Semiconductor analyst at Bloomberg Intelligence covering equipment, foundry, and memory sectors; provides fundamental analysis on TSMC, ASML, and AI capex cycles.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
ASML's revised revenue and margin guidance reflects incremental customer demand across logic and memory, confirming AI infrastructure buildout continues for years.
AI demand will extend through 2029-2030, driving sustained capex that benefits equipment makers, though near-term profit-taking pressures shares.