ASML: The Monopoly At The Heart Of The AI Revolution

Core Insights - The article discusses the author's background as a retired quant with a PhD in mechanical engineering, highlighting a career transition from engineering to a hybrid developer/quantitative analyst role in a major insurance company's investment arm [1] - The investment arm is noted for consistently outperforming industry averages and ranking among the top global asset managers in fixed income markets [1] - The author expresses a particular interest in fixed-income and technology equities, indicating a focus area for potential investment opportunities [1] Summary by Categories Company Performance - The investment arm of the insurance company has a strong track record, consistently outperforming industry averages [1] - It ranks among the top global asset managers specifically in fixed income markets, showcasing its competitive position [1] Professional Background - The author transitioned from an engineering role to a quantitative analyst, eventually specializing in fixed income [1] - The focus on developing mathematical models for the trading desk indicates a strong analytical approach to investment strategies [1] Investment Interests - There is a specific interest in fixed-income and technology equities, suggesting areas for potential investment exploration [1]