This machine is so complicated that no other company is even close to being able to make it. It has tens of thousands of components and ASML owns several of the companies that make these components.
I agree very much with you about how do you feel about ASML and TMC, What is your opinion about Nvidia’s future ? Is it going to be like a Microsoft or Cisco ?
A Cisco? No way. I've been long Nvidia since 2017, although I sold quite some shares when the pandemic hit to buy a car. Because of the big surge, it was my second-biggest position until recently, when I sold everything for tax reasons. But Nvidia has a great future ahead of it and I already bought a small position again.
I think that is OK for many people. On the other hand, for me, I want to hold the best and not inferior companies, like Intel (although that one could be bottoming, who knows?).
btw i was a PM subscriber in 2021-22 and also Leandros' newsletter for a while. Are you guys completely off Seeking Alpha? Is substack the best place to resubscribe?
Well done Kris 👏
Both are great and still below fair price 🙌
In how many of ASMLs production locations are they able to build the High NA EUV units?
Would they be able to meet the demand for these specific production units?
I'd love to get the end of this? It's a great cliffhanger though :)
"This machine is so complicated that..."
Ah, you are right. :-)
This machine is so complicated that no other company is even close to being able to make it. It has tens of thousands of components and ASML owns several of the companies that make these components.
I agree very much with you about how do you feel about ASML and TMC, What is your opinion about Nvidia’s future ? Is it going to be like a Microsoft or Cisco ?
A Cisco? No way. I've been long Nvidia since 2017, although I sold quite some shares when the pandemic hit to buy a car. Because of the big surge, it was my second-biggest position until recently, when I sold everything for tax reasons. But Nvidia has a great future ahead of it and I already bought a small position again.
What are your thoughts on an etf like SOXX rather than individual companies?
I think that is OK for many people. On the other hand, for me, I want to hold the best and not inferior companies, like Intel (although that one could be bottoming, who knows?).
btw i was a PM subscriber in 2021-22 and also Leandros' newsletter for a while. Are you guys completely off Seeking Alpha? Is substack the best place to resubscribe?