Monday, June 2, 2025

Rambling. Thinking Out Loud -- Time For A Musical Interlude -- June 2, 2025

Locator: 48669MONOPOLIES.

ASML: is a monopoly and cannot be broken up.

TSM: is a monopoly and cannot be broken up.

Nvidia: may not be a monopoly, but its moat is huge -- so huge, one could argue it's a monotony; regardless, can't be broken up.

AMIRITE?

Other than ASML, TSM, NVDA it's just a matter of staying alive.

Obviously that's hyperbole. But not much.

Link here.