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"Foundational tech for the modern digital economy" might not be an overstatement.
The most hyped company in the world right now. Are its products really that good?
Literally otherworldly. Part 1, the company that saved Moore's Law.
Quarterly reports are in. What can we expect from Nvidia, TSMC and ASML moving forward?
And what it means for you as an investor.
Can I get a discount? Part 4, decision time.
How much did you say that cost? Part 3, money money money.
They simply don't miss. Part 2, this one's a doozy.
A simple explanation of the financial terms I use in my articles
New article format, new cadence, new domain, new platform
Let's hope the price is right. Decision time.
Financial analysis reveals a surprise. We need to investigate.
Is the market giving us a fair price? Decision time.
![[Part 1/3] Does Nvidia deserve its reputation as the AI golden child?](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/71844d41-67cd-41ac-a562-c05615e33831/Screenshot_2024-07-17_at_1.58.17_PM.png)
![[Part 4/4] The otherworldly engineering of ASML](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/5cae9dff-6810-4a7e-a03d-665e4a117a67/107034318-1647898983554-NXE3400_Simplify_seq11_20180130.png.jpeg)
![[Part 3/4] The otherworldly engineering of ASML](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/146df70d-11e0-4ce4-8690-b8040c6c57f3/img_607a43fab18db-1450367333.png)
![[Part 2/4] The otherworldly engineering of ASML](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/9e233ecf-eaf9-4b6a-a945-d3a0bc4f00d6/ASML_HighNA_cleanroom_Veldhoven_068.jpg)
![[Part 1/4] The otherworldly engineering of ASML](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/272d8bb5-ed54-45d2-8835-9a9271f50793/img.jpg)
![[Part 3/3] TSMC is the business you've been looking for](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/88159000-2469-486b-a1df-b9c876bea7b0/backup-3.jpg)
![[Part 2/3] TSMC is the business you've been looking for](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/5f96fe46-9296-44da-9088-b18edc950b6a/backup-4.jpg)
![[Part 1/3] TSMC is the business you've been looking for](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/8e743804-b03d-4a01-944e-d1e2bd02567e/wafers-are-hard.jpg)
![[Part 3/3] Does Nvidia deserve its reputation as the AI golden child?](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/4c2b3bab-2b38-4bb4-a171-e53fa107bfe6/5fb71e3f-71a5-493c-8d5a-725fd0bbce11_1660x1158.png)