949343225606","authorId":"3575949343225606","name":"Kekemon","avatar":"https://community-static.tradeup.com/news/acc569fb2b4b8cb1641acae354a1df48","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575949343225606","authorIdStr":"3575949343225606"},"themes":[],"title":"","htmlText":"Confirmed Can. Let's Watch it.","listText":"Confirmed Can. Let's Watch it.","text":"Confirmed Can. Let's Watch it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586476126802104","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586343395447560,"gmtCreate":1784180458393,"gmtModify":1784180461820,"author":{"id":"4154324731220292","authorId":"4154324731220292","name":"LanlanCC","avatar":"https://community-static.tradeup.com/news/3948de6f163a5a6681afd7d84bcfbda1","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4154324731220292","authorIdStr":"4154324731220292"},"themes":[],"title":"","htmlText":"ASML Q2 system equipment sales reached 6.56 billion euros, with a total of 91 photolithography machines sold (86 new products, 5 second-hand). By application end, logic chips account for 51% and memory account for 49%, indicating that the demand for HBM on AI servers is crazily devouring production capacity","listText":"ASML Q2 system equipment sales reached 6.56 billion euros, with a total of 91 photolithography machines sold (86 new products, 5 second-hand). By application end, logic chips account for 51% and memory account for 49%, indicating that the demand for HBM on AI servers is crazily devouring production capacity","text":"ASML Q2 system equipment sales reached 6.56 billion euros, with a total of 91 photolithography machines sold (86 new products, 5 second-hand). By application end, logic chips account for 51% and memory account for 49%, indicating that the demand for HBM on AI servers is crazily devouring production capacity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/586343395447560","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586334938878808,"gmtCreate":1784178366065,"gmtModify":1784178369205,"author":{"id":"4154324731220292","authorId":"4154324731220292","name":"LanlanCC","avatar":"https://community-static.tradeup.com/news/3948de6f163a5a6681afd7d84bcfbda1","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4154324731220292","authorIdStr":"4154324731220292"},"themes":[],"title":"","htmlText":"ASML CEO Christophe Fouquet's comments at the performance meeting were highly offensive: \"Memory customers are stepping up their bookmaking production, and there is an extreme shortage of DDR and HBM, driving up 75% of memory revenue this year.\"","listText":"ASML CEO Christophe Fouquet's comments at the performance meeting were highly offensive: \"Memory customers are stepping up their bookmaking production, and there is an extreme shortage of DDR and HBM, driving up 75% of memory revenue this year.\"","text":"ASML CEO Christophe Fouquet's comments at the performance meeting were highly offensive: \"Memory customers are stepping up their bookmaking production, and there is an extreme shortage of DDR and HBM, driving up 75% of memory revenue this year.\"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586334938878808","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586308429369984,"gmtCreate":1784171918836,"gmtModify":1784172369350,"author":{"id":"4247223548088262","authorId":"4247223548088262","name":"FIRSTTIME","avatar":"https://community-static.tradeup.com/news/b1f7d7971e9fbfbfcfddda1f13cc1fcf","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4247223548088262","authorIdStr":"4247223548088262"},"themes":[],"title":"","htmlText":"Turning my $25 into a high-momentum AI bucket! Just split my balance across $MU, $NVDA, $CRDO, and $NBIS using fractional shares. Targeting that 100% gain but keeping a tight 10% stop-loss just in case. Who else is riding the semiconductor wave this month? 🚀","listText":"Turning my $25 into a high-momentum AI bucket! Just split my balance across $MU, $NVDA, $CRDO, and $NBIS using fractional shares. Targeting that 100% gain but keeping a tight 10% stop-loss just in case. Who else is riding the semiconductor wave this month? 🚀","text":"Turning my $25 into a high-momentum AI bucket! Just split my balance across $MU, $NVDA, $CRDO, and $NBIS using fractional shares. Targeting that 100% gain but keeping a tight 10% stop-loss just in case. Who else is riding the semiconductor wave this month? 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/586308429369984","isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":586071871033872,"gmtCreate":1784114146172,"gmtModify":1784114149178,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096093486770560","authorIdStr":"4096093486770560"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; It's gonna boomz for a while longer... But I exited ready.&nbsp;","listText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; It's gonna boomz for a while longer... But I exited ready.&nbsp;","text":"$ASML Holding NV(ASML)$ It's gonna boomz for a while longer... But I exited ready.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/586071871033872","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}