People fretting over $ASML Holding NV(ASML)$ at $1,718 as if EUV machines grow on trees. $Taiwan Semiconductor Manufacturing(TSM)$ , Samsung, $Intel(INTC)$ all need them. Revenue up 50% YoY, margins expanding to 57%. It's a monopoly, so the noise around it doesn't change much. If it dips, I'd rather add before the print.
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.
