Balder(@Balder13946731):China’s dual shock just nuked global semis. Homegrown DUV lithography machines entering mass production + CXMT’s insane IPO debut (up ~466%, now China’s most valuable company). Monday bloodbath: $NVDA -5% $ASML -7% $TSM -3% $SKHY -9% Export controls just got a lot less effective. 👀🔥

Balder

@Balder13946731

Quant/AI Trader｜Not Financial Advice｜ Substack: ｜Our free Community | 商务TG:@Balder0405

Joined July 2024

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Balder@Balder13946731

2026.07.27 17:20

China’s dual shock just nuked global semis. Homegrown DUV lithography machines entering mass production + CXMT’s insane IPO debut (up ~466%, now China’s most valuable company). Monday bloodbath: $NVDA -5% $ASML -7% $TSM -3% $SKHY -9% Export controls just got a lot less effective. 👀🔥