---
title: Syz The Moment | Technology
description: Technology | Syz The Moment
---

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## Straight from the Desk

# **Syz** the moment

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Show more

23 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/europes-largest-company-asml-which-makes-the-machines-to-make-the-most-advanced-semiconductors-sold-0-worth-of-product-to-customers-within-europe-last-quarter&text=Europe>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/europes-largest-company-asml-which-makes-the-machines-to-make-the-most-advanced-semiconductors-sold-0-worth-of-product-to-customers-within-europe-last-quarter&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1790090257735.jpg&title=Europe>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/europes-largest-company-asml-which-makes-the-machines-to-make-the-most-advanced-semiconductors-sold-0-worth-of-product-to-customers-within-europe-last-quarter>

#### Europe's largest company $ASML which makes the machines to make the most advanced semiconductors, sold $0 worth of product to customers within Europe last quarter.

Source: Evan

[#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#europe](https://blog.syzgroup.com/syz-the-moment/tag/europe)

![Europe's largest company $ASML which makes the machines to make the most advanced semiconductors, sold $0 worth of product to customers within Europe last quarter.](https://blog.syzgroup.com/hubfs/1790090257735.jpg)

![Europe's largest company $ASML which makes the machines to make the most advanced semiconductors, sold $0 worth of product to customers within Europe last quarter.](https://blog.syzgroup.com/hubfs/1790090257735.jpg)

23 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/jp-morgan-says-metas-muse-could-become-the-most-used-ai-app-since-chatgpt.-heres-why&text=JP%20MORGAN%20SAYS%20$META>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/jp-morgan-says-metas-muse-could-become-the-most-used-ai-app-since-chatgpt.-heres-why&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1790140341269.jpg&title=JP%20MORGAN%20SAYS%20$META>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/jp-morgan-says-metas-muse-could-become-the-most-used-ai-app-since-chatgpt.-heres-why>

#### JP MORGAN SAYS $META'S MUSE COULD BECOME THE MOST USED AI APP SINCE CHATGPT. Here’s why:

 Source. Nicholas Mugalli

[#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai)

![JP MORGAN SAYS $META'S MUSE COULD BECOME THE MOST USED AI APP SINCE CHATGPT. Here’s why:](https://blog.syzgroup.com/hubfs/1790140341269.jpg)

![JP MORGAN SAYS $META'S MUSE COULD BECOME THE MOST USED AI APP SINCE CHATGPT. Here’s why:](https://blog.syzgroup.com/hubfs/1790140341269.jpg)

22 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/three-ipos-are-worth-more-than-all-ipos-in-the-last-45-years-of-tech&text=Three%20IPOs%20are%20worth%20more%20than…%20all%20IPOs%20in%20the%20last%2045%20years%20of%20tech>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/three-ipos-are-worth-more-than-all-ipos-in-the-last-45-years-of-tech&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1790054619862.jpg&title=Three%20IPOs%20are%20worth%20more%20than…%20all%20IPOs%20in%20the%20last%2045%20years%20of%20tech&summary=Source:%20@jason&source=https://blog.syzgroup.com/syz-the-moment/three-ipos-are-worth-more-than-all-ipos-in-the-last-45-years-of-tech>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/three-ipos-are-worth-more-than-all-ipos-in-the-last-45-years-of-tech>

#### Three IPOs are worth more than… all IPOs in the last 45 years of tech

Source: @jason

[#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities)

![Three IPOs are worth more than… all IPOs in the last 45 years of tech](https://blog.syzgroup.com/hubfs/1790054619862.jpg)

![Three IPOs are worth more than… all IPOs in the last 45 years of tech](https://blog.syzgroup.com/hubfs/1790054619862.jpg)

15 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/technical-warning-on-semiconductors&text=Technical%20warning%20on%20semiconductors>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/technical-warning-on-semiconductors&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1789449153771.jpg&title=Technical%20warning%20on%20semiconductors&summary=SMH%20is%20breaking%20below%20the%20dynamic%20formation.%20We%20are%20already%20well%20below%20the%20100-day%20MA,%20while%20the%20200-day%20MA%20sits%20considerably%20lower.%20Source:%20TME&source=https://blog.syzgroup.com/syz-the-moment/technical-warning-on-semiconductors>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/technical-warning-on-semiconductors>

#### Technical warning on semiconductors

SMH is breaking below the dynamic formation. We are already well below the 100-day MA, while the 200-day MA sits considerably lower. Source: TME

[#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology)

![Technical warning on semiconductors](https://blog.syzgroup.com/hubfs/1789449153771.jpg)

![Technical warning on semiconductors](https://blog.syzgroup.com/hubfs/1789449153771.jpg)

9 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/profit-margins-tech-is-doing-the-heavy-lifting&text=Profit%20margins:%20Tech%20is%20doing%20the%20heavy%20lifting>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/profit-margins-tech-is-doing-the-heavy-lifting&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1788933990263.jpg&title=Profit%20margins:%20Tech%20is%20doing%20the%20heavy%20lifting&summary=Source:%20Topdown%20charts&source=https://blog.syzgroup.com/syz-the-moment/profit-margins-tech-is-doing-the-heavy-lifting>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/profit-margins-tech-is-doing-the-heavy-lifting>

#### Profit margins: Tech is doing the heavy lifting

 Source: Topdown charts

[#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities)

![Profit margins: Tech is doing the heavy lifting](https://blog.syzgroup.com/hubfs/1788933990263.jpg)

![Profit margins: Tech is doing the heavy lifting](https://blog.syzgroup.com/hubfs/1788933990263.jpg)

7 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/ai-prices-have-plunged-as-much-in-3-years-as-pc-prices-did-in-15&text=AI%20prices%20have%20plunged%20as%20much%20in%203%20years%20as%20PC%20prices%20did%20in%2015>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/ai-prices-have-plunged-as-much-in-3-years-as-pc-prices-did-in-15&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1788695952160.jpg&title=AI%20prices%20have%20plunged%20as%20much%20in%203%20years%20as%20PC%20prices%20did%20in%2015&summary=Source:%20Barchart&source=https://blog.syzgroup.com/syz-the-moment/ai-prices-have-plunged-as-much-in-3-years-as-pc-prices-did-in-15>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/ai-prices-have-plunged-as-much-in-3-years-as-pc-prices-did-in-15>

#### AI prices have plunged as much in 3 years as PC prices did in 15

Source: Barchart

[#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai)

![AI prices have plunged as much in 3 years as PC prices did in 15](https://blog.syzgroup.com/hubfs/1788695952160.jpg)

![AI prices have plunged as much in 3 years as PC prices did in 15](https://blog.syzgroup.com/hubfs/1788695952160.jpg)

3 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/broadcoms-transformation-is-wild&text=Broadcom’s%20transformation%20is%20wild.>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/broadcoms-transformation-is-wild&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1788381823445.jpg&title=Broadcom’s%20transformation%20is%20wild.&summary=$AVGO%20quarterly%20revenue:%202019%20→%20~$6B%20Today%20→%20~$30B%20VMware%20added%20a%20new%20engine.%20AI%20sent%20semiconductors%20soaring.%20Source:%20App%20Economy%20Insights&source=https://blog.syzgroup.com/syz-the-moment/broadcoms-transformation-is-wild>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/broadcoms-transformation-is-wild>

#### Broadcom’s transformation is wild.

$AVGO quarterly revenue: 2019 → ~$6B Today → ~$30B VMware added a new engine. AI sent semiconductors soaring. Source: App Economy Insights

[#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai)

![Broadcom’s transformation is wild.](https://blog.syzgroup.com/hubfs/1788381823445.jpg)

![Broadcom’s transformation is wild.](https://blog.syzgroup.com/hubfs/1788381823445.jpg)

3 Sep 2026

- <https://twitter.com/intent/tweet?url=https://blog.syzgroup.com/syz-the-moment/memory-prices-have-surged-as-ai-datacenters-demand-a-growing-share-of-the-worlds-dram-supply&text=Memory%20prices%20have%20surged%20as%20AI%20datacenters%20demand%20a%20growing%20share%20of%20the%20world>
- <http://www.linkedin.com/shareArticle?mini=true&url=https://blog.syzgroup.com/syz-the-moment/memory-prices-have-surged-as-ai-datacenters-demand-a-growing-share-of-the-worlds-dram-supply&submitted-image-url=https://25733253.fs1.hubspotusercontent-eu1.net/hubfs/25733253/1788378581971.jpg&title=Memory%20prices%20have%20surged%20as%20AI%20datacenters%20demand%20a%20growing%20share%20of%20the%20world>
- <https://www.facebook.com/sharer/sharer.php?u=https://blog.syzgroup.com/syz-the-moment/memory-prices-have-surged-as-ai-datacenters-demand-a-growing-share-of-the-worlds-dram-supply>

#### Memory prices have surged as AI datacenters demand a growing share of the world's DRAM supply.

Source: Hedgeye

[#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai)

![Memory prices have surged as AI datacenters demand a growing share of the world's DRAM supply.](https://blog.syzgroup.com/hubfs/1788378581971.jpg)

![Memory prices have surged as AI datacenters demand a growing share of the world's DRAM supply.](https://blog.syzgroup.com/hubfs/1788378581971.jpg)

[1](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/5)

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