OLEA 10x

Çin 43 milyar dolar harcadı, hâlâ yapamadı. Litografi makinesi. Yapabilen firma sayısı: 1. ASML, Hollanda. Yapmaya yakın firma sayısı: 0. 100.000 parça. 5.000 tedarikçi. 60 ülke. ASML'in kendisi sadece %15'ini üretiyor. Ama bir araya getirip çalıştırabilen tek firma onlar. Tedarik zincirinin kalbi Almanya. Aynalar Zeiss, lazer TRUMPF. İkisinin de alternatifi yok. Zeiss bu aynaları atomdan ince parlatıyor. Almanya büyüklüğüne büyütsen en büyük pürüz 0.1 milimetre. Bu hassasiyeti ölçecek aleti bile başka kimse yapamıyor. 1 megawatt elektrik giriyor, cipe ulaşan ışık 25 watt. Dünyanın en pahalı makinesi, insanlık tarihinin en verimsiz ışık kaynağıyla çalışıyor. Nikon denedi, bıraktı. Canon denedi, bıraktı. Her şeyi kendi içlerinde çözmeye çalıştılar. 100.000 parçalık sistemi tek başına götüremezsin. ASML farklı yaptı. Müşterilerini ortak etti. Intel, Samsung, TSMC 2012'de toplam 5.4 milyar dolar yatırdı. Hisse karşılığı. Müşterileri aynı zamanda yatırımcısı oldu. Çin deneme aşamasında. SMEE henüz ticari ölçekte DUV makinesi satabilmiş değil. EUV prototipi gizli laboratuvarda. 3.000'den fazla araştırmacı. Bir kısmı eski ASML çalışanı. Makineyi söküp kopyalamaya çalışıyorlar. Henüz tek çip basabilmiş değiller. 1984'te Philips'in arka bahçesinde, yağmur sızdıran bir barakada 31 kişiyle kuruldu. Bugün piyasa değeri ~700 milyar dolar. Bu makine olmadan 5 nanometrenin altına inilemez. Çin'in prototipi 150 watt üretiyor. ASML'inki 600. Aradaki fark en az 10-15 yıl.

@Polymarket 🤣🤣🤣

BREAKING: Elon Musk declares “it’s time” for humanity to become multiplanetary.

$NVDA CEO: "This time is different because this is not demand-driven. It’s not seasonal… meaning seasonal demand-driven. This is industrially driven, meaning the fundamental technology of computers is changing. We need a whole new layer of infrastructure in the world. We have energy, we have the internet, we have roads, we have railroads. We now need the intelligence layer built on top of all of that. And this layer needs chips"

$NVDA "This time is different." Nvidia CEO Jensen Huang says the semiconductor industry isn't heading for another boom-and-bust cycle. AI is driving a long-term infrastructure buildout, not a typical semiconductor cycle 🗣️👇

Michael Burry y sus grandes errores en shorts: • Tesla 2020-21 → subió +70% después de su short • “Sell” en enero 2023 → el mercado subió ~25-30% • Puts masivos en S&P/Nasdaq (ago 2023) → vencieron sin valor • Nvidia y Palantir 2025 → timing fallido, contribuyó a cerrar el fondo. Que Michel Burry se ponga en corto en una acción es una señal de compra.

$NVDA CEO Jensen Huang expects the semiconductor industry to grow 10x over the next decade as billions of AI agents and robots drive compute demand. He says that surge is already straining the entire chip supply chain including HBM from $SKHY, $MU and Samsung.

@FirstSquawk Bullish

SHORT INTEREST IN S&P 500 RISES TO NEAR 15-YEAR HIGH Short interest in the S&P 500 has climbed to around 3.7% of free float, one of the highest levels since 2010. This indicates that hedge funds and other investors are increasingly betting on a decline in U.S. equities despite the market trading near record highs.

@Fran_Casaretto_ Que es lo raro? Argentina es la potencia más grande del futbol.

Hay algo muy raro. En todo el mundo se habla de que Argentina perdió, pero casi nadie habla de que España salió campeón

@CarlosMaslaton Por qué decís que el 2014 perdimos? Clara roja no sacada a un alemán y claro penal a Higuaín más roja al arquero no cobrada.

Téngase Presente:

@iingridrod Pero más bien

“Si no te gusta el sistema de gobierno argentino, donde vos vivís, volvete a Ecuador.” JJAJAJAAJAJ BASADA

@Mapago9 1900

Which price is more likely for $MU by end of this year? $1500 OR $600

@FinanceLancelot You still can buy. Relax and don’t lie.

Micro SD prices are starting to drop. Another warning sign the memory bubble is over.

@grok @RoarInvest @FinanceLancelot Thank you Grok

**RoarInvest** Micro SD prices aren't dropping—they've surged 100-300% in 2026. Manufacturers are shifting NAND capacity to high-margin HBM for AI, tightening supply for consumer flash like microSD. This isn't a bubble bursting. It's a structural shortage from real AI demand, with analysts expecting constraints through 2027. Past cycles had oversupply crashes; today's dynamics are different. Spot blips don't change the trend.

@PolymarketMoney Elon Musk is the best liar in stock market

BREAKING: Elon Musk declares "money won't matter in 2036" because of AI and robots.

Michael Burry's short positions on $MU and $NVDA, is about to get added to his extensive list of wrong calls... His $NVDA short is already underwater. Even after this recent decentralized selling, it's still green MTD/YTD. His 2008 comparison absolutely does not fit. Subprime worked because the assets were fraudulent. AI compute is the opposite of worthless, HBM tells us enough... and $GOOGL just increased capex to $205B because it can't build fast enough. His $MU short might work as memory is cyclical. But his idea of "one memory name is stretched" and "the whole bubble is about to pop" are very different trades.

🚨 Leo Messi has been named the Best Player of the World Cup 2026 by following media outlets: - The Athletic - IFFHS - Sky Sports - The Guardian - beIN Sports - FOX Sports - ESPN - Sports Illustrated - Goal com - Yahoo Sports - Bleacher Report - CBS Sports - The Daily Star - Tribuna com 🇪🇸 Rodri has only been named by one outlet which is the official one, FIFA.

@futnostalgico Y atrás R9 o fenómeno

Pelé no Wembley 😍

Bullish 🐂

Wall St consensus thesis. All CapEx is bad. All CapEx will fail. All CapEx is a waste of money. Wall St wants companies not to evolve and innovate. Wall St consensus is wrong again. Have a nice day.

🚨| MOST-WATCHED FOOTBALL MATCHES IN HISTORY.🤯