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

President Trump may be the BEST TRADER ON WALL STREET right now. New ethics filings show GAINS OVER 100% on AMD, INTEL, BLOOM ENERGY, MARVELL, SEAGATE and SANDISK. Trump's Q1 disclosure shows 3,700+ TRADES, up to $750 MILLION in volume, MORE THAN 40 TRADES PER DAY. He bought NVIDIA, ORACLE, APPLE, MICROSOFT at $1M–$5M each. And sold MICROSOFT, AMAZON, META up to $25 MILLION each. This is capitalism with executive access.

$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.

my prediction on the photonics/laser stuff is, there will be more and more SiPho as we add more lanes and need better mux/demux, TFLN is not gonna win for 400G per lane although you hear it a lot, as some folks already made it working on SiPho and the TFLN price and volume won't be even close to beating SiPho. DSP will be dominated by broadcom and then marvell for a long time, but SiPho is just so much easier to design and make, and the Chinese companies will be taping out most of the SiPho chips and making all the way to various engines and modules. Laser moat of the US companies won't last long, it's not that complicated, and more similar to e.g. battery optimization than complex digital circuit design, and Chinese companies already make most of the andriod and lidar vcsel chips, some of them pretty high power and spec. They control most of In and InP production as well. US laser companies will have to and are already building InP fabs in SEA, theres no In or In purification in the US. If I know more chemistry, I would start an ITO recycling company now.