And no unfortunately, I don't have an analysis about MPWR. The company is much more expensive but with higher growth and potential. We are close to a very interesting zone around $600
Super article ! ASML domine la litho, KLA excelle en contrôle, Lam Research mise sur les services récurrents, et Applied Materials est plus diversifiée. Chacune a sa niche et son potentiel, même si la croissance future pourrait ralentir. À suivre de près ! /***/Great article! ASML dominates lithography, KLA excels in control, Lam Research focuses on recurring services, and Applied Materials is more diversified. Each has its niche and potential, although future growth may slow down. Definitely one to keep an eye on!
Great read. I have a long position in each of the 4 stocks you focused on!
You hit the nail right on its head. Each company has their own focus and there is an upside from gaining exposure to all.
Thanks for the feedback!
Excellent, thank you very much.
Do you have an analyse about MPWR?
Thanks. Appreciate it!
And no unfortunately, I don't have an analysis about MPWR. The company is much more expensive but with higher growth and potential. We are close to a very interesting zone around $600
Is that a picture of an actual machine or a toy model for kids made by Mattel?
It is a machine from Applied Materials!
Short and clear. Thanks QS!
My pleasure! Thanks for the feedback!
As usual, very informative and thought provoking article. Clearly you enjoy researching. Thanks for sharing.
Glad you liked it! Thanks for the feedback!
Great breakdown! Ty
My pleasure. Glad you liked it!
Super article ! ASML domine la litho, KLA excelle en contrôle, Lam Research mise sur les services récurrents, et Applied Materials est plus diversifiée. Chacune a sa niche et son potentiel, même si la croissance future pourrait ralentir. À suivre de près ! /***/Great article! ASML dominates lithography, KLA excels in control, Lam Research focuses on recurring services, and Applied Materials is more diversified. Each has its niche and potential, although future growth may slow down. Definitely one to keep an eye on!
Thank you! Glad you liked it and great summary!