Hi Stocknovice thanks for the mid-month update. I was considering some semi conductor play. I like NVDA (its a strong AI play too) but i cannot bring myself to buy it at this valuation. I briefly looked at ASML and it looks like it could be an interesting company. Strong growth and strong margins - at the top end they are guiding for 40B revenue (up from 21B for FY 22) with margins of 56-60% by 2025. Have you considered ASML? If so, could you breifly share your thoughts on the company? Thank you.
Hi Stocknovice thanks for the mid-month update. I was considering some semi conductor play. I like NVDA (its a strong AI play too) but i cannot bring myself to buy it at this valuation. I briefly looked at ASML and it looks like it could be an interesting company. Strong growth and strong margins - at the top end they are guiding for 40B revenue (up from 21B for FY 22) with margins of 56-60% by 2025. Have you considered ASML? If so, could you breifly share your thoughts on the company? Thank you.
Do not you add mndy? Looks solid report