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F
This makes sense for a few other reasons:
- Only a small elite group of foundry's / IDMs have a real use for EUV - and only on their...
Oct 20, 2025
This makes sense for a few other reasons:
- Only a small elite group of foundry's / IDMs have a real use for EUV - and only on their...
Oct 20, 2025
A
I have studied TSM carefully for almost twenty plus years and hold a very substantial holding averaging around 28 dollars per share...
Oct 20, 2025
The trend for recognized sales is pretty sobering:
Shifting the focus to High-NA further exacerbates this, as they are expected to...
Oct 20, 2025
A
Buffet bought 60M shares of TSMC stock at $68 in 2022 then sold it shortly there after siting geopolitical risks. Today TSM is at $300...
Oct 20, 2025
A
Buffett seldom invests in high-tech at all, with the exception of Apple (and that only because he understands their business model)...
Oct 20, 2025
A
It will burst eventually, but it's not happening anytime soon. The amount of angel investment money available to these companies is huge...
Oct 20, 2025
A
If you look at the AI bubble as both infrastructure build and inference support the bubble will be years in the making. The AI bubble is...
Oct 20, 2025
A
Don’t fear the AI bubble, it’s about to unlock an $8 trillion opportunity according to Goldman Sachs
The AI boom is sustainable, three...
Oct 20, 2025
A
Where’s our Meredith Whitney?
The problem is the keystones of this inevitable bubble are private startups who don’t have the same...
Oct 20, 2025
A
I’d also add that the stocks are not actually pricing in the crazy growth projections and capex announcements. I think most investors...
Oct 20, 2025
F
The trend for recognized sales is pretty sobering:
Shifting the focus to High-NA further exacerbates this, as they are expected to...
Oct 20, 2025
D
Yes. But he would be murdered if he really owned $350B gold.
Oct 20, 2025
E
I wonder what the real story is. Did Nvidia's marketshare in China really drop to zero, or are Chinese buyers still using Nvidia...
Oct 20, 2025
S
That sounds reasonable. Once you pull the rug out from under someone as the US did China, they tend to not step on the rug anymore. The...
Oct 20, 2025
Like.
This makes sense for a few other reasons: - Only a small elite group of foundry's / IDMs have a real use for EUV - and only on their...
Xebec replied to the thread ASML looks to calm fears over 2026 growth as it warns of China sales decline.This makes sense for a few other reasons: - Only a small elite group of foundry's / IDMs have a real use for EUV - and only on their...