ASML: A Rising Tide Lifts All Boats (Rating Upgrade)

Recent shipment data for semiconductor companies as well as quarterly revenue growth of fabs like Taiwan Semiconductor Manufacturing ( TSM ) indicate that AI chip stocks are set for a strong earnings season. Among the chip stocks that, I believe, have theAnalyst’s Disclosure: I/we have a beneficial long position in the shares of ASML, TSM, NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation fo ...