1.
THE 4TH INDUSTRIAL REVOLUTION RUNS ON SILICON
$NVIDIA(NVDA)$ powers the compute layer.
$ASML Holding NV(ASML)$ controls the production layer.
$Taiwan Semiconductor Manufacturing(TSM)$ manufactures the future at scale.
The Foundry Three aren’t the future.
They’re the infrastructure it runs on.
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3.
$SoFi Technologies Inc.(SOFI)$ REPORTS EARNINGS TOMORROW MORNING
Whatever you think about the $Robinhood(HOOD)$ vs. $SoFi Technologies Inc.(SOFI)$ rivalry for next-gen fintech, one thing’s clear:
SoFi’s 58% membership CAGR over the past five years proves it 🤯
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