➀ ASML Holding NV, a leading semiconductor equipment maker, has revised its 2025 sales forecast; ➁ The new forecast projects net sales between €30 billion and €35 billion, below the previous range; ➂ The announcement was released early due to a technical error, leading to a 16% drop in shares.

1. Netflix is expected to release its Q3 earnings on October 17th, with a high likelihood of a sharp stock decline following the announcement. 2. The company may be approaching the saturation point for subscriber growth and may have exhausted its ability to increase prices further. 3. Data from Sensor Tower indicates negative DAU growth for all three months in Q3, a trend not seen since late 2021.

1. The S&P 500 and Dow Jones Industrial Average reached historic highs. 2. Despite inflation concerns, markets continued to rise due to traders' resilience and positive bank earnings. 3. The Federal Reserve cut interest rates by 50 basis points for the first time since the COVID-19 pandemic.

1. The US economy has been performing exceptionally well compared to other G20 economies over the last 10 years, especially in recent years. 2. Despite high interest rates, the US economy has remained relatively robust. 3. The outperformance of US stocks against European stocks has become more pronounced in the last few years.

➀ The NASDAQ rose 1.5% with NVIDIA up 4% to a three-month high; ➁ The Chinese tech index fell nearly 7% with NIO, Li Auto, and Tencent ADR down more than 8%; ➂ U.S. 10-year Treasury yields rose to a near ten-week high; ➃ The Fed's third-highest official, New York Fed President Williams, said the U.S. economy is ready for a 'soft landing' and supports a 25 basis point cut in November; ➄ European Central Bank Governing Council member Vasle said open to a rate cut in October but not guaranteed for December.

➀ The technology sector, particularly semiconductors, has been leading the rebound in the Hong Kong stock market; ➁ The performance of the technology sector in the A-share market, including the growth of indices like the SSE 300 and the CSI 1000, is impressive; ➂ The short-term outlook for the technology sector remains positive, driven by factors such as the Federal Reserve's easing cycle and new policies in China; ➃ The medium and long-term growth prospects of the technology sector are supported by the country's high-quality development strategy and the potential for new economic growth engines; ➄ The article suggests focusing on ETFs like the Hong Kong Tech ETF (code 159751) and the KOSPI 100 ETF (code 588220) for investment opportunities.

➀ The author encourages readers to embrace the bubble in the stock market, focusing on chip stocks. ➁ The article predicts a bull market and emphasizes the importance of selecting the right sectors, themes, and individual stocks. ➂ The author suggests that technology, especially semiconductor chips, will be the most explosive sector. ➃ A list of 'Top 10 Gods of 300' chip stocks is provided, along with analysis of their market potential and investment strategies.

1. Since the last analysis, Realty Income has delivered a 17.2% return and completed its merger with Spirit Realty Capital. 2. With the transition to a rate-cutting cycle, the company's growth prospects are improving. 3. DCF analysis shows conservative growth estimates, with AFFO indicating sustainable earnings. 4. The article recommends buying Realty Income Corporation at its current stock price due to a projected upside potential of 19.3% and a favorable market environment.

1. Stock trading patterns can be reliable until they aren't; 2. The Fed's focus on jobs over inflation suggests rate cuts in 2024 and 2025; 3. Look for investment opportunities in consumer discretionary, aviation parts, and small-cap biotech sectors.

➀ Jensen Huang's net worth surpasses Intel's market cap; ➁ Huang's AI-focused company, Nvidia, has seen a surge in stock performance; ➂ Intel's financial struggles have led to a drop in its market value.

1. Alibaba's stock has surged almost 60% since the author's buy recommendation in February; 2. The recent Keynesian economic stimulus measures have triggered a significant market squeeze; 3. The options market indicates a Gamma squeeze, suggesting the rally may be nearing an end.

➀ Nomura Holdings Inc. warns that the biggest stock rally in China in 16 years could turn into a bust due to a weaker economy than before the pandemic; ➁ Economists predict a stock market crash similar to 2015, with a higher probability than optimistic scenarios; ➂ The Shanghai Composite Index doubled since September 2014, followed by a 40% drop in about two months, but authorities now have more tools to support stocks.

1. Correctly identified Micron Technology's short-term Sell signal and long-term Buy signal; 2. Recent earnings confirm the long-term Buy outlook; 3. Weekly chart shows a switch from a Sell to a Buy signal, with a bullish double bottom formation; 4. Short-term price drop due to day traders filling the gap from panic buying, but no expectation of retesting the bottom; 5. Company on Model Portfolio Watchlist with a low SID score, anticipating a 32% move up.

1. The S&P 500 fell marginally but ended higher for the week due to strong macro data; 2. Intel faces takeover talks and potential funding; 3. China's stimulus measures boost market sentiment; 4. Nuclear energy support from global banks; 5. Precious metals surge on Fed's rate cut; 6. Meta showcases new AR products; 7. Tech industry news and market trends.

1. AMD's stock has significantly declined, with technical analysis indicating a very weak outlook across daily, weekly, and monthly charts, showing strong sell signals. 2. Short-term and intermediate-term analyses show negative indicators, including a death cross in moving averages and bearish crossovers in stochastics and MACD. 3. Despite some long-term support, the monthly analysis reveals significant downside risks, with bearish SMA crossovers and negative MACD and stochastics signals. Overall, AMD is rated a strong sell due to converging technical indicators suggesting major decline potential in the short and intermediate terms.

➀ Raspberry Pi Holdings PLC's IPO was a success, raising £179 million; ➁ Revenue soared 61% to $144 million in H1 2024; ➂ Profit jumped to 47% to $34.2 million

1. Intel's shares may surge due to Qualcomm's interest in a potential acquisition; 2. Intel's low valuation and strategic fit with Qualcomm's product portfolio make it an attractive target; 3. A merger would be transformative for Intel, but regulatory hurdles and the risk of no deal remain significant concerns.

➀ Apollo Global Management has offered to invest up to $5 billion in Intel; ➁ Apollo has already taken a $11 billion stake in Intel's Irish plant; ➂ Intel's share price has been negatively impacted by its efforts to restore leading-edge manufacturing in the US.

1. Wall Street indexes paused after a significant rally on Wednesday; 2. Core PPI came in hotter than expected, raising concerns about rate cuts; 3. Moderna shares plunged 17.8% due to lower-than-expected sales projections; 4. Nasdaq 100 shows potential for upward movement but faces technical hurdles.