ASML
ASML
2 reports on ASML (ASML) by Bristlemoon Capital, summarized: the thesis, evidence and key numbers. Latest: Jul 13, 2026.
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ASML
2 of 2 reports
ASML
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ASML ASML
Bristlemoon June 2026 Quarterly Letter – Bristlemoon Research
Bristlemoon Capital says ASML EUV shipment estimates are materially ahead of consensus and keeps the stock as a core holding.
NVDA
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NVDA
Bristlemoon Capital: The AI Semiconductor Rally Is Being Driven by 444% Leveraged Hedge Fund Pods and FOMO, Not Just Fundamentals — and That Makes It Fragile
Semis outpaced software by 79 percentage points in under six months as market-neutral pods bought semiconductors and shorted software to stay neutral — while generalists piled in admitting they lack technical knowledg...