Berkshire hitting a new high is undeniably impressive, but consider these stocks instead.
Berkshire hitting a new high is undeniably impressive, but consider these stocks instead.
Garvin Jabusch at the Shelton Green Alpha Fund girds against global systemic risk.

More Competition for Nvidia and AMD as Intel Releases Its New Product

10:00am, Saturday, 26'th Mar 2022 The Motley Fool
The unbalance of supply and demand continues to weigh heavily on the semiconductor market.
ASML is the only manufacturer of EUV lithography machines, which revolutionized semiconductors. Here's an inside look at the company relied on by chipmakers.
In a Dutch factory, there's a revolutionary chipmaking machine the whole world has come to rely on. It takes months to assemble, and only one company in the world knows how: Advanced Semiconductor Mat

Intel: Investing To Regain Tech Leadership

06:48am, Tuesday, 22'nd Mar 2022 Seeking Alpha
Intel’s 10nm was delayed & it kept working on future technologies. When will real magic start to happen & unlock strong value for INTC stock? Find out.
ASML's next generation EUV technology, TWINSCAN EXE:5200 system, is bringing Intel closer to its foundry goals by 2025.

ASML (ASML) Gains As Market Dips: What You Should Know

09:50pm, Monday, 21'st Mar 2022 Zacks Investment Research
ASML (ASML) closed the most recent trading day at $682.91, moving +0.45% from the previous trading session.
Now is the time to invest in high-quality growth stocks with a decent margin of safety. The post 7 Growth Stocks to Buy Now for the Coming Recession appeared first on InvestorPlace.
ASML is expected to benefit tremendously from the global semiconductor arms race.
Jefferies analyst Mark Lipacis' analysis of transistor count in CPUs supported his thesis of secular demand for wafer fab equipment. CPU die sizes have increased by 5x - 9x for Intel Corp (NASDAQ:

Goldman Sachs Upgraded ASML To Conviction Buy - Read Why

10:24am, Friday, 18'th Mar 2022 Benzinga
Goldman Sachs analyst Alexander Duval upgraded ASML Holding NV (NASDAQ: ASML) to Conviction Buy from Buy with a €930 price target (57.20% upside).  Duval sees ASML as a "core Digital Enabler"
Hangzhou Hikvision Digital Technology, one of the world’s largest suppliers of video surveillance cameras, plans to buy a second-hand lithography machine made by Dutch firm ASML Holding for its in-house chip manufacturing operation, according to a source familiar with the matter, marking a big move for the Chinese state-owned firm toward tech self-sufficiency amid US trade restrictions and a global semiconductor shortage.Hikvision, which has been under a US trade blacklist since October 2019,…
Futures Surge On Beijing Market Rescue, Ukraine Ceasefire Hopes As Fed Rate Hike Looms Normally, the first rate hike in more than four years meant to spark a "shallow" recession and destroy commodity demand would not be viewed positively by markets (unless it leads to another mega QE, which it will), but today is an exception with global stocks and US futures surging after the Kremlin hinted at progress in peace talks with Ukraine, adding to positive sentiment stoked by China’s vow to stabilize its battered markets which sent Hong Kong stocks soaring by the most on record. At 730am, S&P futures are up 1.3%, with Nasdaq futs +1.8% outperforming amid overnight tech action, influencing European sectors, on the back of China''s jawboning stocks higher and constructive commentary from Ukraine''s Zelensky and Russia''s Lavrov. European bourses are also firmer across the board, Euro Stoxx 50 +3.3%, after a firmer handover from the Asia session and on geopolitical optimism. Treasuries were steady and the dollar slipped ahead of the Federal Reserve rates decision.
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