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[@alexkoh](/creator/twitter/alexkoh)
"⚡ $ASML : The 220M Machines Reshaping Geopolitics Wed 9:00 AM ET XXXX EPS 7.2-7.7B revenue The monopoly play everyone's sleeping on: China Revenue Reality: Q1: XX% of sales (vs XX% guidance) 2022: XX% 2025: 27%+ Export restrictions Revenue still growing. Each High-NA EUV = 220M+ ASP Current backlog: 36B (2+ years visibility) Netherlands restricts sales. China stockpiles equipment. ASML wins either way. ASML Chart: China Revenue Resilience Geopolitical analysis: 👇"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1945156746818822573) 2025-07-15 16:21:22 UTC 5030 followers, 1562 engagements


"$SOFI Stock: Next Robinhood $XX Potential + AI Engineer Salaries"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1944532676590862518) 2025-07-13 23:01:32 UTC 5041 followers, 3326 engagements


"/6 $COHR Part X $30M Navy directed-energy contract (400-kilowatt systems). $1B silicon carbide partnership with DENSO/Mitsubishi for EV market. Every AI chip defense system EV needs precision lasers. Coherent makes the tools that make the future"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1945068484599173500) 2025-07-15 10:30:39 UTC 5030 followers, XXX engagements


"📈 $GS Trading Fortress vs "Normalization" Pre-market Wed $9.68-9.82 EPS $13.53B revenue Everyone expects trading to "normalize." Here's why they're wrong: Q2 Trading Revenue (FICC + Equities): Expected: $7.5B Historical avg: $6.2B Q1 peak: $8.9B That's still +21% above normal. Policy volatility = structural revenue advantage $70B alternatives fundraising = fee stability 16.5x P/E vs 12x historical = execution required Goldman Chart: Trading Above Historical Norms"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1945435866656092670) 2025-07-16 10:50:29 UTC 5037 followers, XXX engagements


"/2 $ADBE Part X Creative Cloud subscribers hit XX million (+1M per quarter). Microsoft partnership integrates Adobe Marketing Agent into Copilot. XX% of revenue from subscriptions = bulletproof recurring model. Market fears AI competition reality shows Adobe owns AI creativity"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1945068445336244372) 2025-07-15 10:30:29 UTC 5041 followers, XXX engagements


"Salesforce $CRM is undervalued Salesforce leads the global CRM market with over XX% share. New AI tools like Agentforce boost automation and productivity. FY2025 revenue hit $37.9B with record cash flow but slower growth. Stock is undervalued offering potential upside for investors. Key challenges: market saturation and pressure to deliver on AI promises. See my BuyTrigger 👇"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1940319514324881837) 2025-07-02 07:59:56 UTC 5033 followers, 1927 engagements


"@SarAEsQMd Zeta and core scientific to watch"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1944822682068881620) 2025-07-14 18:13:55 UTC 5030 followers, XX engagements


"Do you remember when they kick $NFLX out of FANNG and created Mag7 stocks So far Netflix have outperformed Mag7 combine. Do you want my updated BuyTrigger of the stock See you on Monday Newsletter"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1946187909448507498) 2025-07-18 12:38:50 UTC 5041 followers, XXX engagements


"$NVDA breaking news Up X% after hours after news on H20 chip approved sales to again"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1945027351043060073) 2025-07-15 07:47:12 UTC 5038 followers, 2909 engagements


"$CORZ Arbitrage Opportunity Bitcoin mining + data center infrastructure. Not just mininghosting services for AI workloads. Personal position: I like and am buying for the $CRWV arbitrage play. Crypto winter created distressed opportunity"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1944706308499702221) 2025-07-14 10:31:29 UTC 5037 followers, XXX engagements


"$SMH semi conductor in a breakout and dont sell. You BTFD and just hold XX months of waiting DCA and BTFD you selling now Grow some 🥎 🎱 🎾 🏀 ⚽ $NVDA $AMD $AVGO $MU $INTC"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1945206386075263334) 2025-07-15 19:38:37 UTC 5030 followers, XXX engagements


"/5 $COHR Part X Record $1.50B quarterly revenue (+24% YoY) from AI datacenter boom. Achieved #1 market position for 800G transceivers - the pipes powering AI infrastructure. Margins expanding XXX basis points while debt down $136M. Operating leverage in full effect"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1945068474637705655) 2025-07-15 10:30:36 UTC 5030 followers, XXX engagements


"🧵 Just released to the club: X BuyTrigger stocks I'm sharing with my viewers today while everyone else chases the same overpriced AI names. One I'm actively buying one I completely avoid and three with serious asymmetric setups. Personal takes + BuyTrigger data below"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1944706300446707755) 2025-07-14 10:31:27 UTC 5037 followers, XXX engagements


"I am reviewing the earnings data for $TSM and its mind blowing BuyTrigger and ValueTrigger will change soon. Hope to share soon"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1945929601030504667) 2025-07-17 19:32:25 UTC 5039 followers, XXX engagements


"You dont need to be in crypto to get 10x $HOOD $PLTR 10-14x last XX months with easy DCA and hold. $NVDA 40-50x for many with easy BTFD since 2018 on the same fundamentals. Stick with the plan. $SOFI $ZETA and many more are next when inflation and tariffs are fixed. I hope to share more soon"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1946119615332876402) 2025-07-18 08:07:28 UTC 5041 followers, 1237 engagements


"🧵 According to BuyTrigger Club these are the top X undervalued stocks of the month. Smart money accumulates during market panic. Here's what the crowd is missing:"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1945068423123259724) 2025-07-15 10:30:24 UTC 5038 followers, 1106 engagements


"/1 $ADBE Part X Record $21.51B annual revenue (+11% growth) while everyone panics about AI disruption. Plot twist: Adobe IS the AI winner. Firefly AI platform generated XX billion assets globally. New Firefly Video Model delivers 1080p video generation - first commercially safe AI video tool"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1945068435576156381) 2025-07-15 10:30:27 UTC 5041 followers, XXX engagements


"Everyone is so excited about $TSM earnings and price jump to $XXX. 🤦 For months and years I said the stock was undervalued. Soon it will be fair valued based on my $XXX ValueTrigger engineering finance maths calculations. Well done to all my members and also followers for believing our Systematic Investing approach. Denoise from the market and execute. For everyone who kept telling me about and war last five years can now look back on how you missed this 3-4X. I will be back in next week and update you on the war ok #sacarsm"  
![@alexkoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::28115982.png) [@alexkoh](/creator/x/alexkoh) on [X](/post/tweet/1945813527001702886) 2025-07-17 11:51:10 UTC 5041 followers, 2795 engagements