The Full Ledger

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Page 274

Where Canon Can Actually Disrupt ASML

Canon is quietly aiming its nanoimprint technology at the exact wafer segments ASML prefers to ignore, and a single memory design win could rewrite the competitive math for fab equipment investors.

Alex Sirois · 1 month ago

Heed The Advice Around Strategy

Strategy holds nearly a billion bitcoin and a balance sheet that needs capital markets to stay open forever. Whether the recent 28% weekly surge signals a turning point or a trap depends entirely on…

Alex Sirois · 1 month ago