Crumpert
AAPLLoadingMSFTLoadingNVDALoadingGOOGLLoadingAMZNLoadingMETALoadingTSLALoadingSPYLoading
Dylan Shaw

Semiconductor cycle

Dylan Shaw

Foundry capacity, memory pricing, equipment demand, and chip-cycle timing.

Verified@dylanshaw3,652 subscribersSince Jun 2024

Ticker linker

Type a ticker, get a linked price card

Creators can drop tickers into a note and Crumpert turns them into delayed quote cards for readers.

Active trades

Subscriber-only trade list

Paid subscribers can view active tickers, entry prices, and creator trade notes.

2 notes ASML focused letter3-12 months average holdWatchlist driven
FreeSemi cycleASMLApr 14

ASML Watch: Semiconductor Setup I Am Tracking

Dylan Shaw breaks down the current ASML setup, the key level that matters next, and what would make the thesis stronger.

AccumulatingHigh convictionHigh risk 10 min read
ASASMLLoading delayed quote
Read full note
PaidPremium noteASMLApr 13

Premium: ASML Risk Map and Subscriber Notes

Subscribe to unlock Dylan's full ASML risk map and subscriber-only comments.

BearishLow convictionLow risk 12 min read
ASASMLLoading delayed quote
Subscribe to read