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.Image3. $SoFi Technologies Inc.(SOFI)$ REPORTS EARNINGS TOMORROW MORNINGWhatever 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 y
Semiconductor Companies & Industry DIG
The global semiconductor industry has been evolving and growing steadily. Semiconductors are the foundation of contemporary electronics. What companies in your watchlist? Do you have special comments to share?
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