Stocks

Jul 27 ASML Slides After Report of China Beginning DUV Tool Production

Jul 27 Apple just hit a fresh ATH above $337 while other Mag 7 have the AI capex concern. Apple’s capex is 1.8% of revenue, Alphabet’s is 37.5%

Jul 27 What do you think of my NASDAQ 100 rebalancing strategy?

Jul 27 Leonardo DRS is near ATH when many peers are down by 40-70%. One report says it’s 9% undervalued. A P/E comparison says it’s expensive.