Zeek | Insights 📊

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Zeek | Insights 📊

Zeek | Insights 📊

@ZeekTyt

Follower of Christ ✝️ | Navy Veteran ⚓️| B.S. in Business | Social Media Strategist & Media Consultant | HODL mindset | Stocks & Crypto.

Katılım Ocak 2013
1K Takip Edilen2.9K Takipçiler
investing
investing@DollarCostAvg·
$CRWV : what happened here ?
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Zeek | Insights 📊
$ASML reports Q2 results tomorrow morning. The market will focus on AI-driven demand for EUV/High-NA lithography machines and any updates on the 2026 outlook. What to Watch: • Q2 Expectations: Analysts expect roughly €8.8B–€10.3B in revenue and EPS around $7.9–$8.00. Company guidance is €8.4B–€9.0B in sales with 51–52% gross margin. • Full Year 2026 Outlook: ASML currently guides €36B–€40B in sales with 51–53% gross margin. Any upward revision or confident commentary on AI orders would be well received. • Key Themes: High-NA EUV ramp, China export restrictions, and customer capex visibility from TSMC, Samsung, and Intel.
Zeek | Insights 📊@ZeekTyt

If you want to understand why $ASML is one of the most important companies in the AI boom read this. ASML is the only company in the world that makes Extreme Ultraviolet (EUV) lithography machines at commercial scale. These machines are required to manufacture the most advanced chips (3nm, 2nm, and below) that power high-performance AI GPUs and processors. Here’s how the ecosystem fits together: • NVIDIA and AMD design the AI chips. • TSMC manufactures those chips at scale. • ASML makes the critical machines that TSMC needs to produce the most advanced chips. The engineering behind ASML’s EUV machines is extremely complex: • They use light with a 13.5nm wavelength (created by blasting molten tin with lasers to generate plasma). • They rely on some of the most precise mirrors ever made. • A single machine costs $300–400 million and can weigh over 180 tons. Without ASML’s systems, TSMC cannot produce the cutting-edge chips that $NVDA , $AMD , Google, and others need for large-scale AI training and inference. The next generation High-NA EUV is already being deployed and will be required for chips coming in the next few years. ASML sits at the very top of the AI semiconductor supply chain. While many companies benefit from AI, very few are as fundamentally irreplaceable as ASML.

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James L
James L@JosephH40096905·
@ZeekTyt They hold the Korean sk hylix, not $skhy. Right now there is no automatic conversion. You can just ask ai but I heard $skhy counts toward less than 1%. Otherwise $dram would be over 10% today easily
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Zeek | Insights 📊
Ants working overtime today overseas 🐜📈 SK Hynix +10.3%, Samsung +4.75%, KOSPI ripping +5.89% looking uber green tomorrow for $MU 🟢 $SNDK 🟢 $SKHY 🟢
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James L@JosephH40096905·
@ZeekTyt I have to tell you the unfortunately truth that $dram does hold much $skhy. So the premium it is receiving won't reflect much
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Moose
Moose@Brownmoose·
@ZeekTyt Its still the future
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Moose
Moose@Brownmoose·
$SKHY Only in 2026 where you can see a $ 1Trillion company goes up +30.59% from yesterday low. AI is here to stay.
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Lyndsey
Lyndsey@Somethinfierce·
POV: Seeing my 𝕏 friends that I forgot existed. 🤦🏼‍♀️ HEEEEEYYYY👋 😂
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BTC Teacher
BTC Teacher@BitcoinTeacher_·
@ZeekTyt I could take out k**** but it’s funny to watch it in last every day
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BTC Teacher
BTC Teacher@BitcoinTeacher_·
65k Bitcoin! What a day for the market (except for one…) Are we witnessing a relief rally taking place before the final dump?😳
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BTC Teacher@BitcoinTeacher_·
@ZeekTyt VWAP wanted XMR in bro I can add back in xrp
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Investing Addict
Investing Addict@InvestingAddict·
Underperforming the S&P 500 by choice has to make people feel so stupid.
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Leo Invests
Leo Invests@Leo_Traydes·
Went up more at the casino last night than $SOFI investors have throughout the entirety of 2026 🥱
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