$ASE Technology (ASX.US)$ Opportunity to add positions
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any onr bought? Tuttle Capital Concentrated Memory Stack ETF?? 23$ same as DRAM!!
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🔗 Marvell CEO's Core Thesis:
Murphy at Computex 2026: Compute bottleneck ( $NVIDIA (NVDA.US)$ solved it) → Memory bottleneck (HBM, like $Micron Technology (MU.US)$, solved it) → Now it's connectivity - $Marvell Technology (MRVL.US)$. Jensen Huang endorsed it by saying MRVL - the Next Trillion-Dollar Company'
✅ Beneficiaries:
• $Coherent (COHR.US)$/ $Lumentum (LITE.US)$ — Lasers + optical transceivers, essential beyond the copper wall
• $Astera Labs (ALAB.US)$ — PCIe sm...
Murphy at Computex 2026: Compute bottleneck ( $NVIDIA (NVDA.US)$ solved it) → Memory bottleneck (HBM, like $Micron Technology (MU.US)$, solved it) → Now it's connectivity - $Marvell Technology (MRVL.US)$. Jensen Huang endorsed it by saying MRVL - the Next Trillion-Dollar Company'
✅ Beneficiaries:
• $Coherent (COHR.US)$/ $Lumentum (LITE.US)$ — Lasers + optical transceivers, essential beyond the copper wall
• $Astera Labs (ALAB.US)$ — PCIe sm...
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Wednesday after close, AVGO refuses to raise AI revenue guidance and drops 12.6%. Thursday morning, every trader is asking the same question: which semi ETFs got crushed and which ones held up? I used to answer that by opening eight browser tabs. Now I just tap Semiconductor ETFs on moomoo's Thematic ETF page. The whole universe is right there. Eight ETFs visible on one scroll, ranked by YTD performance. The index is at 5335,...
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When $NVIDIA (NVDA.US)$ Jensen says "whole new industry," he means an entire ecosystem — new customers, new workloads, new economics. Here's the full AI value chain:
🔧 Infrastructure & Hardware
Semiconductors & AI Chips: $NVIDIA (NVDA.US)$, $Advanced Micro Devices (AMD.US)$, $Broadcom (AVGO.US)$, $Intel (INTC.US)$
Equipment & Manufacturing: $Taiwan Semiconductor (TSM.US)$, $ASML Holding (ASML.US)$, $Applied Materials (AMAT.US)$
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🔧 Infrastructure & Hardware
Semiconductors & AI Chips: $NVIDIA (NVDA.US)$, $Advanced Micro Devices (AMD.US)$, $Broadcom (AVGO.US)$, $Intel (INTC.US)$
Equipment & Manufacturing: $Taiwan Semiconductor (TSM.US)$, $ASML Holding (ASML.US)$, $Applied Materials (AMAT.US)$
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$ASE Technology (ASX.US)$ Seeing it above 100—let the bullet fly a little longer 🚀
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$ASE Technology (ASX.US)$ Breaking 40 tonight ✈️
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$ASE Technology (ASX.US)$ Bullish in the long term—let the bullet fly a while longer
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$Roundhill Memory ETF (DRAM.US)$ Can I add to my position now
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