Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
ASML Holding NV (ASML NA)
Watchlist
200
Analysis
Information Technology
•
Netherlands
ASML Holding N.V. develops, produces, and markets semiconductor manufacturing equipment, specifically machines for the production of chips through lithography. The Company services clients world wide.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bullish
•
Thematic (Sector/Industry)
•
28 Mar 2024 07:52
Global Semiconductors: Winners Emerge as Fund Allocations Hit Record Highs
Semiconductor Sector Hits Historic Highs: Record allocations highlight investor confidence in the sector as second phase of bull market drives...
Steven Holden
Follow
375 Views
Share
bearish
•
Macroeconomics
•
11 Mar 2024 19:36
Deglobalization Is Real!
Politically driven deglobalization is happening. Countries will try to outmaneuver one another in preserving or attaining intellectual property and...
Jeroen Blokland
Follow
216 Views
Share
bullish
•
Thematic (Sector/Industry)
•
02 Mar 2024 15:36
Semiconductor WFE 2023 In Review, 2024 Outlook
2023 WFE revenues $93 billion, -1%YoY. Most had expected a 20% YoY decline. We expect 2024 WFE revenues to grow by ~5% YoY. China's WFE spend in...
William Keating
Follow
381 Views
Share
bullish
•
Thematic (Sector/Industry)
•
27 Feb 2024 21:09
•
Syndicated
Europe's Magnificent Eleven
The GRANOLAS Dubbed the “Granolas” by Goldman Sachs in 2020, this basket was chosen because it echoed themes present amongst the Mag 7 (back then...
Investment Talk
Follow
194 Views
Share
bullish
•
Thematic (Sector/Industry)
•
27 Feb 2024 09:22
•
Syndicated
Maverick Charts & Markets - February 2024 Edition #15
note how the -4.63% growth last year was a rate that meant it was the fastest pace of money supply compression since Jan 1933 ... let that sink in!
Maverick Equity Research
Follow
178 Views
Share
First
Previous
9
10
11
12
13
14
15
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.34.2
x