ASML: Trump Tariff War Boom

Core Insights - The article emphasizes the focus of Noah's Arc Capital Management on 20th-century stocks that are undergoing significant transformations in the 21st century, highlighting the potential for dramatic changes in stock performance due to innovative business models [1]. Group 1 - The management aims to provide Wall Street-level insights to Main Street investors, indicating a commitment to democratizing investment knowledge [1]. - The research primarily targets companies that are either transforming themselves or are instrumental in transforming traditional firms from the 20th century [1]. - The article mentions a specific contributor, Elijah Buell, who is associated with the insights provided [1]. Group 2 - The managing partner of Noah's Arc Capital Management, Noah Cox, expresses that his views may not necessarily reflect those of the firm, suggesting a degree of independence in analysis [3]. - The article clarifies that the content is intended solely for informational purposes and does not constitute investment advice, emphasizing the importance of individual investor discretion [3][4]. - There is a disclosure regarding the author's beneficial long position in ASML shares, indicating a vested interest in the stock being discussed [2].