Author: http://wealthcreation.club

http://wealthcreation.club—We are educating regular people about how to be able to make more money in a disciplined way

Berkshire’s Japan Bet Just Got Bigger — and the Cash-Flow Engine Still Looks Cheap

http://wealthcreation.clubLeave a comment

🚀 Berkshire Doubles Down on Japan’s Trading Titans — and the Market Still May Be Underpricing the Cash Machine

Read More: https://bit.ly/TradingHouse2026

#JapanEquities #BerkshireHathaway #Marubeni #MitsubishiCorporation #Itochu #Mitsui #Sumitomo #CapitalAllocation #ShareBuybacks #ValueInvesting #AsianMarkets #InstitutionalInvesting #GlobalEquities

China’s EUV Gap: 10–15 Years Behind ASML in the Global AI Chip Race

http://wealthcreation.clubLeave a comment
‼️ 🧠 China remains roughly 10–15 years behind the frontier in advanced chipmaking equipment, according to Zeiss and UBS. Zeiss—exclusive supplier of the optics inside ASML’s EUV lithography systems—said China may need about 15 years to develop comparable EUV capability, while UBS estimates a viable domestic alternative remains at least a decade away; the analysts liken China’s current progress to ASML’s position in 2004. The gap matters because EUV is essential to manufacturing leading-edge AI chips, while Zeiss components underpin production of about 80% of global semiconductors. China could nevertheless reach high-volume production of less-advanced immersion DUV tools within two to five years

$95B Backlog, Zero Leverage: Dell’s Memory Squeeze Is a Margin Trap, Not a Growth Story

http://wealthcreation.clubLeave a comment

🔥 $95B Backlog, Zero Pricing Power? Dell’s Memory Bottleneck Is a Margin Story, Not a Demand Story 

Read More: https://bit.ly/DellBacklog

#Dell #AIInfrastructure #MemoryShortage #DRAM #NAND #HBM #SemiconductorSupplyChain #EquityResearch #InstitutionalInvesting #MarginPressure #PricingPower #TechHardware #ServerBacklog #SupplyChainRisk #InvestmentThesis