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Foreign-Domiciled Leaders Listed in the US: Chips, Fintech, Obesity
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Six leaders headquartered outside the US trade on US exchanges and compete in their own global markets: lithography, foundry, digital banking, commerce software, GPU cloud and obesity drugs. Fresh European news points to ASML's results and Lilly's EU approval pressuring Novo. The basket gives non-US-domiciled franchises with different drivers, so it does not lean on one US sector. Catalysts: - 2026-10-16 Novo faces a larger competitive threat in Europe (NVO) (https://finance.yahoo.com/healthcare/articles/novo-nordisk-cpse-novo-b-161342809.html) - 2026-10-17 Tom's Hardware: ASML earnings, packaging roadmaps, China DGX rival (ASML) (https://www.tomshardware.com/tech-industry/this-week-on-toms-hardware-premium-october-17-2026-packaging-roadmaps-chinese-dgx-spark-rival-emerges-and-digging-into-asmls-earnings) Launch basket (equal weight): ASML, TSM, NU, SHOP, IREN, NVO Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.


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