Logic Foundry view of the EUV photomask supply chain: Some important downstream companies are left out bc they are second order off the foundry, such as Veeco who makes the deposition tools for the blanks. Source: Samsung

"Logic is the youth of mathematics and mathematics is the manhood of logic." On May 18, 154 years ago, Bertrand Russell was born. This British logician and mathematician discovered Russell’s Paradox in 1901. The paradox considers “the set of all sets that do not contain themselves” and exposed a contradiction in naive set theory. This led mathematicians to re-examine the foundations of set theory. Russell then collaborated with Alfred North Whitehead on Principia Mathematica, published in three volumes from 1910 to 1913. The work attempted to derive all of mathematics from pure logic using a system of type theory. It became one of the major projects in the history of logic and mathematics.

The logic would be that because last bear market was mild, this bull run will be mild too This is why this upcoming bullrun will probably melt your face and youll sell too early The market always does what you dont expect it will do so a good way to think is: What would logically happen here and what does my guts and brain tell me? Then you do the exact opposite

Advanced Logic, HBM and Advanced Packaging (CoWoS and CoPos) depends on Applied Materials. TSMC depends on Applied Materials Samsung depends on Applied Materials SK Hynix depends on Applied Materials Intel depends on Applied Materials Terafab depends on Applied Materials See you on the call tomorrow. $AMAT