DeepSeek Isn't New, Nvidia Concerns, Downgrading AMD + 3 Semi Caps
Sara Awad from Tech Stock Pros and investing group Tech Contrarians, explains the DeepSeek story and contextualizes Nvidia ...
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ASML launches high technology for more advanced chips
ASML will launch its new high lithography machine, allowing smaller and more powerful chips. Intel will be the first to ...
China's chipmaking equipment purchase set to decline in 2025 - report
The purchase of chipmaking equipment by China is set to decline this year after three years of growth, amid challenges of overcapacity and  U.S. export curbs, Reuters reported, citing semiconductor ...
Better Artificial Intelligence Stock: Nvidia vs. ASML
However, ASML's stock trades at a premium to the S&P 500, with a forward earnings multiple of 29.3 times, reflecting its crucial role in the semiconductor industry and the ongoing AI boom. While the ...
ASML Holding N.V. (ASML): A Bull Case Theory
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V. (ASML)’s share was trading at ...