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ASML Holding NV (ASML NA)
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200
Analysis
Information Technology
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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.
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bullish
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Thematic (Sector/Industry)
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27 Aug 2021 12:15
June Semiconductor Revenues Reach New Record
Semiconductor revenues are breaking historic records. Can this trend continue? Trend analysis indicates that it should end. We will be watching...
Jim Handy
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180 Views
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bullish
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Will Semiconductor Shan
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22 Jul 2021 11:13
Global Equity Strategy: Reason For Caution; Actionable Themes: Services/Technology & Staples
With interest rates expected to move sideways to lower, we recommend a mix of growth and defensive Sectors. Today we focus on Services/Technology...
Vermilion Research
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201 Views
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bearish
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Intel Corp
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17 Jul 2021 05:12
Why Would Intel Buy Global Foundries?
We think its a bonkers idea for Intel to acquire Global Foundries. Unless it wants to accelerate its margin demise. We would increase a short...
Aaron Gabin
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388 Views
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bullish
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Thematic (Sector/Industry)
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10 Jul 2021 08:45
May Semiconductor Revenues Break a Record Once Again
Even the semiconductors that are not in a dire shortage are in tight supply, driving prices and revenues to extraordinary heights. This Insight...
Jim Handy
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344 Views
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bullish
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Micron Technology
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01 Jul 2021 08:12
Micron 3Q Call: Good News with a Caution
Micron's June 30 quarterly earnings call was not ALL good news, but there was enough good news to make the company very attractive. The outlook is...
Jim Handy
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278 Views
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