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@issmr57415588 "My focus for $ASML earnings is the logic-to-memory mix. If logic makes up more than XX% of orders then it means $TSM & $BGM are still filling demand from $NVDA $AMD & custom silicon teams at $AMZN $GOOGL & $MSFT. That would confirm hyperscalers are still in full build mode"
X Link @issmr57415588 2025-10-15T07:56Z XX followers, XXX engagements

"If You had to buy one of these Retail Favourites and hold it until the end of 2025 which stock would you trust to deliver the biggest gains - $BULL - $AIFU - $IREN - $OSCR - $HIMS - $FLNC - $ROOT - $SOFI - $NIO - $BITF - $BMNR My biggest guess is in the comments"
X Link @issmr57415588 2025-10-14T09:02Z XX followers, XXX engagements

"10 names I think are good long-term buys: - $OSCR at $XX - $NU at $XX - $GRAB at $X - $SOFI at $XX - $HITI at $XXX - $ROOT at $XX - $ZETA at $XX - $AIFU at $XX - $NBIS at $XXX - $DLO at $XX XX that are not: - $CRWV - $OKLO - $IONQ - $SBUX - $NKE - $PEP - $WMT - $PLTR - $ADBE"
X Link @issmr57415588 2025-10-15T09:49Z XX followers, XXX engagements