$ASML Holding NV(ASML)$$ASML Holding NV(ASML)$ vs $NVIDIA(NVDA)$ what would you pick? At around $1,865, ASML has already had a strong run, so I wouldn’t go all-in today. But I don’t think it’s too late for a 3–5+ year position. Why I like ASML ASML is arguably the “picks-and-shovels” monopoly behind advanced AI chips. TSMC, Samsung and Intel need ASML’s lithography equipment to manufacture increasingly advanced chips. The fundamentals are impressive: * Q2 2026 revenue: €9.33B * Q2 net income: €2.92B * Gross margin: 54% * 2026 revenue guidance was raised substantially to €43–45B * Q3 guidance: €11–12B revenue * ASML says AI inves
$Palantir Technologies Inc.(PLTR)$ Would you hold on to $Palantir Technologies Inc.(PLTR)$ ? Yes — I would consider Palantir (PLTR) a long-term holding, but I would treat it as a high-growth, high-valuation position, not a core defensive holding like MSFT or GOOGL. The key issue in September 2026 is not whether Palantir’s business is growing — it clearly is. The issue is how much of that future growth is already priced into the stock. Why I like the long-term business Palantir’s latest numbers are unusually strong: * Q2 2026 revenue: $1.935B, +93% YoY * U.S. commercial revenue: +149% YoY * U.S. government revenue: +90% * U.S. commercial remaining deal value: $6.24B, +124% YoY * Adjusted operati
$Advanced Micro Devices(AMD)$ How high can $Advanced Micro Devices(AMD)$ go? Is it still a buy? Yes — AMD is still a compelling long-term AI/semiconductor story, but at around $560 I would not chase it aggressively. I would treat it as a buy-on-pullbacks / staged-entry stock. Why AMD can go considerably higher The fundamentals are accelerating: * Q2 2026 revenue was $11.54B, +50% YoY. * Data Center revenue was $6.7B, +107% YoY. * AMD expects Q3 revenue around $13B, another ~41% YoY increase. * Non-GAAP gross margin is expected around 56%. * OpenAI and Meta each have agreements covering up to 6GW of AMD GPUs, while Anthropic has announced a deal for up to 2GW of MI450 GPUs. The particularly intere
$Circle Internet Corp.(CRCL)$ If you ask if I would keep $Circle Internet Corp.(CRCL)$ for long term - Yes — I would keep Circle (CRCL) for the long term, but I would treat it as a high-growth/high-risk position rather than a core “set-and-forget” holding. Given your previously mentioned 120 shares around $89.21, the situation has improved: at about $97.50, you’re roughly +9% before costs. More importantly, the long-term thesis is getting stronger. Why I’d keep it 1. USDC is growing strongly. Circle ended Q2 2026 with $73.3B of USDC in circulation, up 19% YoY, while Q2 on-chain transaction volume reached $14.8T. That’s the key metric I’d watch. Circle’s value ultimately depends on USDC be
$Micron Technology(MU)$ Yes — MU is moving again, and this rally looks more fundamental than just momentum. 🔥 What’s driving Micron now? The biggest development is the memory supply squeeze. DRAM and NAND prices are rising sharply as AI data-centre demand competes for capacity. Recent industry estimates suggest DRAM prices could rise around 50% this quarter, with NAND potentially up about 60%. More importantly, Micron is planning to nearly double HBM production capacity to ~100,000 wafers/month by the end of 2026. HBM is the high-margin memory required by AI accelerators. And this isn’t a small recovery: Micron’s FY2026 Q3 revenue reached $41.46B, with net income of $28.24B. 📈 The really interesting part Micron has already risen enormously, so norma
$Circle Internet Corp.(CRCL)$ have $Circle Internet Corp.(CRCL)$ come back now? Bull case — 2–4 years: US$150–200+ volume jumped 151% to US$14.8T. * USDC is the core growth engine. Circulation was US$73.3B in Q2, +19% YoY, while on-chain transaction volume jumped 151% to US$14.8T. , institutional settlement and blockchain infrastructure.* Circle is expanding beyond stablecoins into payments, institutional settlement and blockchain infrastructure. * Arc mainnet launches September 16, with more than 100 ecosystem/institutional builders and major financial institutions involved. * FY2026 “Other Revenue” guidance was dramatically increased from $150–170M to $310–330M, largely because of
$CoreWeave, Inc.(CRWV)$ I sold some to average down the cost. But is it worth holding? I did some analysis. CRWV (CoreWeave) — my take At around US$88, I think CRWV is one of the more interesting but high-risk AI infrastructure stocks. The business momentum is exceptional, but the valuation and enormous capital requirements make this very different from owning NVDA or MSFT. 🚀 What’s very bullish 1. Revenue is exploding * Q2 2026 revenue: $2.58B, up 112% YoY. * Adjusted operating income improved to $128M, versus $21M in Q1. * The company is beginning to demonstrate operating leverage as its infrastructure scales. 2. Backlog is the biggest attraction * Revenue backlog reached $104.2B, up 246% YoY. * CoreWeave also added >$25B of new customer comm
$Advanced Micro Devices(AMD)$ AMD is moving again! What's trigger it? AMD’s latest big move is mainly AI-related, but there were two very specific catalysts on Friday (Aug 14): 1. Baird raised its AMD price target to $1,250 — the highest on Wall Street. That helped trigger the sharp move as investors reassessed AMD’s upside from AI/data-center growth. 2. AMD’s $4.75B debt offering was viewed positively. AMD raised the money without issuing new shares, so there is no immediate equity dilution. Investors interpreted this as giving AMD more financial firepower for its AI expansion, supply commitments and data-center investment. 3. The broader semiconductor/AI trade is recovering. Semiconductor stocks have been rebounding strongly, with analysts pointi
$ASML Holding NV(ASML)$ ASML valuation — August 2026 At about US$1,741/share, ASML has a market value of roughly US$685B. The important point is that the valuation looks expensive on 2026 earnings, but considerably more reasonable if ASML delivers the very strong earnings growth currently expected. ASML’s Q2 was excellent: revenue was €9.33B, net income €2.92B, and management raised 2026 revenue guidance to €43–45B, with 54–56% gross margin. My valuation framework Analyst consensus currently puts 2026 EPS around €37.90, with a range of €31.81–€40.42. Using roughly €38 EPS: Scenario P/E Approx. fair value* View Bear 30× ~€1,140 Significant correction Conservative 35× ~€1,330 Some downside Base 40× ~€1,520 Roughly fair Bull 45× ~€1,710 At