I wouldnāt bet against banks this year. Bought some NU holdings on the dip earlier this week under $6. Tempted to average down on STNE as well, and buy some more CHRY(possibly my favourite IT), given its weightings to Starling and Klarna.
I can only see interest rate rises as a good thing for banks.
I agree, although itās a fine tight rope, one end we have the pot of gold and down below we have another recession and people defaulting.
Autodesk also own 3Ds max used in a lot of film and game animation. I hear itās a bit of a b*stard to use though and quite buggy. It looks like Weta and Blender are preferred tools but another string in their bow
Applied Materials are the experts in deposition. Theyāre not a chipmaker as such, just a constituent part. Their biggest competitor at the moment is ASM International on the Dutch market who are under 10 billion m/c at the mo and have restarted growth. Thereās also LAM as you say, KLA and Synopsys that are growing parts of the market. On the podcast I put forward SiTime as another potential fast grower, their chips are used to replace the Quartz crystal tech you commonly see in clocks and watches.
So ASML is the daddy of the industry. No ASML no chipmakers. Theyāre a defacto monopoly with zero competition at the top end. Their UV chipmaking machines are unparalleled and their new EUV machines only push them further infront of the competition - so much so that Intel has paid them multi billions of dollars just to get a few first. Parts supply is key here and ASML have bought up bits of or all of their supply chain including parts of lens makers like Carl Zeiss. As much as ASML donāt like it, their ban from selling to places like China keeps them infront and means the likelihood of their tech being reverse engineered is lower. ASML will grow at 25% per year for the next decade, unchallenged. As a monopoly you pay whatever you pay for that imo.
So if I were to buy ASML would you consider the NL listing over the NASDAQ? Not only is the dividend higher albeit slight but the tax I believe would be lower too. What are your thoughtās on this? @Scrooge_McCodf
Very insightful, thanks!
I buy the Dutch listing. I donāt worry about witholding taxes, I prefer liquidity.
Thanks for this thread. it is always good to have many eyes rather than just one eye to spot the gem. Is it possible to also provide the reason Why you own it ? Pro and Contra, etc
As suggested by Peter Lynch one of the greatest HFs managers on earth "Know what you own and why you own it ??. His philosophy to beat the market.
I think it is good as a starting point for people who do not own that stock but interested in initiating DYOR ??
Imo, $MULN would be a great option atm especially with all the current catalysts. This article is pretty comprehensive and detailed, it covers most of the information on the company MULN Stock - Where to Next? - Penny Stocks Today
Iād also recommend you check twitter and reddit for additional information.
Iām seeing this one getting pumped everywhere at the moment
Yup, I was wondering whether this post should be flagged.
But Derrick could be a nice guy. 
Derrick if youāre doing the board dirty Iāll Liam Neeson you
People get in $MULN just for the short squeeze. Like any other shot squeeze play, it is good if you could get there earlier before the stock is making a run. Otherwise there high chance you will be holding the bag, if the short squeeze do not materialised.
It is getting FOMO pump ahead of Earning Season which will be published by the end of March 2022.
It might a good long term play as they are in development of EVs, solid-state battery technology with a lot of positive coverage. The only problem is that if they can not raise enough cash to fund their project. The only way to survive is to do share offering or collapse.
Current Ratio 0.49 they do not have enough current asset to cover their current liability
Itās the latest āTelsa Killerā. 
Too many people screaming āape armyā and āshort squeeeeze!ā, which is why i didnāt buy some at $0.80. Maybe the jokes on me?
Completely speculative and v high risk. Balance sheet is non existent. Fair value around $0.40. Complete pump and dump.
Came here to say ASML. Iād thrown it on the ātoo hardā pile as I felt I didnāt understand the industry enough but have finally built up enough conviction to start buying. Itās probably the biggest monopoly out there from what I can tell.
Only risk I see is the cyclical nature of the semi industry if there is a glut of supply down the road. In previous downswings they have had customers cancel contracted orders ect and they also trade (IMO justifiably) at a bit of premium so short to medium term multiple contraction could happen.
I agree. Asianometry on Youtube covers ASML really well if you want to broaden your understanding.
Will definitely check them out thanks. For, like, the worldās 29th largest company there is very little market interest from retail investors. I donāt think they even have a subreddit or discord. Seems like everyone prefers AMD/Nvidia
Itās just brands theyāve heard of or used I think.
Hereās a good chart that breaks down what everyone does and their part of the process.
Yeah I also suppose chip design IP is far more scaleable then ASML which is a low unit, pure hardware company with a comparatively limited production capacity.
Higher risk/reward and as you say, people know and follow them a lot more as they are B2C.
I try and only invest in monopolies ācoughā I mean businesses with āmoatsā so ASML fits my criteria.
Whilst not hardcore DD this recent CNBC video triggered me to question why I hadnāt seriously read up on them as Iād been loosely tracking it for ages
Probably not everyoneās cup of tea, but I see value in BARC and RMG right now. Possibly even MNG and LGEN as well. All carry decent yields with good dividend cover, and some even trading at a discount to nav.
