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TSMC has taken a hit over the past few weeks, falling about 10% YTD amid market turmoil driven by President Trump's tariff threats. I believe this drop is more about short-term fears than any...
In October 2015, before Trump’s 1st term, the now-exiting Canadian PM Justin Trudeau told NYT that Canada is the “first post-national state”. Moreover, Trudeau remarked that “there is no core...
The US stock market, especially the tech sector, is still reeling from the new cost-to-performance efficiency standard established by the Chinese DeepSeek AI model. Over the week, Nvidia...
• Fed FOMC Meeting, PCE inflation data, ‘Big Tech’ earnings will be in focus this week. • Meta’s aggressive push into AI, coupled with strong revenue and earnings growth, makes it an appealing stock...
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...
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