ASML | X Bull Signals | Global Insight

📌 X Insight Update[x_fin] (2026/04/06 21:11)

$ASML 的 EUV 光刻机正在成为三大存储芯片巨头扩产竞赛中的争夺焦点。我从去年十月就开始呼吁 DRAM 将面临严重供给短缺，这个逻辑正在逐步兑现。 1
三星电子 已为 P5 工厂订购约 20 台 EUV 设备，首批洁净室将于明年完工。 2

📌 X Insight Update[x_fin] (2026/03/30 21:59)

$SPY and $QQQ could rebound to test the 200-day moving average, potentially closing slightly above it, before the next drop. Historical precedent: every major crash (including the dot-com bubble) initially pulled back above the 200dma. [3](https://x.

📌 X Insight Update[x_fin] (2026/03/13 21:34)

Trump may orchestrate a false flag operation involving ‘stolen’ drones to justify striking California, blaming Iran. 1
Brace for the most telegraphed false flag attack in history. 2

📌 X Insight Update[x_fin] (2026/03/11 03:35)

Precious metals rally is “bizarre” given perceived war’s end, with miners and Latin American stocks making solid moves. Oil and gas equities show resilience despite energy price volatility, suggesting under-ownership of hard assets. [1](https://x.

📌 X Insight Update[x_fin] (2026/03/10 21:10)

Crude oil prices are pulling back on G7 oil reserve release talks. Expect prices to normalize once an agreement is struck. 引用[1]
The enduring objective seems to be permanent control of Hormuz; current conditions prevent a war resolution.

📌 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