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$XRP (XRP.CC)$ they just teasing you, no need to be panic.
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$Intel (INTC.US)$ Why would building a factory lead to an increase? I don't understand... What is the principle and logic behind it? Isn't his OEM business losing money miserably... the more factories built, the more losses, right...
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$Tesla (TSLA.US)$ July surge fueled by Robo Taxi rumors. That surge was a classic case of "buy the rumor, sell the news," illustrating how markets often price in events before they actually happen. Musk's statement hinting at Cybercab production "before 2027" has raised eyebrows, given his history of missed deadlines. 🤔
Tesla has recently secured approval from local authorities near its Berlin gigafactory to proceed with a three-stage expa...
Tesla has recently secured approval from local authorities near its Berlin gigafactory to proceed with a three-stage expa...
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$Intel (INTC.US)$ Taiwan Semiconductor driving all technology sectors up....
I'm worried that Intel's upcoming release will crash all sectors again == the shadow of the last time is still in my heart.. betting on Intel's financial results to explode, causing all tech stocks to plummet
I'm worried that Intel's upcoming release will crash all sectors again == the shadow of the last time is still in my heart.. betting on Intel's financial results to explode, causing all tech stocks to plummet
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$ASML Holding (ASML.US)$
- Q3 bookings of €2.63B (vs. est. of €5.39B)
- '25 sales at €30-35B (vs. est. of €35.94B)
What's going on?
1. "competitive foundry dynamic" aka $Intel (INTC.US)$ cut capex
2. "Limited capacity additions in memory" aka $Micron Technology (MU.US)$ & SK Hynix are converting existing overcapacity for HBM
3. This is on top of China restrictions (the only booming market for equipment)
People miss that semi-equipment follows its own cycle and is facing so...
- Q3 bookings of €2.63B (vs. est. of €5.39B)
- '25 sales at €30-35B (vs. est. of €35.94B)
What's going on?
1. "competitive foundry dynamic" aka $Intel (INTC.US)$ cut capex
2. "Limited capacity additions in memory" aka $Micron Technology (MU.US)$ & SK Hynix are converting existing overcapacity for HBM
3. This is on top of China restrictions (the only booming market for equipment)
People miss that semi-equipment follows its own cycle and is facing so...
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