Jasper Hoefkens

🆗️

[Ellen Vermorgen @elvermo]

X-Fab ontvangt €127 miljoen Chips Act-steun voor uitbreiding v MEMS en fotonica productie in Erfurt

= ruim 10% van de beurswaarde

$XFAB

[twicrates 5’8.375 @twicrates]

but wait thats just like saying…

[Tymon 🇪🇺 @tywojci]

this is going to hit Rotterdam worse than the 1940 bombing runs

[Trade Whisperer @TradexWhisperer]

$TSM Two types of idiots today.

Idiot 1: Believes China will invade Taiwan.

Idiot 2: Has no idea the world literally cannot function without TSMC.

SK Hynix, $MU, $AMD, $ARM, $NVDA, $QCOM, $AVGO and even its foundry competitors $INTC and Samsung all depend on TSMC's advanced nodes for cutting edge silicon and logic.

There is no version of reality in which China invades Taiwan to sabotage the entire global semi & AI economy, including their own, just to make 100 enemies at once. Especially under United State's watch.

I've spoken. $DRAM

[pagliacci the hated 🌝 @Slatzism]

@itamarbengvir evergreen

[Open Source Intel @Osint613]

REPORTER: What's stopping Iran from down the road rebuilding and restarting their nuclear program?

JD VANCE: First of all, they would have to get a lot of money in order to rebuild their nuclear program

[RJC @RJCcapital]

*GREENLAND ASKS US TO INVADE IN HOPES OF SECURING DEAL SIMILAR TO IRAN

[Hassan Mafi ‏ @thatdayin1992]

Americans after paying $400B to Iran to reopen a Strait that was already open before the war started

[Sean Strickland @SStricklandMMA]

Who did it better?

[Open Source Intel @Osint613]

JUST IN 🔴

Pakistan PM: Following intensive talks, we are pleased to announce that the Peace Deal between the United States of America and Islamic Republic of Iran has been REACHED. Both sides have declared the immediate and permanent termination of military operations on all fronts, including in Lebanon.

The official signing ceremony will be on Friday, 19 June in Switzerland.

[Jasper Hoefkens @HoefkensJasper]

@PurpleDrink_LLC Zooming out over 30 years for an AI company seems pretty retarded

[PhotonBull @PhotonBull]

Here is the next big memory catalyst

Koreans like to gamble

They are obviously going to beat Czechia with a 3-0 score

They will have a lot of bets on this

They win. They cash out. They buy more memory stocks.

Bullish for Samsung SK Hynix $MU $SNDK $DRAM

[Governor Hochul Press Office @NYGovPress]

Fixed it for you.

[Si Xu @xu_si95720]

@CryptoCyberia

[Jasper Hoefkens @HoefkensJasper]

@j1nv3st @retail_mourinho War was over before it started

Regime change requires land forces

Question is why did Trump want the strait closed?

[TheBigBerbowski @TheBigBerbowski]

@ChairmansLedger I bought some pokemon cards.

You never know where the real alpha is.

[Shervin @zakerishervin]

@mark_slapinski Jews are not represented by Israel, Muslims are not represented by ISIS, and Christians are not represented by the U.S. administration.
These entities use religion as a means for the lust of the power and domination. They have no relationship with people of faith.

[The Bulwark @BulwarkOnline]

Trump: "I didn't guarantee no war."

Trump guaranteeing no more wars:

[Jedi @dhe3g]

No matter how much time passes, I think getting one-shot by a white Mormon kid while blaming gun violence on black people will forever be the worst debate loss. It will never get worse than that. Ever.

[Trita Parsi @tparsi]

The magnitude of what just happened may take some time to sink in.

This is the first time Iran has struck Israel after Israel struck another country's territory (that is, not Iran).

This means that the battle lines have been moved.

Iran's deterrence had already been restored in the sense that Israel knew that any strike on it would be responded to.

But now, Iran has proven that it will also respond to Israeli strikes on Lebanon.

This is the first time in decades that a regional power has the means, capacity, and willingness to put hard power against Israeli military maneuvers or aggression against a third party.

Read full analysis here: https://t.co/CPawJ4TYdr