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Summary During August my passive income was up by 2.90% y/y. During September my passive income was up by 41.14% y/y. I made 40 trades during these two months; 38 buys and 2 sales. Another two months, another two steps towards financial freedom! Sorry for the delay h...
Summary Investors are flocking to USD, and most foreign currencies are now weak. On the surface, investment implications seem slight, but it is quite the contrary. This article will highlight the current market implications and ways that a strong USD influences foreign assets....
Summary Semiconductors have underperformed the market in recent months. Is ASML able to shield itself from the cyclicality of the industry? Tailwinds for the sector remain, with help from government incentives from many different countries. Nobody wants to own semico...
Summary Europe's economic metrics held up decently in the first half of this year, giving rise to some optimism in regards to the economic fallout from its economic divorce with Russia. Deutsche Bank recently released an estimate for EU 2023 GDP growth of -2.2%. I believe that it ...
Summary China sanctions are aiding Chinese equipment companies as HoH growth is 4x greater than non-Chinese equipment companies. Sanctions have also proven ineffective as Chinese companies SMIC have reached the 7nm node and YTC is selling NAND chips to Apple. SMIC has been dev...
Summary One year ago, I gave KLA Corporation a neutral rating based on my DCF analysis and it returned exactly 0% since then. The margin of safety of KLAC improved, and valuation retraced while operating performance improved. Win, win, and win. China has been a significant gro...
Summary Bridgewater Associates’ 13F portfolio value decreased from ~$24.81B to ~$23.60B this quarter. They increased Walmart and CVS Health while dropping Alibaba and JD.com. The top three individual stock positions are Procter & Gamble, Johnson & Johnson, and C...
Summary The United States Bureau of Industry and Security formally announced the banning of four major semiconductor technologies for export in mid-August. In order to retain global leadership via military and defence systems such as satellites, aircraft, and missiles, a home-grow...
Summary Virtually every semiconductor in the world passes through one of Tokyo Electron's systems. Despite this, the company is not that well-known by investors. The semiconductor market size is expected to exceed about $1 trillion by 2030, more than doubling the level in 2020, pr...
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...
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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 &...