Semis below the EMAs, flow leaning bullish, KOSPI doing its part: $SMH faded intraday again and most names are still sitting below the 21d and 9d EMAs. The counterpoint: options flow yesterday was light but skewed heavily bullish with $SMH in the key orders, and KOSPI closed back above its 21W EMA, a level it hasn't closed below since April 2025. Not enough to get excited yet. Need the EMAs recovered across the board before this base has legs.
$TXN moving to mass production of robot chips this year: Texas Instruments is taking automotive-grade semiconductor tech into mass production for robotics this year. As the humanoid supply chain builds out, $TXN is another established name worth adding to the watchlist alongside the usual suspects.
$ASML on the Micron $3B investment beneficiary list: $MU's $3B strategic investment has $ASML flagged as a direct beneficiary via its lithography and EUV systems. Ties $ASML into the Micron capex cycle specifically.
Aggregated and distilled by Two Sentence Traders. Not financial advice.
