$1,000 follows their calls into $1,058
Bram Van Genechten@BramVGenechten$TSM's Operating Profit expected to double by '28. Do you own enough?
Bram Van Genechten@BramVGenechtenStop looking at $ASML's current valuation. Check the future. 6 reasons why $ASML is still undervalued: THREAD.
Bram Van Genechten@BramVGenechtenPrice follows cash flow. $AMZN is undervalued.
Bram Van Genechten@BramVGenechtenArista Networks expected to double revenue by '28. Again. $ANET
Bram Van Genechten@BramVGenechtenYou don't want Visa or Mastercard. You want both. $V US dominance. $MA higher growth, more international markets, Value Added Services (+/- 40% of revenue) Perfect duopoly.
