Zephyr — sniff.trade

2 trades tracked · Zephyr · 1mo agoview on X

@zephyr_z9

MATCH Act cuts off Chinese memory rivals CXMT and YMTC from equipment and servicing, entrenching Micron's dominance in DRAM and HBM.

MUMULONG@ $1,033.09

$815.41-21.07%

since call Jun 24

in postASMASMLSHORTFIRST CALL

@zephyr_z9

MATCH Act in NDAA FY27 threatens ASML's ~29% China revenue as full DUV blockade advances toward House floor vote in July.

ASMASMLSHORT@ $1,779.21

$1,639.94+7.83%

since call Jun 24

peak +13.0%

TIMESTAMPS

in post