ASML

Everything Filings Intel has said about ASML across all issues.

• Coatue cut Microsoft by $1.58B, exited Oracle/Snow/Adobe/AMD/ARM Issue 5
  Alongside: MSFTORCLSNOWADBEAMDARMEQIX
• Two AI specialists filed late, took opposite sides of the same trade Issue 7
  Alongside: NVDAAMDTSMAVGOMUORCL
• Aschenbrenner raised $8B and concentrated it on the merchant silicon stack Issue 7
  Alongside: NVDAAMDTSMAVGOMUORCLBECRWV