Sep. 1 at 8:27 AM
$ZNOG $ASML $RFAI $KARRAT $IFRX ZNOG is speculative energy exposure, ASML benefits from advanced semiconductor-equipment demand, RFAI remains speculative, Karrat is gaming/consumer-oriented speculative exposure, and InflaRx is biotech catalyst-driven. Iβm watching chip capex, oil developments, gaming engagement, and clinical data.