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ASML Holding NV (ASML NA)
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198
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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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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
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376 Views
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bullish
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Thematic (Sector/Industry)
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27 Feb 2024 21:09
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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
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193 Views
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bullish
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Thematic (Sector/Industry)
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27 Feb 2024 09:22
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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
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176 Views
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bearish
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Applied Materials
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19 Feb 2024 17:35
AMAT. Post Earnings Surge For No Good Reason
Q124 revenues of $6.71 billion, flat both QoQ and YoY. Q224 revenue $6.5 billion, in line with peers. No full year 2024 guidance. WFE has more...
William Keating
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312 Views
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bearish
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Lam Research
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29 Jan 2024 15:50
LRCX. Recovery Stalls As Outlook Remains Stubbornly Muted
LRCX Q423 revenue $3.76 billion, +8% QoQ, -29% YoY. Q124 revenues guide $3.7 billion, flat QoQ.Memory IS recovery, but only for HBM & node...
William Keating
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208 Views
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