ASML is the invisible backbone of AI and semiconductor revolution. Without ASML: 🚫 No NVIDIA H100 🚫 No AI supercomputers 🚫 No GPT-3/4/5, or Claude 🚫 No scalable data centers They make this $400M machines that basically sit behind all advanced chips

STEPHEN MANDEL'S LONE PINE JUST EXITED AMAZON, MICROSOFT, AND BROADCOM ENTIRELY Here are their updated largest holdings and every move they made in Q1 2026: Top 10 holdings: 🥇 Vistra $VST: $930M 🥈 ASML $ASML: $865M 🥉 Carpenter Technology $CRS: $717M 4. LPL Financial $LPLA: $617M 5. AppLovin $APP: $583M 6. Talen Energy $TLNE: $580M 7. Teradyne $TER: $555M (NEW) 8. Carvana $CVNA: $552M 9. Nu Holdings $NU: $546M 10. Medline $MDLN: $525M New positions: - Teradyne $TER: $555M - Corning $GLW: $506M - MasTec $MTZ: $493M - US Foods $USFD: $350M - Performance Food Group $PFGC: $341M - McKesson $MCK: $339M - Ciena $CIEN: $314M - TeraWulf $WULF: $287M - Hut 8 $HUT: $285M - Argan $AGX: $214M - Alphabet $GOOGL: $54M Biggest adds: - Visa $V: +510% shares - Spotify $SPOT: +288% - AppLovin $APP: +88% - TransDigm $TDG: +86% - Hilton $HLT: +54% - Talen Energy $TLNE: +41% - Carpenter Technology $CRS: +39% - Nu Holdings $NU: +28% - Clean Harbors $CLH: +27% - Tenet Healthcare $THC: +26% - Vistra $VST: +19% Biggest trims: - KKR $KKR: -96% shares - Amphenol $APH: -92% - Vulcan Materials $VMC: -91% - Taiwan Semiconductor $TSM: -54% - Booking Holdings $BKNG: -48% - Boston Scientific $BSX: -48% - Mastercard $MA: -41% - Brookfield $BN: -30% Full exits: - Broadcom: $599M - Microsoft: $597M - DoorDash: $573M - Amazon: $557M - Philip Morris: $424M - Wingstop: $380M - Affirm: $284M The rotation: out of mega-cap tech, payments, and consumer discretionary. Into power and AI infrastructure ($VST, $TLNE, $WULF, $HUT, $MTZ, $AGX), industrials ($CRS, $TER, $GLW, $CIEN), and healthcare/food distribution ($MCK, $USFD, $PFGC).

All these stocks hit new 52 WEEK HIGHS at some point today Nvidia $NVDA Taiwan Semiconductor $TSM Broadcom $AVGO Nebius $NBIS Marvell $MRVL Applied Materials $AMAT Rocket Lab $RKLB Ford $F Cisco $CSCO Bloom Energy $BE Nokia $NOK ASML Holdings $ASML Palo Alto Networks $PANW Crowdstrike $CRWD Texas Instruments $TXN Lam Research $LRCX Hewlett Packard Enterprise $HPE ON Semiconductor $ON Vertiv Holdings $VRT Knight-Swift $KNX Enbridge $ENB Tower Semiconductor $TSEM Applied Digital Corp $APLD Intuitive Machines $LUNR STMicroelectronics $STM Starbucks $SBUX CVS Corp $CVS Philip Morris $PM Echostar $SATS Morgan Stanley $MS J.B. Hunt Transport $JBHT Viking Holdings $VIK Fortinet $FTNT Sterling Infrastructure $STRL British American Tobacco $BTI Comfort Systems USA $FIX Core Scientific $CORZ Vicor Corp $VICR United Microelectronics $UMC Casey's General Stores $CASY Interactive Brokers $IBKR Borgwarner $BWA Targa Resources $TRGP Royalty Pharma $RPRX Arrowhead Pharma $ARWR Viasat $VSAT Ericsson $ERIC Docusign $DOC Madison Square Garden Sports $MSGS

In an advanced-node production line (e.g. CoWoS, CoPoS), Applied Materials' cumulative equipment installed value can be at least comparable to ASML’s total installed value. Yet, $AMAT currently has 1/2 the market value of $ASML.

DAN LOEB JUST CUT NVIDIA BY 94% AND EXITED MICROSOFT AND PG&E ENTIRELY Here are their updated largest holdings and every move they made in Q1 2026: Top 10 holdings: 🥇 Amazon $AMZN: $404M 🥈 Telephone and Data Systems $TDS: $278M 🥉 CRH $CRH: $200M 4. Somnigroup International $TPX: $168M 5. Carpenter Technology $CRS: $122M 6. MasTec $MTZ: $103M 7. Danaher $DHR: $100M 8. Taiwan Semiconductor $TSM: $93M 9. API Group $APG: $82M 10. Live Nation $LYV: $71M New positions: - Meta $META: $51M - Alphabet $GOOGL: $50M - SPDR Gold $GLD: $41M - Hut 8 $HUT: $41M - TransDigm $TDG: $29M - KLA Corp $KLAC: $16M - Lam Research $LRCX: $16M - ASML $ASML: $16M - Broadcom $AVGO: $15M - VanEck Semiconductor ETF $SMH: $15M Biggest trims: - NVIDIA $NVDA: -94% shares - Union Pacific $UNP: -94% - Norfolk Southern $NSC: -90% - SharkNinja $SN: -89% - Capital One $COF: -87% - Live Nation $LYV: -73% - MasTec $MTZ: -65% - Carpenter Technology $CRS: -60% - Somnigroup $TPX: -33% - API Group $APG: -32% Full exits: - PG&E $PCG: $551M - Microsoft $MSFT: $447M - Brookfield $BN: $285M - Casey's General Stores $CASY: $251M - CoStar Group $CSGP: $213M - Rocket Companies $RKT: $184M - LPL Financial $LPLA: $182M - Chipotle $CMG: $175M - Constellation Energy $CEG: $168M - Vistra $VST: $162M - Alibaba $BABA: $121M - Comfort Systems $FIX: $98M - Spotify $SPOT: $58M - Kenvue $KVUE: $56M - Progressive $PGR: $50M - Thermo Fisher $TMO: $29M - Wix $WIX: $23M - CSX $CSX: $18M The rotation: out of NVIDIA, Microsoft, PG&E, rails, and most consumer/discretionary. Into gold, Bitcoin miners, mega-cap tech (Meta, Google), and broad semi exposure (ASML, AVGO, KLAC, LRCX, SMH).

$CHPY is an actively managed ETF that invests directly in 15 to 30 semiconductor stocks and sells call spreads to generate weekly income. If you invested $10,000 in $CHPY at launch in April 2025, here is what you'd have: - Original investment: $10,000 - Current value (with distributions reinvested): $21,294 - Total return: $11,294 (+112.94%) Here are some more stats you should know: Expense Ratio: 1.03% Assets Under Management: $804.9M Launched: April 2, 2025 Distribution Frequency: Weekly Distribution Rate: 45.22% Top 10 Holdings: NVIDIA $NVDA 6.73% weighting Broadcom $AVGO 6.49% Intel $INTC 5.72% Marvell Technology $MRVL 5.37% Lam Research $LRCX 5.30% Advanced Micro Devices $AMD 4.77% Micron Technology $MU 4.58% ARM Holdings $ARM 4.52% ASML Holding $ASML 3.99% ASE Technology Holding $ASX 3.73% Performance: 1 Month: +30.18% 🟢 3 Month: +28.95% 🟢 6 Month: +44.49% 🟢 1 Year: +117.18% 🟢 Since launch: +112.94% 🟢 Disclosure: YieldMax is a WOLF Financial Partner. This is for informational purposes only, not investment advice. Always read the funds prospectus.

▶ SK Hynix flooded with unprecedented offers from Big Tech to secure chip supplies - SK Hynix is reportedly receiving aggressive proposals from global Big Tech firms to fund new production line investments and the purchase of expensive semiconductor manufacturing equipment. - These offers are highly unusual in the global memory industry, coming as demand for memory chips — essential for AI data centers, smartphones, and PCs — has surged beyond what chipmakers can supply. - According to multiple sources, SK Hynix's customers have proposed directly investing in dedicated memory production lines. - Other proposals involve customers funding the purchase of ASML's EUV (extreme ultraviolet) lithography equipment. EUV tools, which etch circuit patterns onto silicon wafers, cost several hundred million dollars per unit. - However, with ample cash on hand, SK Hynix is taking a cautious stance toward accepting customer financing. - The concern is that such arrangements could lock the company into specific customers and potentially require it to supply memory at lower prices in exchange for guaranteed long-term supply. - An SK Hynix official said, "Regardless of the form of the proposal, our currently available production capacity is essentially 'zero,'" adding that "we don't even have small volumes that could be allocated to specific customers." - The official also noted that investment proposals have been made targeting the Phase 1 production line of the large-scale fab currently under construction at the Yongin cluster. - This pattern departs from the memory industry's traditional boom-bust cycle, with the industry increasingly viewing the current AI-driven demand growth as long-term structural growth rather than a short-term cycle. - The development underscores the intensifying competition to secure memory chips amid the AI boom.

Felix spot equities allow traders to enter short term positions on different earnings reports without having to offramp to access deep liquidity, incur FX costs, or endure long settlement times. This week users can trade spot on the following earnings reports: Tuesday 14 April: >Bitmine (BMNR) >BlackRock (BLK) >Citigroup (C) >Johnson and Johnson (JNJ) >JP Morgan (JPM) >Wells Fargo (WFC) Wednesday 15 April: >ASML Holding (ASML) >Bank of America (BAC) Thursday 16 April: >Abbott Laboratories (ABT) >Charles Schwab (SCHW) >Netflix (NFLX) >Pepsico (PEP) >Taiwan Semiconductor (TSM)

🙏 LBankers, This week we continued accelerating across markets, products, and global brand positioning, with strong signals coming from both TradFi integration and IP-driven growth. Here is what we achieved: 1️⃣ Market Expansion & TradFi Growth 🌍 This week, LBank reinforced its position at the intersection of traditional finance and crypto. Daily TradFi trading volume surpassed $2B, supported by a growing suite of 120+ USDT-settled trading pairs across equities, commodities, and indices. Key assets like ASML, LLY, and SPY led activity, highlighting increasing demand for diversified exposure on-chain. At the same time, global community initiatives and KOL collaborations continued to drive user acquisition and trading participation, strengthening our multi-market presence in a more unified and scalable way. 2️⃣ Ponke IP Campaign, Full-Funnel Execution 🐒 The #LBankxPonke# campaign continued to dominate mindshare, evolving into a complete full-funnel growth engine. From viral content distribution and meme-native creatives to interactive activations and incentive campaigns, the collaboration successfully merged culture with conversion. Highlights include: • Sticker packs and multi-channel content rollout • Gamified activations and airdrop campaigns • Ponke-themed Twitter Space reaching 100K+ listeners and ranking #1# platform-wide This campaign proves that strong IP, when executed correctly, can drive both attention and measurable user growth at scale. 3️⃣ Product & Trading Infrastructure 🚀 LBank continued strengthening its product suite and trading capabilities: • BoostHub Phase 19, BTC Edition, launched with a 1 BTC reward pool • Daily TradFi volume exceeded $2B, signaling strong product-market fit • Omni Futures upgraded to Omni5000, now offering up to 5000x leverage across major assets including BTC, ETH, gold, and U.S. equities These upgrades further position LBank as a high-performance, multi-asset trading platform built for both retail and advanced traders. 4️⃣ Global Media & Brand Authority 📣 This quarter, LBank secured strong organic media coverage across top-tier platforms, reinforcing long-term brand credibility. With 26 high-quality media endorsements, LBank was featured across exchange rankings, market analysis reports, and industry reviews. Highlights include recognition among top low-fee exchanges and consistent visibility across leading crypto and financial media platforms. This growing media presence strengthens our SEO authority and reinforces LBank’s global positioning. Momentum is building across every layer, from product innovation and trading volume to culture-driven campaigns and global visibility. Thank you for being part of LBank’s journey. As always onward! ✊🔐 #LBank# #Crypto# #Web3# #TradeFi#