capex

AI capex is still flowing upstream, and $ASML is showing the clearest strength 🔥

The latest Korea import data points to a rebound in semiconductor equipment spending, with lithography and testing gear leading the move. That usually matters because it reflects real capex intensity from Samsung and SK hynix, not just sentiment.

Bernstein sees the AI-driven storage cycle continuing to support the equipment chain. The strongest read-through is still in lithography, testing, and advanced DRAM expansion, while not every vendor is seeing the same momentum.

Not financial advice. Manage your risk.

#ASML #Semiconductor #AI #Capex #LongSetup

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$TSLA THE CAPEX PARADOX..🤔🤔‼️‼️
Wall Street rewards Meta & MSFT for AI spending, but punishes $TSLA. After hiking Capex to $25B, Tesla hit LOD today.

🤯 Market is spooked by the heavy spend on AI5 chips, SpaceX fab, and Optimus factories. But look closer: 21% margins and a "triple beat" prove the cash machine is working. We are witnessing a transition from EV maker to AI utility. Is this the ultimate "buy the fear" moment or a value trap? 👇🏎️

#TSLA #Tesla #Capex #AI #StockMarket