May. 14 at 3:39 AM
$Q CNBC shout out!
https://www.cnbc.com/2026/05/13/this-semiconductor-supply-chain-stock-has-doubled-wall-street-still-loves-it.html
$Q short term catalyst:
$AMAT earnings tomorrow after mkt
$NVDA earnings 5/20. Has a history of selling off. Will this time be different?
Positive China news from Trump trip
Delaware/Taiwan factory advancements
New coverages (JP Morgan, Morgan, ect)