US considering to add Changxin Memory (CMXT) to entity list according to FT. Imho this never helps our exports but would be (very) low single digit sales impact to $ASML $ASM #bothlong

Wow

WHAT $NVDA QUANTUM-CLASSICAL AI SUPERCOMPUTER SIGNALS FOR THE FUTURE OF QUANTUM NVIDIA doesn’t signal lightly. When they unveil something like ABCI-Q -- a hybrid quantum-classical AI supercomputer blueprint -- they’re reminding the industry that they don’t just dominate the

SENATOR HAGERTY: STABLECOIN ISSUERS WILL BE THE LARGEST HOLDERS OF U.S. TREASURIES IN THE WORLD BY 2030 - Senator Bill Hagerty

Short USD is now the highest conviction trade...

$TSLA $GOOGL $BIDU

Yesterday eve I and 200 other Digital Natives attended the #BCNL Digital Assets Conference at #ABNAMRO HQ. I see Institutional involvement with major players clearly accelerating and Gen-Y and Gen-Z audience very comfortable with this asset class vis a vis #Tradfi

After yesterday’s ECB-warning on a possible gold short-squeeze we are witnessing a very strong day in precious metals

Morgen weer een nieuwe BeursTalk! Deze week zijn Koen Bender van Mercurius Vermogensbeheer en Marc Langeveld (Marc Langeveld) van Econopolis mijn gasten. Stay tuned! beurstalk.com/afleveringen/

Een mooie aflevering weer van BeursTalk, deze week met Marc Langeveld (Marc Langeveld) van Econopolis en Koen Bender van Mercurius Vermogensbeheer. We bespreken o.a. de kredietstatus van de VS en de oplopende rente op de Treasuries. Verder aandacht voor CATL, Xiaomi en Nvidia.

China Asks Dutch to Ease Chips Export Curbs, Minister Says $ASML $ASM $BESI bloomberg.com/news/articles/…

The US Money Supply hit an all-time high in April for the first time in three years. After a brief hiatus, money printing is back. bilello.blog/newsletter

🚨 $CRM Q1 Earnings 🚨 • Sales $9.83B vs Est. $9.75B • EPS $2.58 vs Est. $2.55 • CRPO: $29.6B -- up 12% YoY Q2 Guidance • Sales $10.14B vs Est. $10.14B • EPS $2.77 vs Est. $2.77 FY26 Guidance • Sales $41.2B vs Est. $41.2B • EPS $11.30 vs Est. $11.30 ~60% of Q1’s Top

JUST IN: NVIDIA reports $44.1 billion in revenue, beating expectations.

BREAKING: Nvidia stock, $NVDA, rises over +4% after reporting record quarterly revenue of $44.1 billion.

Nvidia’s first quarter revenue: 2026: $44.1 billion 2025: $26.0 billion 2024: $7.2 billion 2023: $8.3 billion 2022: $5.7 billion 2021: $3.1 billion 2020: $2.2 billion 2019: $3.2 billion 2018: $1.9 billion 2017: $1.3 billion 2016: $1.2 billion

Salesforce raised its annual sales forecast, signaling that its AI agent product is on a path to contribute significant revenue bloomberg.com/news/articles/…

*NVIDIA'S Q2 FORECAST REFLECTS $8 BLN IN LOST SALES TO CHINA

Initial reaction is +++

BREAKING: U.S. COURT OF INTERNATIONAL TRADE RULES AGAINST PRESIDENT TRUMP’S TARIFFS AS INVALID UNDER IEEPA — PRESIDENT DOES NOT HAVE THE AUTHORITY TO UNILATERALLY IMPOSE TARIFFS