Curated investment deep dives researched and written with the help of Google Gemini. The Gemini Report was created by LRT Capital Management LLC. Nothing in this podcast constitutes investment advise. All recordings are for informational purposes only. To learn more visit: www.lrtcapital.com
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Curated investment deep dives researched and written with the help of Google Gemini. The Gemini Report was created by LRT Capital Management LLC. Nothing in this podcast constitutes investment advise. All recordings are for informational purposes only. To learn more visit: www.lrtcapital.com
1. Company Overview & Business Model 1.1 The Lithography Linchpin: ASML’s Irreplaceable Role ASML Holding NV (ASML), a Dutch multinational corporation founded in 1984, is the world’s leading and most critical provider of lithography systems for the semiconductor industry.1 These complex machines are the linchpin in the semiconductor value chain, performing the foundational step of […]
The Gemini Report - Investment Deep Dives
Curated investment deep dives researched and written with the help of Google Gemini. The Gemini Report was created by LRT Capital Management LLC. Nothing in this podcast constitutes investment advise. All recordings are for informational purposes only. To learn more visit: www.lrtcapital.com