Markets are at all-time highs - but risks are rising. Here’s how I’m thinking about growth, yields, and global shifts going into the second half.
$ASML looks interesting. ASML holds a strong position in the semiconductor space, with impressive revenue growth of +46.4% YoY in Q1.
If GOOG can successfully exit its legal drama in one piece next month then its as close to a no-brainer as there is.
$ASML looks interesting. ASML holds a strong position in the semiconductor space, with impressive revenue growth of +46.4% YoY in Q1.
If GOOG can successfully exit its legal drama in one piece next month then its as close to a no-brainer as there is.