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.

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