ASML's Bounce - Anyone Else Watching Semi-Cap for Sector Strength?

Morning all. Kicking things off today, I'm watching the continued bounce in some of the semiconductor equipment names, specifically $ASML. It's up another 3.80% today, trading around 1799.38, building on yesterday's momentum. It's not a massive move, but after some of the recent noise about China demand and general tech sector wobbles, seeing this kind of resilience in a bellwether like ASML is interesting.

My thinking is, if we're seeing strength in the core capital expenditure plays for chip manufacturing, it might signal underlying confidence in future demand for chips themselves, which could be a broader read-through for tech and even the overall economic outlook. It's making me wonder if the market is quietly anticipating a better back half of the year for the sector than some of the recent narratives suggested. I'm keeping an eye on other semi-cap names and related industries to see if this is more widespread or just specific to ASML's quarterly color. Anyone else see this as a potential canary in the coal mine for a broader tech recovery, or just noise?