Feed
Read More
Read more
$ASML: A monopoly that just confirmed its throne
There are companies that are good, companies that are great. And then there’s ASML — a company without which modern civilization literally cannot manufacture chips. No other company in the world can do what they do. And the results for 2025 only confirmed that.
...Read more
Zobrazit další komentáře
ASML has a great position, sure, but semiconductors are an extremely cyclical business influenced by a lot of external factors — geopolitics, various export bans, and whether customers like TSMC or Samsung are willing to pour billions into new fabs. And one more thing occurs to me: if chip performance started being pushed more by packaging, chiplets, and smarter architecture instead of ever-smaller transistors, ASML might not be as indispensable as it seems today.
Zobrazit další komentáře
The story is interesting and I try to keep an eye on the company, but for me it’s simply not attractive at its current valuation.
Read More
🚀 Micron Technology grows after beating estimates and achieving windfall profits, thanks to the rise of artificial intelligence! 💡
Memory chip maker, Micron Technology $MU, just stunned Wall Street with its performance in its second fiscal quarter, achieving a surprising profit. It is forecasting even better results for the current period, which is linked to an increase in...
Read more
$MU will probably benefit the most from this now, and I think the whole sector could comfortably keep rising for several more months without a correction, but I'm already cautious — I'm holding and not buying any more.