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ASML Holding NV (NASDAQ:AS:ASML) is one of the world's leading semiconductor companies today, practically a monopoly and therefore benefiting from the secular trends surrounding the growth of AI and...
ASML Holding N.V. (NASDAQ:AS:ASML) is one of the most pivotal companies in the global technology ecosystem. As a leading semiconductor equipment manufacturer, its cutting-edge lithography systems...
Lam Research (NASDAQ:LRCX) is a U.S. semiconductor equipment provider that plays a critical role in advancing semiconductor technology, supplying major fabrication plants worldwide. However, due to...
ASML (NASDAQ:AS:ASML) is well-known among technology investors as "the most important tech company you've never heard of." The statement is largely true, given its monopoly on supplying the machines...
Despite ASML (AS:ASML)'s recent stock plungethe largest single-day drop since 1998driven by a sharp decline in net bookings and a downgraded 2025 outlook, the market's reaction seems exaggerated and...
Applied Materials Inc. (NASDAQ:AMAT) is one of the largest and most dominant semiconductor equipment manufacturers in the world. The company's products and services are critical to the production of...
ASML Holding NV (NASDAQ:AS:ASML) is perhaps the most critical company due to the technology it possesses in the semiconductor supply chain. Indeed, the company's lithography equipment is essential...
KLA Corp. (NASDAQ:KLAC) is the world's dominant supplier of process control and yield management solutions for semiconductors, printed circuit boards and flat panel displays. Its products are...
In this episode, we dive into the Bank of Canada's decision to maintain its policy rate at 5%, Tesla (NASDAQ:TSLA)'s challenging earnings report, the impact of shipping issues on the global economy,...
In this episode, Simon and Braden go over what Key Performance Indicators (KPI) they regularly track for each of their personal holdings. Ticker of stocks discussed: GOOG, ASML (AS:ASML), ADSK,...
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