Bryan Perry’s “$400 Million Machine Company” – Make 10x Your Money

Hidden behind vast cornfields in a nondescript Dutch town called Veldhoven is a “$400 million machine company.”

Bryan Perry calls it “the most important company no one's talking about,” because it “has a monopoly on a key link in the world’s most critical supply chain.” We're revealing what it is for free in this teaser review.

The Teaser

This company is so remarkable that it's the only thing Biden and Trump have ever agreed on.

Source: bryanperryinvesting.com

Bryan Perry has been in the market longer than some of us have been alive. Over the past 30 years, he's developed a knack for taking complex investment strategies and breaking them down into easy-to-understand advice.

We have previously taken a look at Bryan's “Underground” Options service and reviewed his “Next $1 Trillion Coin.”

In this particular pitch, Bryan stays true to form, teasing not only a ticker symbol but also a specific options trade.

But first, we're not just going to skip over the Biden and Trump reference at the beginning.

See, during his first term in office, President Trump lobbied the Dutch government to block shipments of the “$400 million machine” to the Chinese.

In 2022, President Biden continued this “machine diplomacy.”

This begs the question: What exactly do these machines do that two US presidents vowed to keep them away from China?

The World's Supplier

Microchips five times smaller than a fingernail, extreme ultraviolet lasers that don't naturally occur on Earth, and one machine.

After many years and billions in research dollars, our unassuming Veldhoven-based company has painstakingly built and perfected the only machine capable of etching intricate circuit designs onto advanced microchips.

This is how they did it:

To make microchips, engineers use silicon wafers (round CD-looking discs), which require circuit patterns printed onto them to connect transistors.

These circuit patterns are one hundred times smaller than a strand of hair, so any kind of manual process is out of the question.

This is where the $400 million machine comes in, as empty wafers are put into the machine, and it uses its extreme ultraviolet laser to etch invisible circuit patterns on the silicon wafers.

The machine is the only one on the planet with this laser technology, making it the de facto supplier of every single advanced microchip supplier.

This means all of the world’s biggest chipmakers, such as Taiwan Semiconductor (TSM), Intel, and Samsung, buy these machines in order to then be able to build microchips for their customers, which include Nvidia, Apple, Microsoft, Tesla, Amazon, and Google.

Older models of these machines sold for $200 million each, and chip manufacturers still scooped them up by the dozens.

Now, artificial intelligence demands smaller and more powerful chips, and only the new and improved $400 million machines are powerful enough to build these next-generation AI chips.

Source: ExtremeTech

You may already know the name of this ultimate supplier, but Bryan says he's also going to reveal a simple strategy to trade it at a fraction of its current share price, so we can “potentially make 10X more than on just the shares themselves.”

The Pitch

All of this info is only revealed in a report called: The $400 Million Machine Making Investors Rich.

Source: bryanperryinvesting.com

The catch is that we need a 30-day trial subscription to Bryan's research advisory service, Breakout Options Alert.

This will set us back a tidy $995, but it includes four to six option trade recommendations per month, which would hopefully make the service pay for itself.

Less Capital and 10x Bigger Returns Than Stocks

Getting shares for a cheaper price than what’s available on a stock exchange, and also having the chance to earn as much as a 125% return, sounds nice.

But it takes call option trades to do it.

Bryan makes his case for call options by stating that “option shares are usually way cheaper than the regular stock shares.”

This is indeed true, but only because they are trading instruments with no intrinsic value, unlike shares, which represent an ownership stake in a business.

He also says that “even if the stock moves just 5%, the option could jump 10x higher or more in most cases.”

No lies detected here either, but the opposite is also true…options can go lower at a moment's notice, with no floor, meaning unlimited losses.

As you can probably tell, I'm no fan of adding unnecessary risk to the equation just for the possibility of greater returns. So, let's see what stock is being teased, as it already sounds lucrative.

Revealing Bryan Perry's “$400 Million Machine Company”

No additional clues were provided, but in this instance, we didn't need them.

Here is what we already know:

  • It makes revolutionary and massively expensive $400 million machines.
  • Its headquarters are located behind some cornfields in Veldhoven, Netherlands.
  • The Economist said this company “holds a monopoly on a key link in the world’s most critical supply chain.”

This one is a no-brainer; it's ASML Holding NV (Nasdaq: ASML).

How Much Can This Stock Really Return in 2025 and Beyond?

A monopoly business in a critical technology with a 30% net profit margin, consistently generating billions in annual free cash flow.

Not many businesses match this description.

ASML does, which already makes it a good investment.

The only thing we must do is make sure we aren't paying too dear a price for the privilege of owning shares and setting realistic return expectations.

From this perspective, ASML's 27x forward earnings valuation is a decent entry point, especially in the context of the current S&P 500 PE Ratio being nearly 29x.

As far as returns go, ASML's stranglehold on the lithography market (the process of projecting patterns on silicon wafers) isn't letting up anytime soon.

The closest competition ASML has is Canon and Nikon, which make components for lithography systems, so they are more like complementary suppliers.

China apparently purchased a less complex machine and tried to reverse-engineer it to produce ASML's signature deep ultraviolet laser, but failed.

Considering it took ASML three decades to hone its technology to the point it's at now, the monopoly is secure, and should return 15-20% per year, including dividends, if not slightly more.

Quick Recap & Conclusion

  • Bryan Perry is teasing a “$400 million machine company” that is “the most important stock no one's talking about.”
  • He also promotes call option trades on it for the chance at returns up to 10x higher.
  • The stock and the trade setup are revealed only in a report called: The $400 Million Machine Making Investors Rich. It can be ours with a one-year subscription to Bryan's Breakout Options Alert advisory service, which costs $995.
  • In this economy, you can hold on to your hard-earned money because we revealed the “$400 million machine company” for free. It's ASML Holding NV (Nasdaq: ASML).
  • I still like ASML at 27x forward earnings and buying dips when and where possible. The call options are unnecessary leverage, as the market can stay irrational longer than anyone can stay solvent.

Are there any other comparable monopoly businesses in the tech space? Drop them in the comments.

3 thoughts on “Bryan Perry’s “$400 Million Machine Company” – Make 10x Your Money”

  1. I appreciate all the work you do Theodor. I look at this and wonder how many of us can really afford to by enough of a stock that’s trading at $770 / share to make any material profit.

    Reply
    • I appreciate the kind words TC.

      I think about it in absolute terms – can I get something that is worth more than $770 for less than that amount? If the answer is in the affirmative, then the investment is a good one.

      Reply
    • A single $770 stock that grows by 10% makes you the same amount as 700 shares of a $1 stock that grows by 10%.

      The secret of portfolio management is deciding how much money you are going to invest in a stock, then buying as many shares as that amount will get you. (ie position sizing). The stock price is not relevant.

      Reply

Leave a Comment

Share via
Copy link