$PANW | 𝐏𝐚𝐥𝐨 𝐀𝐥𝐭𝐨 𝐍𝐞𝐭𝐰𝐨𝐫𝐤𝐬: Stifel maintains 𝐁𝐮𝐲, $CRWD | 𝐂𝐫𝐨𝐰𝐝𝐒𝐭𝐫𝐢𝐤𝐞: Stifel maintains 𝐁𝐮𝐲, raises $DKNG | 𝐃𝐫𝐚𝐟𝐭𝐊𝐢𝐧𝐠𝐬: Citizens reiterates 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭$ASML | 𝐀𝐒𝐌𝐋: UBS maintains 𝐁𝐮𝐲, raises 𝐏𝐓 𝐭𝐨 €𝟏,𝟗My goal is to build up a stream of passive income $KEYS | 𝐊𝐞𝐲𝐬𝐢𝐠𝐡𝐭: Wells Fargo maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭$MRVL | 𝐌𝐚𝐫𝐯𝐞𝐥𝐥: Wells Fargo maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭,$LOW | Lowe's Companies Inc., Q1-2027 Earning Repo$SPDR Gold Shares(GLD.US)I am slowly accumulating Meta is laying people off right now and the reasonAstera Labs up 13%. MRVL up 4%. The Philadelphia SMU and SNDK Hold Firm While Semis Broadly Sell OffI vote D.Nvidia’s latest guidance already assumes Smart move by Singapore to pivot to nuclear energyWhen the Fear Trade FadesDestiny Tech 100 - it surged 11.3% on Monday aloneHigh chance this valuation will be above all odds.[Implied Volatility Rank, Cross-Security ComparisoCleared positions yesterday, not because I'm beariNvidia earning for quarter ending April 26, 2026 iB for sureI have decided to share more of my perspective on Just your average day in European photonics? With $Apple(AAPL.US)Strongly Holding the Ultimate Compo$NVIDIA(NVDA.US)The silent ATH. Last week, NVDA quThe IV Crush section is well explained. Speed of eQualcomm's elusive search for growth driver comingStrategy looks bulletproof on paper. Then earningsAll three historical breaches were to the upside —The space exploration ETF linked to the NASA themeC. H20 cut off, Huawei 910C ramping — China rev goD. $6T sitting right there and I'm just... sittingBoustead enters earnings with quite a bit of optimOf course AAAAMy Take on NVIDIA's Q1 EarningsIntel 14A progressing well. 0.9 version of 14A PDKToday’s going to be a great day.. I have a feelingPossible DRAM/NAND supply disruption - Samsung strMicron is recruiting HBM design talent in Seoul, tGoldman Sachs confirmed as lead left underwriter fThe narrative around Meta's layoffs is broadly posThe US 30-year Treasury yield climbed to its higheAs long as supports hold, the general market stillThe Philly Semi is down nearly 10% over seven sessRotate from REITs to DBS as rates rise. UnderweighFed meeting minutes are out tomorrow morning. The This Chipbook team OSAT thread is going to age so 🦎 IGGY MIDDAY UPDATE — 20 MAY 2026🍱 LUNCH BREAK, IThis chart is quite insane, China added Germany siUS 10yr treasury yield at highest in a year. marke