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TSM , AMAT , ASML , KLAC , LRCX , TER

+45 pts



$TSM's results are a positive read for $AMAT $ASML $KLAC $LRCX and $TER

By bbern3 on Jan. 13, 2022, 12:09 p.m.
Tagged topics: semiconductors

Views: 157, Votes: 6, Responses: 0, Attachments: 1
MU , ASML , LRCX , AMAT , DELL , CSCO , AAPL , HPE

+36 pts



DRAM likely to have a positive inflection in mid-2022 and next upcycle expected to last until 2023

By bbern3 on Jan. 11, 2022, 12:39 p.m.
Tagged topics: deep dive

Views: 152, Votes: 3, Responses: 0, Attachments: 2
APTV , ASML , CMS , EVRG

+42 pts



10 stocks with rising or already-high Green exposure likely to gain greater attention from ESG investors

By ethonomics on Nov. 17, 2021, 5:27 p.m.
Tagged topics: ESG investors , green capex , sustainable finance

Views: 202, Votes: 5, Responses: 1, Attachments: 1
ASML , AMAT , KLAC , LRCX , TSM , INTC , MU , ENTG

+60 pts



Goldman says use of Extreme Ultraviolet (EUV) lithography in semiconductors is more extensive than previously thought

By bbern3 on Sept. 22, 2021, 12:45 p.m.
Tagged topics: deep dive , Goldman Sachs , semiconductors , EUV , Extreme Ultraviolet lithography

Views: 302, Votes: 7, Responses: 2, Attachments: 2