ASML and Export Restrictions, Lam Research, and BESI

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts

Fabricated Knowledge

ASML and Export Restrictions, Lam Research, and BESI

First round of earnings tells us what we know: China's bad. But the stocks have reacted well.

This post is for paid subscribers