The Silicon Autopsy: ASML’s Monopoly and the AI-Driven Capital Expenditure Cycle
Revenue guidance raised by 10%. That single line from ASML’s Q4 2024 update...
semiconductor cycle related articles
Revenue guidance raised by 10%. That single line from ASML’s Q4 2024 update...
Extreme Fear
Market Sentiment
92 million ARB released
Team and early investor shares released
Circulating supply increases by about 2%
Block reward halving event
Block reward reduced to 3.125 BTC
Independent validator client goes live on mainnet
Raises validator limit and account abstraction
Improves data availability sampling efficiency
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Bitcoin Season