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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Pogeu Mahone who wrote (218548)12/18/2025 9:20:50 PM
From: TobagoJack  Respond to of 218641
 
yeah, ASML future already determined, and with that future, go the futures of its client, stranded

my guess about 2026, revised CFD (cash flow discount) for ASML, re-rate the company towards zero

Q: Which parts of ASML machine requires rare earths and gallium - legacy chips, lasers, optics, optical sensors?