glintzi
11-01

$ASML Holding NV(ASML)$ I listened to a recent interview with Michael Fouchett. He shows great confidence in the future of ASML. This will probably be a long term hold since Intel $Intel(INTC)$ is apparently struggling to afford the system. Big surprise with their earnings report ( not). But TSMC $Taiwan Semiconductor Manufacturing(TSM)$ is a major buyer as are other chip companies so all is well and should return to normal by mid 2025 if not before.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
1