ASML | X Bull Signals | Global Insight

📌 X Insight Update[x_fin] (2026/02/24 03:28)

Palantir ($PLTR) 的产品面向企业级客户，理解门槛高属正常。其产品已落地，大客户和新客户增长迅猛，与仅停留在口号的“思想”有本质区别。投资者应基于自身认知决策，不理解不投也无妨 1, 2。

📌 X Insight Update[x_fin] (2026/02/17 01:57)

PEG ratio is a pivotal metric for uncovering mispriced growth. Values below 1 suggest undervalued growth, while anything above 2 enters a danger zone. Current values: $TSLA ~3.8x, $PLTR ~2.6x, $AAPL ~2.4x, $GOOGL ~1.8x, $ASML ~1.7x, $TSM ~1.7x, $HOOD ~1.

📌 X Insight Update[x_fin] (2026/02/12 06:01)

Confusion reigns; “good news” often spun as “bad news” to muddy the waters. 1
AI doomerism is exhausting; this tech leap, like the internet, will likely reshape futures positively. 2

📌 X Insight Update[x_fin] (2026/02/01 20:51)

JPMorgan Chase closing its silver short, combined with silver holding the 50-day SMA since May ‘25, sets up for a violent rally. 1

📌 X Insight Update[x_fin] (2026/02/01 03:05)

$BTC needs to defend the lower support line; otherwise, a plunge to $75k is imminent. 1
Bitcoin’s collapse shows no signs of abating. 2

📌 X Insight Update[x_fin] (2026/01/28 22:46)

TSMC shows structural Gross Margin (GM) improvement, holding at 56%+; Hynix surpassed TSMC GM only thrice since 2002 (2017-18 and 2025 cycles). 2

📌 X Insight Update[x_fin] (2026/01/28 22:46)

The AI cycle remains nascent; $TSM crushed guidance by ~10% and $ASML nearly doubled expected bookings. This signals underestimated scale and staying power of AI capex. 引用3

📌 X Insight Update[x_fin] (2026/01/28 20:31)

$SPX saw an insane bounce, climbing from 4,800 to 7,000 in under 9 months 3.
$QQQ just tagged a new ATH; it was long overdue 26.

📌 X Insight Update[x_fin] (2026/01/24 10:24)

Global copper consumption is ~30M tons/year, with recycling at only ~4M tons. This significant deficit implies high future demand, especially with ~3% GDP growth and ongoing electrification trends 1.

📌 X Insight Update[x_fin] (2026/01/22 21:39)

$AMD and $INTC decoupled from broader market weakness, signaling sector-specific tailwinds. 10
Fade today’s gap up in $SPY and $QQQ for an intraday gap fill attempt. [14](https://x.