NA

p_cool_guy

Honestly, if El Nino does become as bad as they fear, picking these up for a longer term hold (1 year+) could do very well. I only say this because I remember when the Bird Flu thing was going on, I was trying to find a way to trade eggs (I'm a futures trader, was looking for egg futures). Could never find one that gave me access. Ultimately, the companies that deal in eggs, their stock went up the entire time that was going on. So in relation to El Nino, if it gets really bad (some projections are saying this could be the worst one in decades), then food crops all over the world will be affected (mostly asia, africa etc will be negatively impacted. NA might actually get more rain than usual which could be beneficial to crops, with the caveat that TOO much rain could drown out crops). Most of the Ag futures are up already this year by a decent amount (wheat for example is up like 40% on the year on futures). But this takes time to work its way thru the supply chain. Which is why I would consider these stocks for a buy-and-hold for at least a year.

Gorgenapper

Japanese hotels are next level quality and attention to detail, we in NA are living in third world conditions compared to them

Wide-Contribution-29

Isn’t it like NA beer? Not sure of the point to be honest 

Noble_Bastard

NA futes Green. Asia red. Which side wins?

draeneirestoshaman

kimchi bros still salty NA dumped them on friday 

IPTVpwner

I was just researching refinery services public companies and came up with a very narrow list ... and then realized I already owned the best play in the sector in CLIR. Think about how crack spreads have NA refineries running full stop to capitalize. Once the spreads narrow and the refiners go into maintenance mode, and they will because they must, that will be the opportunity for them to replace burners with Clearsign technology. Everything I understand suggests that CLIR burners offer two advantages, emissions & efficiencies improvements. It might take another 12-24 months for the thesis to play out, but as per your analysis they have the runway to get there. I am convinced this is the best under the radar pure play on refinery servicing that over the next few years.

Extension_Diet4064

Consumer commodities move on headline inventory cycles, but real structural pricing power lives in high-NA EUV optics and advanced packaging yields. If you're tracking supply chokepoints, look at the yield delta between thermal compression non-conductive film (TC-NCF) at 60% vs mass reflow molded underfill (MR-MUF) at 80% for high-bandwidth memory (HBM3e). When advanced packaging thermal dissipation chokepoints limit silicon throughput, gross margins shift upstream to the physical toolmakers holding proprietary optical numerical aperture patents. That's where physical supply lag actually compounds.

Charming_Raccoon4361

they active users from NA was down, reddit mods banning people left and right over nothing. This place is more restrict than youtube

Maximum-Magazine-333

I cannot tell if ze semis will dump at NA open until I look inside ze box “5th Sk Hynix circuitbreaker” Shut up

MeatResident2697

What do you want to hear? That China will never ever make a high NA EUV machine? If I said that, would you believe me? 'do you really think china, with it's highly educated workforce, with motivation of the scales isn't capable of that? Ok here goes: China will never make a high NA machine. Never ever. Hope you lap that up.

hakim37

I think you're overstating the importance of this. ASML DUV isn't capacity constrained as far as I'm aware. Let's say this Chinese manufacturer manages to built 20 machines in 2027, it will be at best 2029 until they can match ASML orders and by then western logic fabs will be retiring their final DUV nodes anyways. Also all memory except SRAM is still shrinking, DRAM manufacturers are some of the earliest adopters of high NA-EUV China is not a threat to western semi-conductors this story is so overblown and every year they fail to build an EUV machine is another year western companies pull ahead.

Wack0_

Extreme future earnings expectations, oil-driven inflation/conflict contributing to the hawkish fed tone, cyclical capex spend. Kospi went up 190% in less than a year, NA semicon has had extreme growth, think of the last times you saw exponential crazes and toilet companies going 10x because they mentioned AI and tell me what happened after.

Sandcrypto

Imagine comparing the wheel to a High-NA EUV machine 😂

hakim37

This is Immersion DUV which is 2 generations old tech (EUV and now High NA EUV which are both significantly harder to achieve). We already knew China could manufacture regular DUV so the jump is not saying much. This doesn't change anything for their downstream chip manufacturing potential as they already had access to this tech via ASML (still bad for ASML of course). Apparently mass production means 5 units for 2026 and 20 in 2027.

BarbellPadawan

What if we do like 50mg of edibles and drink some NA beers?

itsme971

Can some of my fellow NA regards tell me what actually happened in the summer of 69?

Arteqt

Yeah. NA has the money AND the population. Ads are a lot more expensive there for a reason.

_Netgirth

This place is like one of those AA/NA group where everyone just brags about their drug use, I love it

3klipse

One fab is like 10 billion, one ASML high NA EUV is like 330 million plus, and factor in all the other vendor tools, personal, contracts, ect. 100 billion can get it done, and has been done considering I got friends up at that site currently and they still expanding and adding more fabs.

Scouty519

Backlog is the tell here, not the headline beat. Order visibility running into 2027 and 2028 for logic and DRAM means this is not some one off pop, and they are the only shop making EUV gear so chipmakers cannot substitute around the bottleneck. Bernstein slapped something like a $2600 price target on it today off this print. Only pushback I would offer is High-NA is still a small share of what is shipping, Intel is basically the lone customer running it in production, so most of this year's raise is really just more low-NA units for capacity rather than some new tech unlock.

Market_Pro99

The capacity numbers are the more durable signal here. A 30% low-NA EUV and DUV immersion capacity add for 2027, with another 30% under evaluation for 2028, is a lead-time commitment, not a forecast. ASML has to place those equipment and staffing orders years ahead of the demand actually showing up, so that capex plan is really management's read on where logic and memory investment is in 2028, not 2026.

Pathfinder4891

NA current policy is like a hornet nest. Nobody wants to poke it because of the retaliation, but also nobody likes it.

WhyAreYallFascists

I drove by Micron’s site today. It’s insane how fucking big it is. More high NA tools coming to them before musk.

sweetlemon69

Iran saying it's closed doesn't mean it's closed. Plus it takes like 90 days for tankers to get from there to say NA, so lots of buffer and belief Iran will find some form of deal

The_Alan_Greenspan

[these](https://www.persol.com/en-us/products/0po3306s-95_31?cid=PM-SGA_000000-2.US-Persol-EN-B-NA-Inventory.ProdCode-NA-Prs-NA-Ecom-NA_Persol_0po3306s_persol+0po3306s&gclsrc=aw.ds&gad_source=1&gad_campaignid=19035812137&gbraid=0AAAAACyAjJnzxlSBLkdGZfklqvQ-Gi9yT&gclid=CjwKCAjw08fSBhA7EiwAfbQTsIjI5Ica7zHx_Zf-1RFFhtLJAEoDE4iVh3avsmMwYhgueWWFxGI-phoCiYsQAvD_BwE) I like them.

semper-gourmanda

We're still in the hardware stage of the AI build-out right now. The major customers of chipmakers and the memory makers are the big social media and internet companies who've signed multi-year contracts for hundreds of billions. I don't think there will be any measurable downside to CapX investment in NA manufacturing sites to their revenues or profit. There's line of sight to revenues through 2027. That's different from ATHM or EBAY or YHOO in 99. Yahoo had a market cap of 28B and a PE of 1785 on revenues of 61M and losses (no profit). The profitability was the problem there. There's no problem with profit now.

Dude_HaHa

Europoors dont have money for expensive NA companies. NA companies are good but expensive.

trust_it_bb

No one is sending proprietary tech half way around the world and giving it to the chinese. Literally bullish because NA/EU now have to spend more gov money on space stocks.

engr_20_5_11

There are new refineries in Africa and Asia that were completed relatively recently or will be completed soon. Not enough to completely offset the destruction but it makes the impact significantly less than it would be. Refining capacity is just moving away from NA/Europe

Zenmachine83

Because Alberta is controlled by conservative politicians who will twist themselves into pretzels to gargle the balls of the AI lords at the expense of their own constituents. Every other state or province in NA is waking up to how fucked these data centers are except right wing politicians…

icancatchbullets

Toyota has a pretty long history of bombproof turbo engines. They're not quite as reliable as the NA V6's and V8's that Toyota used to make a ton of, but they were still heaps more reliable than most other NA engines. The current Gen Tundra is significantly heavier than previous generations. Car warmup has been reduced drastically by better engineering so the car does not need nearly as much time to warm up. Wear from autostart is mainly on the starter, they put in beefier starters to handle the wear.

icancatchbullets

Pretty much all of Toyota's lineup made in NA is CUSMA compliant and tariffs are minimal. Despite the announcements from the Whitehouse, their assertion that they won't negotiate to extend means that CUSMA ends in **2036** instead of some time past 2036. They're probably just generally expanding productiin and consolidating pickups into one plant will make space for another vehicle in mexico.

Ok_Cry7572

Mid 20's, NA, not Italy

BarbellPadawan

NA beer

Bynming

This is true but let's not pretend Tesla competed on a perfectly even playing field. Tesla got heavy subsidies from many governments, both on the manufacturing side and with various tax credits on purchase across NA and Europe.

doscervezas2017

Can anyone explain to me why the news is saying some no-name company, Quantum Cyber NA, with a market cap of 30 \***million\***, is trying to acquire SpaceEx, which has a market cap of 2 \***trillion\***? [https://finance.yahoo.com/markets/stocks/articles/qucy-ambitions-acquiring-spacex-equity-133633942.html](https://finance.yahoo.com/markets/stocks/articles/qucy-ambitions-acquiring-spacex-equity-133633942.html) Bro, you ain't acquiring nothing. You can afford like 20 shares along with everyone else.

Puzzled-Intern-7897

I personally believe that especially the senior engineers are the ones which are a) not present in a manufacturing company that needs ERP and b) are the least likely to want to put their name under a program which they did not write. ERP is not as important to tech as it is to companies with complicated and internationally integrated logistics. Take any gas turbine manufacturer, they procure parts from both inhouse and foreign suppliers, assemble them in house in NA or EU and then ship them world wide, yet their senior engineers won't be able to create anything close to SAP or SF

TuskaTheDaemonKilla

Yet they have less debt than their NA and Asian peers. How do you square that circle?

pathofthestardust

Its not through the roof. Just doing ok. Basically good cash and lot of people in NA and Europe are just herds. You buy, invest, behave the way youre taught. One more article or video on "how android is a better buy anyday" wont change the world, wont change the B-S gap, wont change the market. Idiots will do idiot things, we are just here to suffer from their consequences or reap from what they do.

PM_NICE_TOES-notmen

I've been to many European countries and they genuinely do seem pretty damn happy. They work to live while in NA we live to work.

jraiv420

Markets now are just who rugs first between NA and Korea

MrEdwL

In this economy, you go to Wendy's? Behind dumpster NA for earnings

dingleberry314

OP you posted about this stock during earnings last month and refused to listen and now the stock is ranking some more and you're still refusing to listen to everyone saying it's garbage. Bottom line is NA users are declining, it doesn't matter if they have overall user growth if the users that they earn premium value on are abandoning the app. Couple that with the glasses that look goofy as shit that no one will buy and you've got a dying social media scrambling to churn more revenue with a failed product launch. Those glasses will go down worse than apples vision goggles. Keep bag holding though, I'm sure Evan will figure it out any day now.

TopGaupa

PayPal felt like a relic 15 years ago. Only time I've used was around 2010 when I went to NA.

lithe_silhouette

Take profit, NA Stop loss, NA Trailing stop, NA 5:1 margin, Yes

ThetaFarmingRegard

**Your electronic funds transfer** **(EFT) was successfully processed** **From** An account at JPMORGAN CHASE BANK, NA **To** Fidelity account ending in #### **Amount** $50,000.00 \*rubs hands together\*

Consistent_Chart_664

Saw that guy’s “goodbye everyone” post and immediately thought NAH NAH, NA NA NAH NAH, HEYYAYYAYYY, GOODBYE LOL I’m an asshole. Hope he doesn’t kill himself

zuziannka

Yes, I am actually flying to Canada, and looking at the map in the plane NA is huge.

Splurch

> Ask AI how much crude is produced and how much is used in a week, there will never be a shortage of oil in the NA. The only time we have an oil "shortage" is when the rigs are shutdown because of things like Covid. Asia doesn't need oil they got nuclear reactors. Europe, nobody cares but they have renewable energy too. Maybe "Ask AI" why the US can't refine most of the oil it produces. You'll probably get a completely wrong answer but it will be a better answer then your completely uninformed assertion.

Heineken_500ml

Ask AI how much crude is produced and how much is used in a week, there will never be a shortage of oil in the NA. The only time we have an oil "shortage" is when the rigs are shutdown because of things like Covid. Asia doesn't need oil they got nuclear reactors. Europe, nobody cares but they have renewable energy too.

No-Coach346

In Counter Strike 2, more than 98% of NA is bot activity.

GloomyMembership4197

Guys, how to correctly pronounce NVIDIA Like EN(VIDIA), NA(VIDIA) or simply N(VIDIA)? It seems that in California they pronounce NA(Vidia)?

mattbln

NA mogs

daniyarktl1

In 2020, during the peak of pandemic, everybody was trying to get rid of oil in NA and the price became negative at some point.

RudeTurnover

Almost every respectable enterprise and tech company has switched over to Claude in the last year. Their moat is enterprise sales and while the switching cost is not as high as say ERP, but it’s there. No NA or EU company is going to be using a Chinese model. The consumer use cases are pennies to the dollar. My companies devs drop $10K a month each on Claude tokens.

CoolEnergy581

Yes you are quite right and that will be tricky. If China takes Taiwan with too much force I kinda expect the US to offer refuge and a golden handshake for all personal of tsmc that does not want to join China. Its quite a good deal for them as they will be better paid, with better hours and a better working culture as tsmc is known to be quite horrible in all of those (except for pay relatively speaking). At the same time the US has experience through Micron and Intel with all platforms (not too much yield yet in high NA tho) so I think they'll just make it a national priority to train people in the area by just throwing a bucket of money at them.

Trippp2001

There’s so many confusing things about this post. 1) if it’s an American company, why does it have the F on the end? 2) the largest cannabis company by store count…High Tide has 220+ stores in NA. So trulieve isn’t even the biggest cannabis company in NA. They may have the biggest MEDICAL footprint in the US. But also, the vast majority of their stores are in Florida, so I wouldn’t even necessarily say they have a big US footprint. Not saying not to invest in this, just saying your facts are not facts.

justbrowsinginpeace

lol for out of service in NA only yes we all know what's in the power point, except they have competition who have actual satellites in space and launch capabilities.

Tall-Illustrator543

Nah, I use a Samsung. It's superior in every way, and they apparently don't use Israeli tech in their phones shipped to NA

WrexyWrex

# Zandi Says US Is ‘Uncomfortably Close’ to Recession [https://youtu.be/7An6VCfUW9k?si=989vl0C0U\_6NA71R](https://youtu.be/7An6VCfUW9k?si=989vl0C0U_6NA71R)

C130J_Darkstar

The rejection was 5 years ago and since then OKLO has gone through pre-app with the NRC finding “no gaps” towards future approval. OKLO is actively building two sites since Sept 2025- one reactor is going critical in a few weeks, and their main Aurora powerhouse is on track to being one of the first commercially deployed SMRs in NA (late 2027.) OKLO is awaiting part 57 release when allows for review timelines of 6-12 months.

Fabulous_Hand2314

who the fuck is shit talking Miatas because I want an NA, NB, NC and ND. name and badge number!

Mag_Meyreddit

Bro read about TSMC yesterday and decided to write a book about it. Man we know. But you know about Intel and Samsung? They are also producing Chips within the sub 2 nanometer node and they do have gate all around and backside power delivery transistor technology, which TSMC currently does not have yet. Also Intel will use the new ASML High NA EUV Litography machines. TSMC does not… There is a reason the entire industry looks for alternatives. Finally if China is really going to invade Tiwan, that’s even more bullish for Samsung and Intel and very bearish vor TSMC.

C130J_Darkstar

Yes, they now have $3B and are a first mover in NA with the most scalable model.

LLemon_Pepper

I know they'd do it if they could, but sbux recently killed their AI inventory tool across NA. If AI can't handle inventory, it's not anywhere near beverages.

Purple_Orchid_4109

Yall on ASTS and SpaceX… NA(Y)SA IS WHERE ITS AT

Workman44

I agree, but reality is that Tesla is the only manufacturer in NA that is hardcore EV and is selling the new generation on it. That's reality, regardless of whether another manufacturer could is irrelevant, they aren't

_rhizomorphic_

Important context, but NRED is copper-gold, not rare earths. Still, the broader push for NA critical minerals helps the whole space. Early stage = high risk.

speedycerv

Worst screenshot NA

Heineken_500ml

NA version prolly gonna have snappy dragoon

KMS_Tirpitz

Because US fast food is better in China. Pizza Hut and dominos are like fancy restaurants while McD KFC Burger Kings are so much better and have far more variety and creativity it puts the Western versions to shame. The only thing North American fast food chains have got is the large size of portions, like when I ordered a large soda from KFC in China it was like a mix between small and medium sized cup in NA, it was fucking tiny.

arbalest11

This is what intel did before falling behind and couldn't catch up because of all the patent advantage TSM built up over the years. + they had Apple and other large tech companies fronting the CAPEX for the FAB build out's. That whole landscapes going to change once 1.4NM hits, and they are fighting the next gen chip after, as NA-EUV will have absolutely maxed out on what it can do and can't advance any further... and here comes the same scenario INTC was in, TSM is now years behind in knowledge with high na-evu lithography machines, and INTC has now piled up a 3 year advantage with patents. TSM won't fail as a company, but INTC sure as hell are being given a great chance to catch up here and potentially over take as the lead chip builder.

elgrandorado

I just read through some of the 10F filings. I ended up selling out of my ASML stake in two tranches in Q1, while Dev Kantesaria cut his V stake in half to move it all to ASML. At these valuations I wonder what he saw to increase that stake? I love the firm and think it's one of the key bottlenecks in the semi trade. China still hasn't even figured out how to mass produce an EUV machine let alone have it production ready, so there's no competition there. Problem is that TSM can basically hold off buying bleeding edge High NA at will. Until Intel or Samsung really catch up to them, TSM remain the top dog in logic. Memory demand has absolutely exploded, but how many new fabs will the big three open up before the next bust cycle? I feel a lot of the upside in ASML is priced in, and it'll be hard to make outsized earnings for a bit. Maybe I'm wrong, but it was hard not to take profit when valuations currently indicate that ASML would need to hit the top of their 2030 revenue guide (or higher) per their investor day to come close to their current price. For context I sold a large tranche at $1,050, and the second tranche at $1,460. Most of my buys were at ~$600.

Striking_Ad_6404

If there is a recession, I like it more: best-in-class balance sheet by a monstrous margin and will consolidate athleisure and take all of the next leg. My concern is the board's incompetence, and the risk is that Chip and crew do not get seats. So… bad news is priced in; if they get seats, quick 30% pop plus long-term upside with growth overseas and NA staying flat YOY. I don't have a position, but I'm starting to circle, and I don't like apparel companies due to their short life spans like drug parents.

pumpkinwhey

TSMC doesn’t need the high NA machines for their next few nodes. They can’t even make enough current node 4nm and 3nm chips to satisfy demand. It’s not like they can just buy the high NA tools and throw them into fabs they have/are already in planning or building phase. High NA tools are actually a bitch and require ground up changes to how the fab is layed out and built. Intel needs a miracle shot to save themselves, TSMC just needs to keep following the plan they have been following for the past 3 decades that has led them to total domination of the market. A couple fancy tools does not automatically make you the best semiconductor manufacturer.

Free_Excitement4265

Thank you, $POET and $QUBT seemed like in the uptrend, hopefully $NA will bounce back tomorrow.

ML7777777

Korea is the only advanced economy that reversed their declining birthrate going on three years now post 2008 meltdown. Countries like China, Thailand, and especially Taiwan (who set an all time record low in the modern era into the .60's) actually have worse birth rates. Things and times change. Granted NO advanced economy is back to replacement levels but this is a sign that things can change. Korea: .96 China: .90 Singapore: .87 Thailand: .78 Taiwan: .65 As for Japan, they are going on their 46th year of fewer children and birth rates are collapsing even faster now than the Japanese government even expected by at least 15 years. Its pretty grim everywhere in Asia, let alone the EU and NA.

allahakbau

It already flies internationally, but yep no NA or Eu

Intelligent-Log191

Bagholding dying calls into earnings and calling it anxiety is the trade. You’re not waiting for NA/OPAD/POET to save you, you’re asking theta to be your therapist. Next time define the exit before the earnings dice roll. TradingWizard is basically TradingView with AI built in for entry, stop and target.

toonguy84

Thanks for the rare interesting comment. My only concern with F being up 13% today is that it is still only $13.50. Ford has been bouncing between $10 and $14 for years and so I wouldn't call this a breakout at all. But yeah, It is interesting listening to the Ford CEO recently talk about how China is going to put them (NA car manufacturers) out of business if they don't change something drastically.

toonguy84

The main meetings start tomorrow. (or I guess tonight for NA)

Impressive_Apple

I agree with this sentiment, but at least for the next quarter, we have the WC in NA and it’s bound to sky rocket number of rides because of the sheer number of tourists. After that I see the point but I think next earnings gonna be great imho.

Big-Chair-821

They bought high NA machines to the tune of 360M each, this is on top of the multiple billions that it costed to build the factory. Production coming off those high NA machines won’t be online until 2028 (14A node). That is how long each of these cycles are. When 14A is online, INTC will be in the lead process wise. The market just have no patience.

TheBreadMan10

Where do you trade forex? Are you NA based?

lies_are_comforting

It’s not like they have one million daily active users in NA. They have 92 million. As long as they stay above 50 million I think they’ll do fine as they increasingly monetize their platform.

Geddagod

>they released a solid product 18a which competes with TSMC 2nm. It does not. >It's very much a possibility that Intel leap frogs TSMC with 14A given that TSMC has been holding off on adopting High NA EUV. In terms of what?

ThePandaRider

Intel was priced to go out of business, they released a solid product 18a which competes with TSMC 2nm. They could easily 5x from here over the next few years. They could 10x if High NA EUV works well, they have been working with ASML on High NA EUV for years now. It's very much a possibility that Intel leap frogs TSMC with 14A given that TSMC has been holding off on adopting High NA EUV.

thenorthernwhiteboy

EWY friend. It’s about 10% of my portfolio. I also like exposure outside NA when I can, 2 birds 1 stone.

elgrandorado

Where I work, internally we're already doing the equivalent of relay racing (switching between models after token usage limits are reached while adding in context) to make sure we can deliver projects cost effectively. I'm not entirely sure if the value proposition is really there for AI when it's not fully floated by VCs, PE, and big tech cash flows. The reason I say this is as follows. I'll use ASML as an example. ASML provides the extraordinarily important lithography machines that are used for bleeding edge logic/memory fabs. Their most expensive models, High-NA EUV models, are not being adopted at a lightning pace, because TSMC is holding off on large procurement while they can still make due with operational advancements and their existing EUV machines. It's an economic proposition for them? The investment is amazing, but the returns in the short term are just not worth it for them to buy the machines at the moment. If enterprise can't absorb the massive cost load of properly paying for compute, which they won't even with layoffs, it'll create a contraction which will eventually cause a slowdown.

gutcheck787

I listened to the call, the main downside is the continued loss in North American daily active users. but one thing they said was that their paid memberships are still climbing with NA DAU, so it's really not as bad as it looks, I'm curious to see how wall street reacts tomorrow

Upset-Two-2443

They almost certainly are not pricing in enough - Every major NA airline from Air Canada to Delta said they will recover around 50% of the increased fuel prices through increased prices. That means as of today there is a roughly 15% increase in expenses with no revenue to offset it. With already razer thin margins they are certainly operating at a loss. Expect airfares to continue to get jacked up and more flight cancelations as demand destruction occurs. Unless prices magically drop (which will take several months even if the war ended tomorrow) it's not going to get any cheaper for this summer

MLWillRuleTheWorld

Yeah AI issue is a product issue not a fab issue. Intel has started their all around transistor design with 18A which has massive power efficiency gains and TSMC is not launching an all around transistor until N2. It isn't anywhere close to being 2 years apart. It's a jagged case currently where both are doing different things slightly better which is the first time that can be said in a very long time. 14A will be interesting since TSMC has said they don't think they need high NA so their will be a real difference, but if TSMC is to be believed the differences don't justify the cost. Will have to wait and see.

lies_are_comforting

Regulations and NA user decline.. those are the red flags that might keep it from rallying like Reddit and Pinterest stocks did. NA users (daily active, especially) for sure will have an impact. Still, at this point maybe the market has finally accepted that NA is in a state of steady saturation to a recent decline. Down from 100 million users to 94 million users YoY last quarter. A 6 % decline. If it’s 90 million this time.. we might be in trouble. But there’s so much else to talk about. The rise of Snapchat+. The pivot to profitability. Only, it’s like ALL the positives were completely ignored the last time they reported and the market just punished it because of NA user decline. But sentiment seems different now. Doesn’t it? Reddit and Pinterest green after earnings.. for one.

degen_contemplation

Read your various posts about SNAP. I bought in September and again around 4$ (call options tho). I was expecting a run up this week before earnings, the fact it's basically flat since the 15th of April made me ponder (given how much the overall market rose during that time period). At this point, it's a binary event. Godspeed, the rational is sound for a rebound (and 3.80$ was the the absolute bottom of the monthly descending channel). Will depends on NA users, and any surprise announcement. Good luck, I have a bunch of money hanging there as well. It's game time ;)

Stonkgang_

Haha nice, I've just put my beer money in NA Key offerings include:High Throughput Computing (HTC) chips: Cuckoo series (e.g., Cuckoo 3.0) — among the first near-memory HTC chips; used for parallel processing tasks like mining and distributed rendering. Features 2.5D memory-intensive designs with high bandwidth (up to 2Tbps in some models). High Performance Computing (HPC) chips and FPU architecture: Integrates HTC + HPC features; latest FPU 3.0 uses 3D DRAM stacking for \~5x power efficiency gains in AI inference. Vision computing chips: For image/video processing and perception tasks. Smart Network Interface Cards (NICs) and distributed computing/storage solutions. AI-focused ASICs: Via strategic investment in Weiheng Technology (5% stake), they develop edge/endpoint AI compute-storage chips optimized for large AI models (integrates with DeepSeek’s models). Giving all of the moves in European stocks there's no way this thing doesn't get moving?

steady_compounder

I think the key question is whether this is a temporary multiple compression story or a real brand slowdown in North America. If NA growth stays soft, a cheap balance sheet can stay cheap for a long time. If they stabilize traffic and stop the governance noise from dominating the story, then yeah the stock probably rerates before the business even looks amazing again.

Substantial_Goose366

I think TSMC is predicting a demand crash before High NA EUV is profitable.

Designer_Respect4285

High NA EUV, not their old EUV. TSM does have another option which they took, they opted not to buy.

MaddogBC

Plenty of farmers making Youtube videos about it. Euro companies a generation ahead setting up shop here to market to NA farmers.

Gloomy_Necesary

Even if they didn’t intel would have been fine. They’re the most sophisticated fab in the world outside of tsmc and they’re in NA with a couple new fab projects halfway done. It was always going to end this way.