To The Moon

$NVIDIA Corp(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ I am an active AI user and I have tried out Deepseek extensively in the past few days and this is my take on Deepseek R1. So basically, DeepSeek R1 just made headlines for achieving state-of-the-art AI performance, matching OpenAI's o1 at just 3% of the cost. 1. It used NVIDIA chips—still the king of AI hardware. 2. Cost efficiency is open-sourced, so big tech wins. 3. It’s compared to an older model (gpt-o1), which still holds up. 4. AGI is far off—cost efficiency isn’t the full story. 5. U.S. chip export controls will keep China in check. Overall, while Deepseek is perf

With the global semiconductor industry showing signs of recovery, ASML( $ASML Holding NV(ASML)$ ), the leading supplier of advanced lithography equipment, is under the spotlight. The demand for EUV (extreme ultraviolet) machines continues to grow as advanced chip production ramps up. But with its stock surging over 45% this year, many investors are wondering: Can ASML maintain its growth trajectory, or is it overvalued? Key Highlights Revenue Growth: ASML reported a Q4 revenue forecast of €7 billion, driven by strong EUV demand. Geopolitical Risks: The U.S. chip export ban and tensions with China may weigh on future orders. Valuation Concerns: ASML trades at 35x forward P/E, significantly higher than industry peers. Market Insights The semiconduct