A Golden Age - Make the Dutch Provinces Great !
With victory in the Revolt against Spain in 1648, the challenge had evaporated and the Dutch Republic needed to find a fresh purpose in itself, above and beyond its outstanding economic success
The Netherlands
ASML and the semiconductor ecosystem
The year on year share price performance (topping 100%) is compelling but investors anticipate very strong earnings, going forward, to bring PE in line with the high flyers of the semiconductor supply chain
ASML the horse and the barn
The disruptive potential of AI-based technologies has raised American concern about China's 'military-civil fusion' strategy and the forceful geopolitical pressure by U.S. Administrations on foreign allies has been successful, up to a point...