Both ASML and Applied Materials are rising slightly, with EUV capacity allocation and delivery times for high-end equipment being narratives favored by capital; Texas Instruments is trending up moderately, with the cyclical recovery narrative for automotive and industrial analog chips being gradually priced in; Credo Technology has risen nearly 6%, as the demand for high-speed interconnects in AI hyperscale data centers gives small-cap stocks a higher elasticity premium. All four are moving in the same direction, and it really feels like the overall sector sentiment is warming up👀
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