Not enough people are talking about ASMLB given what ASML actually does.
They make the lithography machines that make the chips that power basically every AI narrative everyone's trading right now. It's upstream of NVDAB, upstream of AMDB, upstream of the whole semiconductor story. 🔬
If you're bullish on AI infrastructure broadly and only holding the chip designers, you're missing the company that makes the equipment those chip designers can't operate without.
Do you hold anything upstream in the supply chain, or mostly the "obvious" AI names? 1) Yes, ASMLB or similar 2) Only the obvious names (NVDAB etc.) 3) Hadn't considered the supply chain angle 4) Not into the AI trade at all
@BinanceCIS $ASMLB #bStocksCIS
They make the lithography machines that make the chips that power basically every AI narrative everyone's trading right now. It's upstream of NVDAB, upstream of AMDB, upstream of the whole semiconductor story. 🔬
If you're bullish on AI infrastructure broadly and only holding the chip designers, you're missing the company that makes the equipment those chip designers can't operate without.
Do you hold anything upstream in the supply chain, or mostly the "obvious" AI names? 1) Yes, ASMLB or similar 2) Only the obvious names (NVDAB etc.) 3) Hadn't considered the supply chain angle 4) Not into the AI trade at all
@BinanceCIS $ASMLB #bStocksCIS