Daily Alpha · Substack
· Post-Market Alpha · by Buzzberg Research
SemiAnalysis says ASML is building a hybrid bonding tool, and QTR argues Nvidia must backstop CoreWeave if the stock keeps collapsing.
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Substack - SemiAnalysis
SemiAnalysis: ASML is building a hybrid bonding tool
SemiAnalysis says ASML has not announced anything, but its patent filings, a news report and its roadmap suggest it is building a hybrid bonding tool, likely starting with die-to-wafer.
Die-to-wafer is harder to build than wafer-to-wafer but is where SemiAnalysis thinks ASML could gain an edge.
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Substack - QTR’s Fringe Finance
QTR: Nvidia must backstop CoreWeave if the stock keeps collapsing
After Jensen Huang said CoreWeave doesn't need a financial backstop, QTR argues Nvidia must provide one anyway if the stock keeps collapsing.
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public excerpt
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