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Summary It has been revealed recently that China's SMIC seems to have achieved a technological breakthrough of a significant proportion on 7 nm semiconductors, despite our efforts to restrict enabling technologies. Meanwhile, Russia seems intent on executing a full divorce from We...
These are ten stocks to consider worthy candidates to "buy and hold forever." Buy and hold forever shouldn't be taken literally. It's a way to think long-term and ignore short-term fluctuations. I look at the companies' story, shareholder returns, and current valuation compared to...
The market seemed to have bottomed in July 2022, given the general stock recovery in the past three weeks. Most semiconductor stocks have also rallied, with ASML gaining 32.1% to $566.68 since the bottom of $428.88. Assuming a bull run market, we may potentially shake off the stoc...
Why chipmakers are warning about falling demand. Some the auto industry's chip troubles have been self-inflicted. Why semiconductor innovation in the physical space may be reaching its limits. The global chip shortage may finally be showing signs of easing, but t...
Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...
We're at a moment in time when Europe is trading very cheaply again. The US markets have been optimistic, and in their typical fashion, the industrial-dominated Europe still worries about recession and inflation. Concerns are real, and a discount is a discount: buy Europe. T...
KLA maintains a dominant market share in the semiconductor metrology/inspection equipment market with more than a 55% share. KLA’s HoH revenues grew 32%, outpacing Applied Materials (5.8%), Lam Research (6.6%), and ASML (-8%). KLA estimates its 2022 revenue growth at 20% ve...
This month I had a total of 11 transactions. I sold my positions in Power REIT and Reinsurance Group of America. I reached over €1,000 in forward dividends. In contrast to the first half a year of 2022, July was a good month when it comes to stock returns. July wa...
ASML's Q2 earnings card disappointed the media. But it didn't seem to disappoint investors, as it staged a remarkable recovery from its July lows. So is it a dead cat bounce? The company is navigating a series of macro headwinds and company-specific challenges. And the US government w...
ASML reported yet another €5 billion order book increase, and 8.5 billion in new bookings. 2022 guidance was lowered because of €2.8 billion deferred into 2023. Management reiterates the strength of the product lineup and that no single order has been cancelled. ...
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ASML reports €6.2 billion total net sales and €1.6 billion net income in Q2 2024 ASML continues to expect 2024 total net sales to be similar to 2023, supported by a strong second half year VELDHOVEN, the Netherlands, July 17, 2024 – Today, ASML Holding N...
ASML discloses 2024 AGM results Veldhoven, the Netherlands, April 24, 2024 – ASML Holding N.V. (ASML) today announces the results of its Annual General Meeting (AGM) held on April 24, 2024. The 2024 AGM marks the end of the terms of Peter Wennink and Martin van den Brink as Presi...
ASML reports €5.3 billion total net sales and €1.2 billion net income in Q1 2024 2024 outlook unchanged VELDHOVEN, the Netherlands, April 17, 2024 – Today, ASML Holding NV (ASML) has published its 2024 first-quarter results. Q1 total net sales of &...