In recent months, I have written several articles on artificial intelligence and semiconductors, which are somewhat my bread and butter. I talked about Applied Materials , analyzed Arista 's super quarterly results, expressed concerns about ASML Hi there, and welcome to my profile.I'm a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Senior Analyst at a European asset m ...