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ASML240628C1115000

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15min DelayClose Jun 28 16:00 ET
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    For the start, what is "AI PC"?
    AI PC refers to a class of computers utilizing AI technology in diverse ways to provide users with enhanced features and a more tailored, efficient computing experience.
    On June 18, AI has significantly boosted the market caps of major tech companies. $NVIDIA(NVDA.US)$ reached a $3.34 trillion market cap, becoming the first for the first time. $Microsoft(MSFT.US)$ follows closely at $3.32...
    From imagination to innovation: Riding the investment tsunami of AI PCs🌪
    From imagination to innovation: Riding the investment tsunami of AI PCs🌪
    From imagination to innovation: Riding the investment tsunami of AI PCs🌪
    +4
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    $Intel(INTC.US)$ is an insane bargain right now, as it is trading at year 1999 stock price.
    Every other comparable tech stock is up 5000%-20000% since then.
    People are too focused on Intel consumer and data center products, which by the way are improving at impressive rate. Now they have AI chip comparable to $NVIDIA(NVDA.US)$ 's H100 (Guadi 3). Lunar lake SoC for laptops based on 3nm, upcoming desktop CPUs based on Intel 20 (Arrow L...
    6
    We're almost halfway through 2024 & it's clear that the biggest winners so far have been semiconductor companies -- let's delve into where these names stand based on their 2025 growth & earnings  🧐
    Tier 1⃣ | $NVIDIA(NVDA.US)$ , % $Micron Technology(MU.US)$ , $Marvell Technology(MRVL.US)$ , $ASML Holding(ASML.US)$ , $Advanced Micro Devices(AMD.US)$
    Tier 2⃣ | $Broadcom(AVGO.US)$ , $KLA Corp(KLAC.US)$ , $Applied Materials(AMAT.US)$ , $Taiwan Semiconductor(TSM.US)$ , $Lam Research(LRCX.US)$ , $Qualcomm(QCOM.US)$ , $Intel(INTC.US)$ , ...
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    I’ve delved into 10 high-quality companies shaping the future. Let's dive in and find your next investment gem💎
    #1 NVIDIA $NVIDIA(NVDA.US)$ : A graphics powerhouse in gaming and AI. Can it maintain its stellar performance?
    #2 Microsoft $Microsoft(MSFT.US)$ : From Word to the cloud, $MSFT is everywhere. Is it the ultimate all-rounder?
    #3 ASML $ASML Holding(ASML.US)$ : Leader in semiconductor equipment. Is $ASML the backbone of modern tech?
    #4 Apple $Apple(AAPL.US)$...
    10 one-pager analyses mega thread!
    10 one-pager analyses mega thread!
    10 one-pager analyses mega thread!
    +7
    Sorry Mr. Jean Boivin, I cannot believe you. A.I is the biggest certainty and Europe the biggest uncertainty. I am from Europe, Belgium. People between 50 and 80 believe still believe in the old, rusted economy. Young investors between 25 and 45 years are leaving Europe "versus" the greatest economy in the World, the VS.
    I am 72 years young, Certified Analyst, and all my European shares, from January, are out of the door except $ASML Holding(ASML.US)$  . Even with very good news the European ...
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