A couple of videos ago, I said I am a young investor and happy with my 2 shares. Now after the split I bought some more and own 40 shares 😍 love the videos to stay updated and get your opinions
You guys are great. A suggestion. Is it possible to email subscribers a link to each of your new videos either as soon as they come out or perhaps a little early? Thanks
Hey there, thanks for being a subscriber. You can turn notifications on in TH-cam and that should let you know every time a video is posted. You can also find more content on our Discord channel by becoming a Semi Insider: ko-fi.com/chipstockinvestor/tiers
You know I ❤️ My Lammy!😬 Thank you for watching out for her, she had been feeling a little neglected lately. Thank you for cheering her up a little bit. I'm confident she will rebound to her former self, And Thrive!🤑
Thanks guys. Very useful piece. The equal weighted semiconductor ETF's are lagging the S&P 500. 1H 24' was strong for them but really tailed off in 2H. I think this is healthy for the future. Anything "NON-AI data center" has taken much longer than expected to bottom and then lower growth than expected once they have bottomed. I was conccerned in 1H 24' about any "non AI" semi stock being bloated but now getting ready to start accumulating so not late to the party. When would you expect the non AI semis to start their cyclical run assuming end markets like auto, pc, smart phone, finally industrial pick up mid 2025? Thx
Glad I stuck with LRCX. Bought three shares before the split at $750. After the split, bought more at $72 and $74. Current;y holding 120 shares and am in it for the long.
@@thanks2frank, yes it was - and even higher than that. 10-for-1 split. It pays out a reasonable quarterly dividend too. We’ll see what it can do over the next 5 to 7 years.
There's a paper by Tsumoru Shintake titled "Can we improve the energy efficiency of EUV lithography?", where a method is proposed that uses fewer mirrors. Each mirror reflects less than 70% of the EUV light it receives, so using fewer mirrors saves energy. My non-expert takeaway is that Shintake's ideas have problems that mean they won't be quick and easy to implement. Techzine has a piece titled "Japanese technique for affordable EUV threatens ASML monopoly". A good source says that Shintake's ideas are complimentary to ASML's technology, and the source is critical of media outside of Japan that describes the ideas as a threat to ASML. I'm skipping my Chief Panic Officer shtick because the Supreme Agents of Panic got there first.
We've read these papers. Not much can be done without ASML's sign off at the moment. The adoption of the really expensive high-NA machines is the real risk. No more panicking!
Chip equipment manufacturers are even more cyclical than chip fabs so I no longer invest in them. I concur with Dan Ives who stated that’s the wrong end of the AI investment gains.
More cyclical? Well, that depends on the equipment provider, and which fab we're talking about. Ultimately, these are all manufacturing businesses, so cycles are a normal part of the game.
I own both, ASML and Lam, fortunately i took profit from ASML just in time. Hoping for s recover
A couple of videos ago, I said I am a young investor and happy with my 2 shares. Now after the split I bought some more and own 40 shares 😍 love the videos to stay updated and get your opinions
Thank you both. Continue to learn so much about the industry from your content. Cheers
Appreciate the great content, you two make understanding the chip industry so much easier and very profitable. Thank you
Great content. Equally polished delivery.
Can you please also cover (value) ASM (10:02)?
Thank you.
You guys are great. A suggestion. Is it possible to email subscribers a link to each of your new videos either as soon as they come out or perhaps a little early? Thanks
Hey there, thanks for being a subscriber. You can turn notifications on in TH-cam and that should let you know every time a video is posted. You can also find more content on our Discord channel by becoming a Semi Insider: ko-fi.com/chipstockinvestor/tiers
What's happened with Teradyne?
They are still working on Skynet, but it hasn't yet become self aware so there is still time.
i was looking forward to this video, now back to watching it :)
We hope it meets expectations! Wild start to earnings season.
Thanks!! Love your content! Keep it coming!
Respect.
You know I ❤️ My Lammy!😬 Thank you for watching out for her, she had been feeling a little neglected lately. Thank you for cheering her up a little bit. I'm confident she will rebound to her former self, And Thrive!🤑
Thanks guys. Very useful piece. The equal weighted semiconductor ETF's are lagging the S&P 500. 1H 24' was strong for them but really tailed off in 2H. I think this is healthy for the future. Anything "NON-AI data center" has taken much longer than expected to bottom and then lower growth than expected once they have bottomed.
I was conccerned in 1H 24' about any "non AI" semi stock being bloated but now getting ready to start accumulating so not late to the party. When would you expect the non AI semis to start their cyclical run assuming end markets like auto, pc, smart phone, finally industrial pick up mid 2025? Thx
Glad I stuck with LRCX. Bought three shares before the split at $750. After the split, bought more at $72 and $74. Current;y holding 120 shares and am in it for the long.
This was at 750 before a split?
@@thanks2frank, yes it was - and even higher than that. 10-for-1 split. It pays out a reasonable quarterly dividend too. We’ll see what it can do over the next 5 to 7 years.
Please review Onto Innovations next week post earnings.
I tot Lam research is a specialist company, especially focusing on etch market.....only AMAT is generalist in fab 5
Nope, AMAT, Lam, and Tokyo Electron are all generalists. ASML and KLAC are the two specialists.
@chipstockinvestor ok. I tot Lam research only focusing on Deposition and etch, maybe I am wrong
There's a paper by Tsumoru Shintake titled "Can we improve the energy efficiency of EUV lithography?", where a method is proposed that uses fewer mirrors. Each mirror reflects less than 70% of the EUV light it receives, so using fewer mirrors saves energy. My non-expert takeaway is that Shintake's ideas have problems that mean they won't be quick and easy to implement. Techzine has a piece titled "Japanese technique for affordable EUV threatens ASML monopoly". A good source says that Shintake's ideas are complimentary to ASML's technology, and the source is critical of media outside of Japan that describes the ideas as a threat to ASML. I'm skipping my Chief Panic Officer shtick because the Supreme Agents of Panic got there first.
We've read these papers. Not much can be done without ASML's sign off at the moment. The adoption of the really expensive high-NA machines is the real risk. No more panicking!
Love your energy and the information you share. Great content!
Blessings
Great content. But the incessant jump-cutting is very distracting. It's not needed.
Thank you for the input! We appreciate it.
🥳🥳✌️✌️
WOO HOO!!! LET IT RIDE BABY!!! 🤠
You two are too much!
How is your premium content different? Love the videos but I get it for free.
Chip equipment manufacturers are even more cyclical than chip fabs so I no longer invest in them. I concur with Dan Ives who stated that’s the wrong end of the AI investment gains.
More cyclical? Well, that depends on the equipment provider, and which fab we're talking about. Ultimately, these are all manufacturing businesses, so cycles are a normal part of the game.
Why do you use CF instead of eps?! Are you concerned about earnings manipulation?!
No we use a variety of profit metrics depending on the situation
@@chipstockinvestor thank you for the reply.
Moly and CBD 😂
😂 actually, it's CVD, but close!
What do you guys think about POET?
NERDS!!!!!!
LOL, you're right!
Nerds are cool 😎
We love nerds. 🤩
Nerds are the best.
What are your thoughts on Lam Research's during Trump's term?